Other · DOL Form 5500 · 2023
Stewart Memorial Community Hospital Retirement Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 247
- Participants Below avg headcount
- 76th
- Percentile by assets National rank
- $96,934
- Avg per participant Below avg balance/head
Official DOL plan name: Stewart Memorial Community Hospital Internal Revenue Code Section 403(b) · Sponsored by Stewart Memorial Community Hospital · Iowa · Healthcare & Social Assistance
$24M in assets, 247 participants
Stewart Memorial Community Hospital's Stewart Memorial Community Hospital Internal Revenue Code Section 403(b) reported $24M in total assets and 247 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.
- #14,072 in Healthcare & Social Assistance (17,684 peers)
Coverage in Iowa
Stewart Memorial Community Hospital Internal Revenue Code Section 403(b) covers 247 participants in Iowa, about 41% of the average Iowa filer (state average ~609 per filing). Assets: $24M.
- #14,072
- in Healthcare & Social Assistance (17,684 peers)
- +14.0%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Stewart Memorial Community Hospital Internal Revenue Code Section 403(b)'s outsized position by total assets
Stewart Memorial Community Hospital Internal Revenue Code Section 403(b) vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$23,942,779 Top 24% higher than 76% 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
Stewart Memorial Community Hospital Internal Revenue Code Section 403(b) 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. Stewart Memorial Community Hospital Internal Revenue Code Section 403(b) sits mid-pack in the medium band (247 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Stewart Memorial Community Hospital Internal Revenue Code Section 403(b) reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Stewart Memorial Community Hospital Internal Revenue Code Section 403(b) end-of-year assets rose from $21M in the plan year 2022 filing to $24M in the plan year 2023 filing.
- Stewart Memorial Community Hospital Internal Revenue Code Section 403(b) reported participants rose from 244 in the plan year 2022 filing to 247 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 420860039 · Stewart Memorial Community Hospital PY 2023 · Other
Stewart Memorial Community Hospital Internal Revenue Code Section 403(b) · $24M · 247 · 76th
- EOY $24M
- EOY 247
- EOY 76th
- EOY Other
- EOY near Austin College Tax-Deferred Annuity Plan
- EOY ind #14072
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 →
Stewart Memorial Community Hospital Internal Revenue Code Section 403(b) in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $3M |
| Employer EIN | 420860039 |
| Plan Effective Date | 1971-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Stewart Memorial Community Hospital)
Sponsor-wide plan assets over time
All Stewart Memorial Community Hospital plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 21.47039770381898% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 244 | $21M |
| 2023 | 1 | 247 | $24M |
| 2024 | 1 | 256 | $26M |
Nearby Other Plans in Iowa
Peer Other plans, same state, same plan type, ranked by total assets.
- Iaicu Multiple Employer Plan $593M · 2,396
- Act, Inc. Defined Contribution Retirement Plan $426M · 1,043
- Grinnell College Employees Retirement Savings Plan $353M · 810
- Genesis Health System Retirement Savings Plan $345M · 4,651
- Drake University Mandatory Tax-Deferred Annuity Retirement Plan $277M · 1,224
Stewart Memorial Community Hospital Internal Revenue Code Section 403(b)'s out-of-state Other peers by assets and headcount
Outside Iowa, the nearest Other by assets is Austin College Tax-Deferred Annuity Plan in TX ($24M); by covered participants it is Employee Benefit Plan of Mobridge Regional Hospital in SD (247 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
Similar participant headcount
Nearest other-state filings by covered participants (247 participants); asset peers above are excluded.
- Employee Benefit Plan of Mobridge Regional Hospital (SD) 247 · 0 off
- Lsa 403b Retirement Plan (CA) 247 · 0 off
- Lincoln Park Zoological Society Retirement Plan (IL) 247 · 0 off
- Lifequest, Inc. 403(b) Retirement Plan (PA) 247 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.