401(k) · DOL Form 5500 · 2022

Franciscan Alliance, Inc. 401(k) Plan

Data updated 2026-08-25

$68M
Total assets Below avg plan size
691
Participants Below avg headcount
90th
Percentile by assets National rank
$97,908
Avg per participant Below avg balance/head
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Official DOL plan name: Assisi Retirement Plan · Sponsored by Franciscan Alliance, Inc. · Indiana · Healthcare & Social Assistance

$68M in assets, 691 participants

Franciscan Alliance, Inc.'s Assisi Retirement Plan reported $68M in total assets and 691 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #18,406 in Healthcare & Social Assistance (20,060 peers)

Where Assisi Retirement Plan sits by assets

Assisi Retirement Plan sits in the top 10% of all filed plans by assets, $68M for 691 participants (~$97,908/participant), down 21.1% in 2022.

#18,406
in Healthcare & Social Assistance (20,060 peers)
-21.1%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $18M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Assisi Retirement Plan's outsized position by total assets

Assisi Retirement Plan vs every filed plan by assets

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

$67,654,151 Top 10% higher than 90% 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

Assisi Retirement 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. Assisi Retirement Plan sits mid-pack in the medium band (691 participants).

DOL schedule card

Filing strip 351330472 · Franciscan Alliance, Inc. PY 2022 · 401(k)

Assisi Retirement Plan · $68M · 691 · 90th

  • SCH $68M
  • SCH 691
  • SCH 90th
  • SCH 401(k)
  • SCH near Aaa Life Insurance Pension and 401(k) Plan
  • SCH ind #18406

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 →

Assisi Retirement Plan in the asset neighbourhood

Aaa Life Insurance Pension and 401(k) PlanAaa Life Insurance Pension a…$68MCertara USA, Inc. 401(k) Plan$68MThe Savings Bank Mutual Life Insurance Company of Massachusetts 401(k) PlanThe Savings Bank Mutual Life…$68MAssisi Retirement Plan$68MSsr Mining Inc. 401(k) & Savings PlanSsr Mining Inc. 401(k) & Sav…$68M
End-of-year total assets ($M) among Assisi Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$86M
Net Assets (End of Year)$68M
Net Income-$18M
Employer EIN351330472
Plan Effective Date1973-07-31
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
$77M 14.328247205407987% vs 2022
2024 filing year
$65M$70M$75M$80M 202220232024 $67.7M $77.4M ▲ +14.3%
Year Plans Participants Total Assets
2022 1 691 $68M
2023 1 759 $72M
2024 1 691 $77M

Nearby 401(k) Plans in Indiana

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Assisi Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Assisi Retirement Plan, Total assets ($B): 0.067654151 · Participants: 691Assisi Retirement PlanElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Assisi Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Assisi Retirement Plan side-by-side with 3 peers →

Assisi Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Aaa Life Insurance Pension and 401(k) Plan in MI ($68M); by covered participants it is The Frank Fletcher Group 401(k) Plan in AR (691 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (691 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 Assisi Retirement Plan assets move in 2022? ▼
Assisi Retirement Plan declined sharply - down 21.1% during 2022, from $86M to $68M. Reported net income was -$18M.
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 grew 14.3%, from $68M to $77M.
Where does Assisi Retirement Plan rank by assets among Form 5500 filers? ▼
Assisi Retirement Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Assisi Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aaa Life Insurance Pension and 401(k) Plan in MI ($68M, 645 participants).
Which 401(k) plans cover a similar participant headcount to Assisi Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Frank Fletcher Group 401(k) Plan in AR (691 participants, $18M 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 351330472.

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.