Defined Benefit (Pension) · DOL Form 5500 · 2022

Franciscan Alliance, Inc. Pension Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
396
Participants Below avg headcount
83rd
Percentile by assets National rank
$79,522
Avg per participant Below avg balance/head
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Official DOL plan name: Greater Lafayette Health Services, Inc. Pension Security Plan · Sponsored by Franciscan Alliance, Inc. · Indiana · Healthcare & Social Assistance

$31M in assets, 396 participants

Franciscan Alliance, Inc.'s Greater Lafayette Health Services, Inc. Pension Security Plan reported $31M in total assets and 396 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #17,248 in Healthcare & Social Assistance (20,060 peers)

Where Greater Lafayette Health Services, Inc. Pension Security Plan sits by assets

Greater Lafayette Health Services, Inc. Pension Security Plan sits in the top quartile of all filed plans by assets, $31M for 396 participants (~$79,522/participant), down 27.5% in 2022.

#17,248
in Healthcare & Social Assistance (20,060 peers)
-27.5%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Greater Lafayette Health Services, Inc. Pension Security Plan's outsized position by total assets

Greater Lafayette Health Services, Inc. Pension Security Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$31,490,739 Top 17% higher than 83% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Greater Lafayette Health Services, Inc. Pension Security Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Greater Lafayette Health Services, Inc. Pension Security Plan sits mid-pack in the medium band (396 participants).

DOL schedule card

Filing strip 352056396 · Franciscan Alliance, Inc. PY 2022 · Defined Benefit (Pension)

Greater Lafayette Health Services, Inc. Pension Security Plan · $31M · 396 · 83rd

  • TYPE $31M
  • NET 396
  • BOOK 83rd
  • VS-ST Defined Benefit (Pension)
  • BOY near Chemical Products (Wapakoneta, Oh Plant) Division of Ametek, Inc. Hourly Employees' Pension Plan
  • SCH ind #17248

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Indiana →

Greater Lafayette Health Services, Inc. Pension Security Plan in the asset neighbourhood

Major League Baseball Pension Plan for Non-Uniformed PersonnelMajor League Baseball Pensio…$32MPension Plan of Stein Seal CompanyPension Plan of Stein Seal C…$32MLocal 1102 Retirement Trust$32MGreater Lafayette Health Services, Inc. Pension Security PlanGreater Lafayette Health Ser…$31MChemical Products (Wapakoneta, Oh Plant) Division of Ametek, Inc. Hourly Employees' Pension PlanChemical Products (Wapakonet…$31M
End-of-year total assets ($M) among Greater Lafayette Health Services, Inc. Pension Security Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$31M
Net Income-$12M
Employer EIN352056396
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Franciscan Alliance, Inc.)

Sponsor-wide plan assets over time

All Franciscan Alliance, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 2.420289342844574% vs 2022
2024 filing year
$30.5M$31M$31.5M$32M$32.5M 202220232024 $31.5M $30.7M ▼ -2.4%
Year Plans Participants Total Assets
2022 1 396 $31M
2023 1 355 $32M
2024 1 312 $31M

Nearby Defined Benefit (Pension) Plans in Indiana

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Greater Lafayette Health Services, Inc. Pension Security Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -5051015 Total assets ($B) Participants Greater Lafayette Health Services, Inc. Pension Security Plan, Total assets ($B): 0.031490739 · Participants: 396Greater Lafayette Health Services, Inc. Pension Security PlanThe Lilly Retirement Plan, Total assets ($B): 11.231261789 · Participants: 16878The Lilly Retirement PlanCummins Pension Plan, Total assets ($B): 3.227971207 · Participants: 24119Cummins Pension PlanIndiana Laborers Pension Fund, Total assets ($B): 1.488495807 · Participants: 9896Indiana Laborers Pension FundElevance Health Cash Balance Plan a, Total assets ($B): 1.222287988 · Participants: 8650Elevance Health Cash Balance Plan aNisource Pension Plan, Total assets ($B): 1.05154978 · Participants: 2283Nisource Pension Plan
Greater Lafayette Health Services, Inc. Pension Security Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants

Greater Lafayette Health Services, Inc. Pension Security Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Indiana, the nearest Defined Benefit (Pension) by assets is Chemical Products (Wapakoneta, Oh Plant) Division of Ametek, Inc. Hourly Employees' Pension Plan in PA ($31M); by covered participants it is The Scripps Research Institute Cash Balance Retirement Plan in CA (396 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Greater Lafayette Health Services, Inc. Pension Security Plan assets move in 2022?
Greater Lafayette Health Services, Inc. Pension Security Plan declined sharply - down 27.5% during 2022, from $43M to $31M. Reported net income was -$12M.
How have Franciscan Alliance, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Franciscan Alliance, Inc.'s sponsor-wide assets declined 2.4%, from $31M to $31M.
Where does Greater Lafayette Health Services, Inc. Pension Security Plan rank by assets among Form 5500 filers?
Greater Lafayette Health Services, Inc. Pension Security Plan ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Greater Lafayette Health Services, Inc. Pension Security Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Chemical Products (Wapakoneta, Oh Plant) Division of Ametek, Inc. Hourly Employees' Pension Plan in PA ($31M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Greater Lafayette Health Services, Inc. Pension Security Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Scripps Research Institute Cash Balance Retirement Plan in CA (396 participants, $65M in assets).