401(k) · DOL Form 5500 · 2022
Stonehill Franciscan Services 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 271
- Participants Below avg headcount
- 63rd
- Percentile by assets National rank
- $34,368
- Avg per participant Low balance/head
Official DOL plan name: Stonehill Franciscan Services 401(k) Retirement Plan · Sponsored by Stonehill Franciscan Services · Iowa · Healthcare & Social Assistance
$9M in assets, 271 participants
Stonehill Franciscan Services's Stonehill Franciscan Services 401(k) Retirement Plan reported $9M in total assets and 271 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.
- #13,843 in Healthcare & Social Assistance (20,060 peers)
Coverage in Iowa
Stonehill Franciscan Services 401(k) Retirement Plan covers 271 participants in Iowa, about 44% of the average Iowa filer (state average ~609 per filing). Assets: $9M.
- #13,843
- in Healthcare & Social Assistance (20,060 peers)
- +11.2%
- assets growth YoY
Stonehill Franciscan Services 401(k) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Stonehill Franciscan Services 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$9,313,851 Top 37% higher than 63% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Stonehill Franciscan Services 401(k) 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. Stonehill Franciscan Services 401(k) Retirement Plan sits mid-pack in the medium band (271 participants).
Form 5500 schedule snapshot
Filing strip 510141775 · Stonehill Franciscan Services PY 2022 · 401(k)
Stonehill Franciscan Services 401(k) Retirement Plan · $9M · 271 · 63rd
- 5500 $9M
- 5500 271
- 5500 63rd
- 5500 401(k)
- 5500 near Southern States Utility Trailer Sales, Inc. 401(k) Retirement Plan
- 5500 ind #13843
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 Iowa →
Stonehill Franciscan Services 401(k) Retirement Plan in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $936K |
| Employer EIN | 510141775 |
| Plan Effective Date | 2002-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Stonehill Franciscan Services)
Sponsor-wide plan assets over time
All Stonehill Franciscan Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 25.655553218534415% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 271 | $9M |
| 2023 | 1 | 255 | $11M |
| 2024 | 1 | 261 | $12M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $3.6B · 12,201
- Iowa Health System Section 401(k) Retirement Savings Plan $2.7B · 28,603
- The Hy-Vee and Affiliates 401(k) Plan $2.4B · 59,826
- The Rsm US LLP Retirement Plan $2.3B · 13,793
- Transamerica 401(k) Retirement Savings Plan $2.1B · 7,262
Stonehill Franciscan Services 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Southern States Utility Trailer Sales, Inc. 401(k) Retirement Plan in MS ($9M); by covered participants it is Hutton Corporation 401(k) Plan in KS (271 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (271 participants); asset peers above are excluded.
- Hutton Corporation 401(k) Plan (KS) 271 · 0 off
- Rodl Management, Inc. 401(k) Savings Plan (GA) 271 · 0 off
- Lee Motor Group Inc. Employees' 401(k) Plan (NC) 271 · 0 off
- Lotte Chemical USA 401(k) and Profit Sharing Plan (TX) 271 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.