Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

St. Joseph Senior Living 401(k) Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by St. Joseph Care Center · Ohio · Healthcare & Social Assistance

What the 2023 filing shows

St. Joseph Senior Living 401(k) Retirement Plan holds $2M for 121 participants — about $14,582 per participant, down 28.7% over the 2022 plan year.

$2M
total plan assets (2022 EOY)
121
covered participants
$14,582
avg assets per participant
-28.7%
assets change YoY

The plan reported a net loss of $719K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$2M
Participants
121
State
Industry
Healthcare & Social Assistance

What the Filing Says About St. Joseph Senior Living 401(k) Retirement Plan

St. Joseph Senior Living 401(k) Retirement Plan is a Profit Sharing retirement plan sponsored by St. Joseph Care Center, headquartered in Ohio. As of the 2022 Form 5500 filing, the plan reports $2M in total end-of-year assets and covers 121 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 340714512, and the plan has been effective since 2016-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $2M at the beginning of 2022 to $2M at year-end — a decline of 28.7%. Net assets (after liabilities) closed the year at $2M, with reported net income of $-718,623 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$2M
Total Assets (End of Year)$2M
Net Assets (End of Year)$2M
Net Income$-718,623
Plan TypeProfit Sharing
Employer EIN340714512
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. Joseph Care Center)

Year Plans Participants Total Assets
2022 1 121 $2M
2023 1 115 $2M
2024 1 112 $2M

Nearby Profit Sharing Plans in Ohio

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Frequently Asked Questions

How much money is in the St. Joseph Senior Living 401(k) Retirement Plan?
As of the 2022 Form 5500 filing, St. Joseph Senior Living 401(k) Retirement Plan holds $2M in total assets with 121 participants. It is sponsored by St. Joseph Care Center.
What type of plan is St. Joseph Senior Living 401(k) Retirement Plan?
St. Joseph Senior Living 401(k) Retirement Plan is a Profit Sharing plan. It has been effective since 2016-01-01. The plan is filed with the U.S. Department of Labor under EIN 340714512.
Who sponsors the St. Joseph Senior Living 401(k) Retirement Plan?
St. Joseph Senior Living 401(k) Retirement Plan is sponsored by St. Joseph Care Center, located in Ohio. The sponsor's EIN is 340714512 and the plan operates in the Healthcare & Social Assistance industry.
How did St. Joseph Senior Living 401(k) Retirement Plan perform in 2022?
St. Joseph Senior Living 401(k) Retirement Plan declined by 28.7% during 2022, moving from $2M to $2M in total assets. Net income was $-718,623.
Where can I find official filings for St. Joseph Senior Living 401(k) Retirement Plan?
Official Form 5500 filings for St. Joseph Senior Living 401(k) Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 340714512 or plan name at efast.dol.gov.
How does St. Joseph Senior Living 401(k) Retirement Plan compare to other plans?
You can compare St. Joseph Senior Living 401(k) Retirement Plan against other Profit Sharing plans on the plan type page, or view plans in Ohio on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 340714512.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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