Other · DOL Form 5500 · 2023

Osceola Community Hosptial Inc. Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
134
Participants Small participant base
42nd
Percentile by assets National rank
$33,485
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Osceola Community Hospital Inc. Tax Deferred Annuity Plan · Sponsored by Osceola Community Hosptial Inc. · Iowa · Healthcare & Social Assistance

$4M in assets, 134 participants

Osceola Community Hosptial Inc.'s Osceola Community Hospital Inc. Tax Deferred Annuity Plan reported $4M in total assets and 134 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #8,085 in Healthcare & Social Assistance (17,684 peers)

Coverage in Iowa

Osceola Community Hospital Inc. Tax Deferred Annuity Plan covers 134 participants in Iowa, about 22% of the average Iowa filer (state average ~609 per filing). Assets: $4M.

#8,085
in Healthcare & Social Assistance (17,684 peers)
+15.0%
assets growth YoY

Osceola Community Hospital Inc. Tax Deferred Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Osceola Community Hospital Inc. Tax Deferred Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$4,486,956 42nd percentile higher than 42% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Osceola Community Hospital Inc. Tax Deferred Annuity Plan 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. Osceola Community Hospital Inc. Tax Deferred Annuity Plan sits mid-pack in the medium band (134 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Osceola Community Hospital Inc. Tax Deferred Annuity Plan reported net income rose from -$2M in the plan year 2022 filing to $585K in the plan year 2023 filing.
  • Osceola Community Hospital Inc. Tax Deferred Annuity Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 420890973 · Osceola Community Hosptial Inc. PY 2023 · Other

Osceola Community Hospital Inc. Tax Deferred Annuity Plan · $4M · 134 · 42nd

  • EBSA $4M
  • PART 134
  • TYPE 42nd
  • NET Other
  • BOOK near Evergreen Center, Inc. Tax Deferred Annuity (Tda) Plan
  • VS-ST ind #8085

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 →

Osceola Community Hospital Inc. Tax Deferred Annuity Plan in the asset neighbourhood

Osceola Community Hospital Inc. Tax Deferred Annuity PlanOsceola Community Hospital I…$4MEvergreen Center, Inc. Tax Deferred Annuity (Tda) PlanEvergreen Center, Inc. Tax D…$4MCrisp Shared Services, Inc. 403(b) Retirement Readiness PlanCrisp Shared Services, Inc. …$4MCys Fresno 403(b) Plan$4MCayuga Medical Center 403(b) Plan (Dc2)Cayuga Medical Center 403(b)…$4M
End-of-year total assets ($M) among Osceola Community Hospital Inc. Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$585K
Employer EIN420890973
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Osceola Community Hosptial Inc.)

Sponsor-wide plan assets over time

All Osceola Community Hosptial Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 10.923600960267004% vs 2022
2024 filing year
$3.8M$4M$4.2M$4.4M$4.6M 202220232024 $3.9M $4.33M ▲ +11.0%
Year Plans Participants Total Assets
2022 1 135 $4M
2023 1 134 $4M
2024 1 122 $4M

Nearby Other Plans in Iowa

Peer Other plans, same state, same plan type, ranked by total assets.

Osceola Community Hospital Inc. Tax Deferred Annuity Plan vs. nearby Other plans in Iowa, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600800 Total assets ($M) Participants Osceola Community Hospital Inc. Tax Deferred Annuity Plan, Total assets ($M): 4.486956 · Participants: 134Osceola Community Hospital Inc. Tax Deferred Annuity PlanIaicu Multiple Employer Plan, Total assets ($M): 593.244111 · Participants: 2396Iaicu Multiple Employer PlanAct, Inc. Defined Contribution Retirement Plan, Total assets ($M): 425.690125 · Participants: 1043Act, Inc. Defined Contribution Retirement PlanGrinnell College Employees Retirement Savings Plan, Total assets ($M): 352.550863 · Participants: 810Grinnell College Employees Retirement Savings PlanGenesis Health System Retirement Savings Plan, Total assets ($M): 344.594954 · Participants: 4651Genesis Health System Retirement Savings PlanDrake University Mandatory Tax-Deferred Annuity Retirement Plan, Total assets ($M): 277.013704 · Participants: 1224Drake University Mandatory Tax-Deferred Annuity Retirement Plan
Osceola Community Hospital Inc. Tax Deferred Annuity Plan vs. nearby Other plans in Iowa, assets vs. participants
Compare Osceola Community Hospital Inc. Tax Deferred Annuity Plan side-by-side with 3 peers →

Osceola Community Hospital Inc. Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Iowa, the nearest Other by assets is Evergreen Center, Inc. Tax Deferred Annuity (Tda) Plan in MA ($4M); by covered participants it is Franklin W. Olin College of Engineering 403(b) Retirement Plan in MA (134 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Osceola Community Hospital Inc. Tax Deferred Annuity Plan assets move in 2023? ▼
Osceola Community Hospital Inc. Tax Deferred Annuity Plan grew at a solid clip - up 15.0% during 2023, from $4M to $4M. Reported net income was $585K.
How have Osceola Community Hosptial Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Osceola Community Hosptial Inc.'s sponsor-wide assets grew 10.9%, from $4M to $4M.
Which Other plans are similar in size to Osceola Community Hospital Inc. Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Evergreen Center, Inc. Tax Deferred Annuity (Tda) Plan in MA ($4M, 264 participants).
Which Other plans cover a similar participant headcount to Osceola Community Hospital Inc. Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Franklin W. Olin College of Engineering 403(b) Retirement Plan in MA (134 participants, $62M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 420890973.

Read our methodology - how this data is sourced, computed, and verified.

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