401(k) · DOL Form 5500 · 2023
Saint Francis Health System Inc 401(k) Plan
Data updated 2026-08-25
- $867M
- Total assets Above avg plan size
- 10,134
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $85,559
- Avg per participant Below avg balance/head
Official DOL plan name: Saint Francis Health System, Inc. 401(k) Savings P · Sponsored by Saint Francis Health System Inc · Oklahoma · Healthcare & Social Assistance
$867M in assets, 10,134 participants
Saint Francis Health System Inc's Saint Francis Health System, Inc. 401(k) Savings P reported $867M in total assets and 10,134 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #17,439 in Healthcare & Social Assistance (17,684 peers)
Coverage in Oklahoma
Saint Francis Health System, Inc. 401(k) Savings P covers 10,134 participants in Oklahoma, 13x the typical Oklahoma plan (state average ~760 per filing). Assets: $867M.
- #17,439
- in Healthcare & Social Assistance (17,684 peers)
- +15.9%
- assets growth YoY
- 8.7×
- vs typical plan assets (national mean)
Saint Francis Health System, Inc. 401(k) Savings P's outsized position by total assets
Saint Francis Health System, Inc. 401(k) Savings P vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$867,054,663 Top 2% higher than 98% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Saint Francis Health System, Inc. 401(k) Savings P's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Saint Francis Health System, Inc. 401(k) Savings P is a mega filing (10,134 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Saint Francis Health System, Inc. 401(k) Savings P reported net income rose from -$162M in the plan year 2022 filing to $119M in the plan year 2023 filing.
- Saint Francis Health System, Inc. 401(k) Savings P end-of-year assets rose from $748M in the plan year 2022 filing to $867M in the plan year 2023 filing.
- Saint Francis Health System, Inc. 401(k) Savings P reported participants rose from 9,643 in the plan year 2022 filing to 10,134 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 731501972 · Saint Francis Health System Inc PY 2023 · 401(k)
Saint Francis Health System, Inc. 401(k) Savings P · $867M · 10,134 · 98th
- EBSA $867M
- EBSA 10,134
- EBSA 98th
- EBSA 401(k)
- EBSA near Louisiana Children's Medical Center Retirement and Savings Plan
- EBSA ind #17439
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 Oklahoma →
Saint Francis Health System, Inc. 401(k) Savings P in the asset neighbourhood
Oklahoma filing particulars
| Total Assets (Beginning of Year) | $748M |
|---|---|
| Net Assets (End of Year) | $867M |
| Net Income | $119M |
| Employer EIN | 731501972 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Saint Francis Health System Inc)
Sponsor-wide plan assets over time
All Saint Francis Health System Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.4B 31.067733656309215% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 10,573 | $1.0B |
| 2023 | 2 | 11,125 | $1.2B |
| 2024 | 2 | 11,440 | $1.4B |
Nearby 401(k) Plans in Oklahoma
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Quiktrip Corporation Retirement Plan $4.2B · 11,746
- The Williams Investment Plus Plan $1.7B · 5,041
- Oneok, Inc. 401(k) Plan $1.2B · 2,965
- Bok Financial 401(k) Plan $1.0B · 4,766
- Devon Energy Corporation Incentive Savings Plan $933M · 1,858
Scale composition for Saint Francis Health System, Inc. 401(k) Savings P
Saint Francis Health System, Inc. 401(k) Savings P reports $867M in end-of-year assets across 10,134 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.011% of 93,925,755 covered participants) - about $85,559 per participant (62% of the national average assets-per-participant) . Net income for plan year 2023 was $119M.
This plan identity (EIN 731501972, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $748M to $1.0B (+34.5%) while covered participants moved from 9,643 to 10,537 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 9,643 | $748M | Open filing |
| 2023 | 10,134 | $867M | This page |
| 2024 · index core | 10,537 | $1.0B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Saint Francis Health System, Inc. 401(k) Savings P (401(k), $1.0B, 10,537 participants)
- Saint Francis Health System, Inc. 403(b) Savings P (Other, $366M, 903 participants)
Saint Francis Health System, Inc. 401(k) Savings P's out-of-state 401(k) peers by assets and headcount
Outside Oklahoma, the nearest 401(k) by assets is Louisiana Children's Medical Center Retirement and Savings Plan in LA ($867M); by covered participants it is Kforce 401(k) Retirement Savings Plan in FL (10,135 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($867M here).
- Louisiana Children's Medical Center Retirement and Savings Plan (LA) $867M · 12,934
- Hyster-Yale Group, Inc. Profit Sharing Retirement Plan (OH) $868M · 3,190
- Locke Lord LLP Retirement Savings Plan (TX) $868M · 995
- Travel + Leisure Co. Employee Savings Plan (FL) $865M · 10,364
Similar participant headcount
Nearest other-state filings by covered participants (10,134 participants); asset peers above are excluded.
- Kforce 401(k) Retirement Savings Plan (FL) 10,135 · 1 off
- Savings Plan of Entergy Corporation and Subsidiaries (LA) 10,136 · 2 off
- Atria Senior Living, Inc. 401(k) Plan (KY) 10,140 · 6 off
- Adm 401(k) and Employee Stock Ownership Plan for Hourly Employees (IL) 10,114 · 20 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.