Other · DOL Form 5500 · 2023
Saint Francis Health System Inc Retirement Plan
Data updated 2026-08-25
- $352M
- Total assets Above avg plan size
- 991
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $354,992
- Avg per participant High balance/head
Official DOL plan name: Saint Francis Health System, Inc. 403(b) Savings P · Sponsored by Saint Francis Health System Inc · Oklahoma · Healthcare & Social Assistance
$352M in assets, 991 participants
Saint Francis Health System Inc's Saint Francis Health System, Inc. 403(b) Savings P reported $352M in total assets and 991 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #17,131 in Healthcare & Social Assistance (17,684 peers)
Where Saint Francis Health System, Inc. 403(b) Savings P sits by assets
Saint Francis Health System, Inc. 403(b) Savings P sits in the top 5% of all filed plans by assets, $352M for 991 participants (~$354,992/participant), up 17.7% in 2023.
- #17,131
- in Healthcare & Social Assistance (17,684 peers)
- +17.7%
- assets growth YoY
- 3.5×
- vs typical plan assets (national mean)
Saint Francis Health System, Inc. 403(b) Savings P's outsized position by total assets
Saint Francis Health System, Inc. 403(b) Savings P vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$351,797,420 Top 3% higher than 97% 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. 403(b) Savings P among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Saint Francis Health System, Inc. 403(b) Savings P sits mid-pack in the medium band (991 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Saint Francis Health System, Inc. 403(b) Savings P reported net income rose from -$55M in the plan year 2022 filing to $53M in the plan year 2023 filing.
- Saint Francis Health System, Inc. 403(b) Savings P end-of-year assets rose from $299M in the plan year 2022 filing to $352M in the plan year 2023 filing.
- Saint Francis Health System, Inc. 403(b) Savings P reported participants rose from 930 in the plan year 2022 filing to 991 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 731501972 · Saint Francis Health System Inc PY 2023 · Other
Saint Francis Health System, Inc. 403(b) Savings P · $352M · 991 · 97th
- PCT $352M
- EIN 991
- RANK 97th
- PHOTO Other
- IND near Pih Health, Inc. 403(b) Plan
- EOY ind #17131
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. 403(b) Savings P in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $299M |
|---|---|
| Net Assets (End of Year) | $352M |
| Net Income | $53M |
| 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 Other Plans in Oklahoma
Peer Other plans, same state, same plan type, ranked by total assets.
- 403(b) Retirement Savings Plan for Integris Health, Inc. $957M · 10,744
- The University of Tulsa Defined Contribution Retirement Plan $403M · 1,127
- Oral Roberts University Retirement Plan $70M · 505
- Duncan Regional Hospital 403(b) Plan $53M · 692
- Oklahoma Medical Research Foundation Supplemental Retirement Plan $52M · 359
Saint Francis Health System, Inc. 403(b) Savings P's out-of-state Other peers by assets and headcount
Outside Oklahoma, the nearest Other by assets is Pih Health, Inc. 403(b) Plan in CA ($352M); by covered participants it is Mutual of America Life Insurance Company Savings Plan in NY (990 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($352M here).
- Pih Health, Inc. 403(b) Plan (CA) $352M · 6,165
- Clarkson University Pension Plan (NY) $351M · 889
- Colorado College Retirement Benefit Plan (CO) $353M · 707
- Grinnell College Employees Retirement Savings Plan (IA) $353M · 810
Similar participant headcount
Nearest other-state filings by covered participants (991 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.