Other · DOL Form 5500 · 2022
St. Joseph Residence, Inc. Retirement Plan
Data updated 2026-08-25
- $838K
- Total assets Small plan by assets
- 170
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $4,928
- Avg per participant Low balance/head
Official DOL plan name: St. Joseph Residence, Inc. 403(b) Plan · Sponsored by St. Joseph Residence, Inc. · Wisconsin · Healthcare & Social Assistance
$838K in assets, 170 participants
St. Joseph Residence, Inc.'s St. Joseph Residence, Inc. 403(b) Plan reported $838K in total assets and 170 participants in its 2022 DOL Form 5500 filing, ranking in the 23rd 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.
- #3,971 in Healthcare & Social Assistance (20,060 peers)
Coverage in Wisconsin
St. Joseph Residence, Inc. 403(b) Plan covers 170 participants in Wisconsin, about 30% of the average Wisconsin filer (state average ~563 per filing). Assets: $838K.
- #3,971
- in Healthcare & Social Assistance (20,060 peers)
- +10.6%
- assets growth YoY
St. Joseph Residence, Inc. 403(b) Plan among the smaller filed plans by assets
St. Joseph Residence, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$837,705 23rd percentile higher than 23% 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
St. Joseph Residence, Inc. 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. St. Joseph Residence, Inc. 403(b) Plan sits mid-pack in the medium band (170 participants).
Form 5500 schedule snapshot
Filing strip 391087412 · St. Joseph Residence, Inc. PY 2022 · Other
St. Joseph Residence, Inc. 403(b) Plan · $838K · 170 · 23rd
- PART $838K
- TYPE 170
- NET 23rd
- BOOK Other
- VS-ST near Evansville Arc, Inc.
- BOY ind #3971
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 Wisconsin →
St. Joseph Residence, Inc. 403(b) Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $757K |
|---|---|
| Net Assets (End of Year) | $819K |
| Net Income | $71K |
| Employer EIN | 391087412 |
| Plan Effective Date | 1990-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Wisconsin
Peer Other plans, same state, same plan type, ranked by total assets.
- The Medical College of Wisconsin, Inc. Retirement Plan $2.0B · 6,020
- Froedtert Health, Inc. 403(b) Plan $1.5B · 13,617
- University of Wisconsin Medical Foundation Physicians Retirement Plan $1.1B · 1,679
- Marquette University Retirement Plan $779M · 2,039
- Children's Hospital and Health System Shared Retirement Savings Plan $760M · 5,299
St. Joseph Residence, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is Evansville Arc, Inc. in IN ($839K); by covered participants it is Covenant College Retirement Plan Defined Contribution in GA (170 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($838K here).
- Evansville Arc, Inc. (IN) $839K · 106
- Institute for Population Health,Inc.403 B Plan405975 (MI) $836K · 83
- Gustav L. Hollstein, Inc. Retirement Plan (NJ) $836K · 5
- Maine Coast Memorial Hospital Retirement Plan (ME) $834K · 95
Similar participant headcount
Nearest other-state filings by covered participants (170 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.