401(k) · DOL Form 5500 · 2023
St. Joseph Holdings, LLC 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 1,460
- Participants Near avg headcount
- 60th
- Percentile by assets National rank
- $7,402
- Avg per participant Low balance/head
Official DOL plan name: St. Joseph Holdings, LLC 401(k) Plan · Sponsored by St. Joseph Holdings, LLC · Louisiana · Healthcare & Social Assistance
$11M in assets, 1,460 participants
St. Joseph Holdings, LLC's St. Joseph Holdings, LLC 401(k) Plan reported $11M in total assets and 1,460 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.
- #11,635 in Healthcare & Social Assistance (17,684 peers)
Coverage in Louisiana
St. Joseph Holdings, LLC 401(k) Plan covers 1,460 participants in Louisiana, 2.9x the typical Louisiana plan (state average ~495 per filing). Assets: $11M.
- #11,635
- in Healthcare & Social Assistance (17,684 peers)
- +20.9%
- assets growth YoY
St. Joseph Holdings, LLC 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
St. Joseph Holdings, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,806,848 Top 40% higher than 60% 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. Joseph Holdings, LLC 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. St. Joseph Holdings, LLC 401(k) Plan lands in the large band (1,460 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- St. Joseph Holdings, LLC 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- St. Joseph Holdings, LLC 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- St. Joseph Holdings, LLC 401(k) Plan reported participants fell from 1,523 in the plan year 2022 filing to 1,460 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 800109664 · St. Joseph Holdings, LLC PY 2023 · 401(k)
St. Joseph Holdings, LLC 401(k) Plan · $11M · 1,460 · 60th
- EBSA $11M
- EBSA 1,460
- EBSA 60th
- EBSA 401(k)
- EBSA near Industrial Group Intermediate Holdings, LLC Retirement Savings Plan
- EBSA ind #11635
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 Louisiana →
St. Joseph Holdings, LLC 401(k) Plan in the asset neighbourhood
Louisiana filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $2M |
| Employer EIN | 800109664 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (St. Joseph Holdings, LLC)
Sponsor-wide plan assets over time
All St. Joseph Holdings, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 30.336289819562033% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,523 | $9M |
| 2023 | 1 | 1,460 | $11M |
| 2024 | 1 | 1,598 | $12M |
Nearby 401(k) Plans in Louisiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lumen 401(k) Savings Plan $7.1B · 24,522
- Savings Plan of Entergy Corporation and Subsidiaries $3.8B · 10,136
- Ochsner Clinic Foundation 401(k) Plan $2.3B · 31,221
- Louisiana Children's Medical Center Retirement and Savings Plan $867M · 12,934
- Amedisys Holding, LLC 401(k) Plan $849M · 20,100
St. Joseph Holdings, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Louisiana, the nearest 401(k) by assets is Industrial Group Intermediate Holdings, LLC Retirement Savings Plan in NY ($11M); by covered participants it is Heritage Valley Health System 401(k) Plan in PA (1,460 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,460 participants); asset peers above are excluded.
- Heritage Valley Health System 401(k) Plan (PA) 1,460 · 0 off
- Wagner Equipment Co. Retirement Savings Plan (CO) 1,460 · 0 off
- Novae LLC 401(k) Retirement Plan (IN) 1,460 · 0 off
- Entrust Corporation Employee Investment Plan (MN) 1,460 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.