Other · DOL Form 5500 · 2022

Samuel U. Rodgers Health Center, Inc. Retirement Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
264
Participants Below avg headcount
64th
Percentile by assets National rank
$36,306
Avg per participant Low balance/head
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Official DOL plan name: Samuel U. Rodgers Health Center 403(b) Plan · Sponsored by Samuel U. Rodgers Health Center, Inc. · Missouri · Healthcare & Social Assistance

$10M in assets, 264 participants

Samuel U. Rodgers Health Center, Inc.'s Samuel U. Rodgers Health Center 403(b) Plan reported $10M in total assets and 264 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #13,944 in Healthcare & Social Assistance (20,060 peers)

Coverage in Missouri

Samuel U. Rodgers Health Center 403(b) Plan covers 264 participants in Missouri, about 36% of the average Missouri filer (state average ~737 per filing). Assets: $10M.

#13,944
in Healthcare & Social Assistance (20,060 peers)
-14.4%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Samuel U. Rodgers Health Center 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Samuel U. Rodgers Health Center 403(b) Plan vs every filed plan by assets

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

$9,584,788 Top 36% higher than 64% 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

Samuel U. Rodgers Health Center 403(b) 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. Samuel U. Rodgers Health Center 403(b) Plan sits mid-pack in the medium band (264 participants).

Published 5500 schedule card

Filing strip 430899356 · Samuel U. Rodgers Health Center, Inc. PY 2022 · Other

Samuel U. Rodgers Health Center 403(b) Plan · $10M · 264 · 64th

  • EBSA $10M
  • EBSA 264
  • EBSA 64th
  • EBSA Other
  • EBSA near Jacksonville Country Day School, Inc. 403(b) Plan
  • EBSA ind #13944

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 Missouri →

Samuel U. Rodgers Health Center 403(b) Plan in the asset neighbourhood

Amego, Inc. 403(b) Plan$10MSuncoast Center, Inc. 403(b) PlanSuncoast Center, Inc. 403(b)…$10MMasonic Homes of Kentucky, Inc. Retirement Savings PlanMasonic Homes of Kentucky, I…$10MSamuel U. Rodgers Health Center 403(b) PlanSamuel U. Rodgers Health Cen…$10MJacksonville Country Day School, Inc. 403(b) PlanJacksonville Country Day Sch…$10M
End-of-year total assets ($M) among Samuel U. Rodgers Health Center 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Missouri filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$10M
Net Income-$2M
Employer EIN430899356
Plan Effective Date2000-04-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Samuel U. Rodgers Health Center, Inc.)

Sponsor-wide plan assets over time

All Samuel U. Rodgers Health Center, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 52.62270798269091% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.58M $14.6M ▲ +52.7%
Year Plans Participants Total Assets
2022 1 264 $10M
2023 1 262 $12M
2024 1 289 $15M

Nearby Other Plans in Missouri

Peer Other plans, same state, same plan type, ranked by total assets.

Samuel U. Rodgers Health Center 403(b) Plan vs. nearby Other plans in Missouri, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Samuel U. Rodgers Health Center 403(b) Plan, Total assets ($M): 9.584788 · Participants: 264Samuel U. Rodgers Health Center 403(b) PlanSaint Louis University 403(b) Annuity Plan, Total assets ($M): 841.619754 · Participants: 2398Saint Louis University 403(b) Annuity PlanChildren's Mercy Hospital Tax-Deferred Annuity Retirement Plan, Total assets ($M): 807.422854 · Participants: 7405Children's Mercy Hospital Tax-Deferred Annuity Retirement PlanCox Savings Incentive Plan, Total assets ($M): 707.815909 · Participants: 11821Cox Savings Incentive PlanBjc 403(b) Plan, Total assets ($M): 370.898072 · Participants: 5418Bjc 403(b) PlanWebster University Defined Contribution Retirement Plan, Total assets ($M): 206.833121 · Participants: 706Webster University Defined Contribution Retirement Plan
Samuel U. Rodgers Health Center 403(b) Plan vs. nearby Other plans in Missouri, assets vs. participants
Compare Samuel U. Rodgers Health Center 403(b) Plan side-by-side with 3 peers →

Samuel U. Rodgers Health Center 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Missouri, the nearest Other by assets is Jacksonville Country Day School, Inc. 403(b) Plan in FL ($10M); by covered participants it is Ngm Biopharmaceuticals Matching Plan in CA (264 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (264 participants); asset peers above are excluded.

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 Samuel U. Rodgers Health Center 403(b) Plan assets move in 2022? ▼
Samuel U. Rodgers Health Center 403(b) Plan pulled back noticeably - down 14.4% during 2022, from $11M to $10M. Reported net income was -$2M.
How have Samuel U. Rodgers Health Center, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Samuel U. Rodgers Health Center, Inc.'s sponsor-wide assets grew 52.6%, from $10M to $15M.
Which Other plans are similar in size to Samuel U. Rodgers Health Center 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Jacksonville Country Day School, Inc. 403(b) Plan in FL ($10M, 78 participants).
Which Other plans cover a similar participant headcount to Samuel U. Rodgers Health Center 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Ngm Biopharmaceuticals Matching Plan in CA (264 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 430899356.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.