Other · DOL Form 5500 · 2023
St. Rose Hospital Retirement Plan
Data updated 2026-08-25
- $56M
- Total assets Below avg plan size
- 662
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $84,567
- Avg per participant Below avg balance/head
Official DOL plan name: St. Rose Hospital 403(b) Savings Plan · Sponsored by St. Rose Hospital · California · Healthcare & Social Assistance
$56M in assets, 662 participants
St. Rose Hospital's St. Rose Hospital 403(b) Savings Plan reported $56M in total assets and 662 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.
- #15,683 in Healthcare & Social Assistance (17,684 peers)
Where St. Rose Hospital 403(b) Savings Plan sits by assets
St. Rose Hospital 403(b) Savings Plan sits in the top quartile of all filed plans by assets, $56M for 662 participants (~$84,567/participant), up 18.8% in 2023.
- #15,683
- in Healthcare & Social Assistance (17,684 peers)
- +18.8%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
St. Rose Hospital 403(b) Savings Plan's outsized position by total assets
St. Rose Hospital 403(b) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$55,983,194 Top 13% higher than 87% 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
St. Rose Hospital 403(b) Savings 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. St. Rose Hospital 403(b) Savings Plan sits mid-pack in the medium band (662 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- St. Rose Hospital 403(b) Savings Plan reported net income rose from -$6M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- St. Rose Hospital 403(b) Savings Plan end-of-year assets rose from $47M in the plan year 2022 filing to $56M in the plan year 2023 filing.
- St. Rose Hospital 403(b) Savings Plan reported participants fell from 687 in the plan year 2022 filing to 662 in the plan year 2023 filing.
DOL schedule card
Filing strip 941668344 · St. Rose Hospital PY 2023 · Other
St. Rose Hospital 403(b) Savings Plan · $56M · 662 · 87th
- NET $56M
- BOOK 662
- VS-ST 87th
- BOY Other
- SCH near Vision 401(k) Plan
- EBSA ind #15683
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 California →
St. Rose Hospital 403(b) Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $47M |
|---|---|
| Net Assets (End of Year) | $56M |
| Net Income | $9M |
| Employer EIN | 941668344 |
| Plan Effective Date | 2009-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (St. Rose Hospital)
Sponsor-wide plan assets over time
All St. Rose Hospital plans reported in each filing year
- Latest sponsor-wide plan assets
- $64M 34.789018942074776% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 687 | $47M |
| 2023 | 1 | 662 | $56M |
| 2024 | 1 | 699 | $64M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Caltech Base Retirement Plan $4.8B · 10,682
- University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764
St. Rose Hospital 403(b) Savings Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Vision 401(k) Plan in TX ($56M); by covered participants it is Horizon Home Care & Hospice, Inc. 403(b) Retirement Plan in WI (662 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($56M here).
- Vision 401(k) Plan (TX) $56M · 1,238
- Pembroke Hill School Defined Contribution Retirement Plan (MO) $56M · 205
- United Nations Foundation, Inc. 403(b) DC Plan (DC) $56M · 282
- Georgetown College Defined Contribution Plan (KY) $56M · 207
Similar participant headcount
Nearest other-state filings by covered participants (662 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.