Other · DOL Form 5500 · 2022

Saint Joseph's Rehabilitation and Residence Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
93
Participants Small participant base
30th
Percentile by assets National rank
$16,468
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Saint Joseph's Rehabilitation and Residence Tax Sheltered Annuity Plan · Sponsored by Saint Joseph's Rehabilitation and Residence · Maine · Healthcare & Social Assistance

$2M in assets, 93 participants

Saint Joseph's Rehabilitation and Residence's Saint Joseph's Rehabilitation and Residence Tax Sheltered Annuity Plan reported $2M in total assets and 93 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,860 in Healthcare & Social Assistance (20,060 peers)

2022 asset change

Saint Joseph's Rehabilitation and Residence Tax Sheltered Annuity Plan declined sharply 15.6% in 2022 ($2M → $2M) for 93 participants.

#5,860
in Healthcare & Social Assistance (20,060 peers)
-15.6%
assets change YoY

The plan reported a net loss of $284K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Saint Joseph's Rehabilitation and Residence Tax Sheltered Annuity Plan among the smaller filed plans by assets

Saint Joseph's Rehabilitation and Residence Tax Sheltered Annuity Plan vs every filed plan by assets

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

$1,531,538 30th percentile higher than 30% 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

Saint Joseph's Rehabilitation and Residence Tax Sheltered Annuity Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Saint Joseph's Rehabilitation and Residence Tax Sheltered Annuity Plan is a small filing (93 participants) on this national headcount ladder.

DOL schedule card

Filing strip 010339489 · Saint Joseph's Rehabilitation and Residence PY 2022 · Other

Saint Joseph's Rehabilitation and Residence Tax Sheltered Annuity Plan · $2M · 93 · 30th

  • BOOK $2M
  • VS-ST 93
  • BOY 30th
  • SCH Other
  • EBSA near Westbury Friends School 403(b) DC Plan 367055
  • PART ind #5860

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 Maine →

Saint Joseph's Rehabilitation and Residence Tax Sheltered Annuity Plan in the asset neighbourhood

Genesee Education Consultant Services, Inc. 403(b) ERISA PlanGenesee Education Consultant…$2MGoodwill of Western Missouri & Eastern Kansas 403(b) PlanGoodwill of Western Missouri…$2MMcintosh Trail E.C.D.C., Inc. Group Deferred Annuity PlanMcintosh Trail E.C.D.C., Inc…$2MSaint Joseph's Rehabilitation and Residence Tax Sheltered Annuity PlanSaint Joseph's Rehabilitatio…$2MWestbury Friends School 403(b) DC Plan 367055Westbury Friends School 403(…$2M
End-of-year total assets ($M) among Saint Joseph's Rehabilitation and Residence Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Saint Joseph's Rehabilitation and Residence years around the 2022 move

Sponsor-wide plan assets over time

All Saint Joseph's Rehabilitation and Residence plans reported in each filing year

Latest sponsor-wide plan assets
$2M 7.432724490022448% vs 2022
2023 filing year
$1.5M$1.55M$1.6M$1.65M$1.7M 20222023 $1.53M $1.65M ▲ +7.8%
Year Plans Participants Total Assets
2022 1 93 $2M
2023 1 92 $2M

2022 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$284K
Employer EIN010339489
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Maine

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

Saint Joseph's Rehabilitation and Residence Tax Sheltered Annuity Plan vs. nearby Other plans in Maine, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants Saint Joseph's Rehabilitation and Residence Tax Sheltered Annuity Plan, Total assets ($B): 0.001531538 · Participants: 93Saint Joseph's Rehabilitation and Residence Tax Sheltered Annuity PlanMainehealth 403(b) Retirement Plan, Total assets ($B): 1.77927406 · Participants: 21547Mainehealth 403(b) Retirement PlanNorthern Light Health Retirement Partnership 403(b) Plan, Total assets ($B): 0.937634941 · Participants: 11671Northern Light Health Retirement Partnership 403(b) PlanJax 403(b) Retirement Plan, Total assets ($B): 0.437984728 · Participants: 2458Jax 403(b) Retirement PlanMainegeneral Health 403(b) Retirement Plan, Total assets ($B): 0.32539549 · Participants: 4592Mainegeneral Health 403(b) Retirement PlanColby College Retirement Plan, Total assets ($B): 0.248274179 · Participants: 894Colby College Retirement Plan
Saint Joseph's Rehabilitation and Residence Tax Sheltered Annuity Plan vs. nearby Other plans in Maine, assets vs. participants
Compare Saint Joseph's Rehabilitation and Residence Tax Sheltered Annuity Plan side-by-side with 3 peers →

Saint Joseph's Rehabilitation and Residence Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside Maine, the nearest Other by assets is Westbury Friends School 403(b) DC Plan 367055 in NY ($2M); by covered participants it is Jones Center for Families, Inc. Defined Contribution Plan in AR (93 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (93 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 Saint Joseph's Rehabilitation and Residence Tax Sheltered Annuity Plan assets move in 2022? ▼
Saint Joseph's Rehabilitation and Residence Tax Sheltered Annuity Plan declined sharply - down 15.6% during 2022, from $2M to $2M. Reported net income was -$284K.
How have Saint Joseph's Rehabilitation and Residence plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Saint Joseph's Rehabilitation and Residence's sponsor-wide assets grew 7.4%, from $2M to $2M.
Which Other plans are similar in size to Saint Joseph's Rehabilitation and Residence Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Westbury Friends School 403(b) DC Plan 367055 in NY ($2M, 9 participants).
Which Other plans cover a similar participant headcount to Saint Joseph's Rehabilitation and Residence Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Jones Center for Families, Inc. Defined Contribution Plan in AR (93 participants, $4M 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 010339489.

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.