Other · DOL Form 5500 · 2023
Southeast Missouri Hospital Association Retirement Plan
Data updated 2026-08-25
- $106M
- Total assets Near avg plan size
- 2,248
- Participants Above avg headcount
- 92nd
- Percentile by assets National rank
- $47,210
- Avg per participant Low balance/head
Official DOL plan name: Southeasthealth Retirement Plan · Sponsored by Southeast Missouri Hospital Association · Missouri · Healthcare & Social Assistance
$106M in assets, 2,248 participants
Southeast Missouri Hospital Association's Southeasthealth Retirement Plan reported $106M in total assets and 2,248 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #16,394 in Healthcare & Social Assistance (17,684 peers)
Coverage in Missouri
Southeasthealth Retirement Plan covers 2,248 participants in Missouri, 3.1x the typical Missouri plan (state average ~737 per filing). Assets: $106M.
- #16,394
- in Healthcare & Social Assistance (17,684 peers)
- +16.2%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Southeasthealth Retirement Plan's outsized position by total assets
Southeasthealth Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$106,128,225 Top 8% higher than 92% 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
Southeasthealth Retirement 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. Southeasthealth Retirement Plan lands in the large band (2,248 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Southeasthealth Retirement Plan reported net income rose from -$15M in the plan year 2022 filing to $15M in the plan year 2023 filing.
- Southeasthealth Retirement Plan end-of-year assets rose from $91M in the plan year 2022 filing to $106M in the plan year 2023 filing.
- Southeasthealth Retirement Plan reported participants rose from 2,124 in the plan year 2022 filing to 2,248 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 430654874 · Southeast Missouri Hospital Association PY 2023 · Other
Southeasthealth Retirement Plan · $106M · 2,248 · 92nd
- BOY $106M
- SCH 2,248
- EBSA 92nd
- PART Other
- TYPE near Iit Research Institute Employees' Tax Sheltered Annuity Plan
- NET ind #16394
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 Missouri →
Southeasthealth Retirement Plan in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $91M |
|---|---|
| Net Assets (End of Year) | $106M |
| Net Income | $15M |
| Employer EIN | 430654874 |
| Plan Effective Date | 1977-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southeast Missouri Hospital Association)
Sponsor-wide plan assets over time
All Southeast Missouri Hospital Association plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,774 | $159M |
| 2023 | 2 | 4,097 | $176M |
| 2024 | 2 | 4,959 | N/A |
Nearby Other Plans in Missouri
Peer Other plans, same state, same plan type, ranked by total assets.
- Washington University Retirement Savings Plan $6.7B · 25,521
- Children's Mercy Hospital Tax-Deferred Annuity Retirement Plan $969M · 8,984
- Saint Louis University 403(b) Annuity Plan $910M · 4,784
- Cox Savings Incentive Plan $836M · 12,220
- Bjc 403(b) Plan $448M · 5,284
Southeasthealth Retirement Plan's out-of-state Other peers by assets and headcount
Outside Missouri, the nearest Other by assets is Iit Research Institute Employees' Tax Sheltered Annuity Plan in IL ($106M); by covered participants it is Chimes International Limited 403(b) Plan in MD (2,249 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($106M here).
- Iit Research Institute Employees' Tax Sheltered Annuity Plan (IL) $106M · 123
- Point Park University Defined Contribution Retirement Plan (PA) $106M · 416
- Brunswick School Defined Contribution Retirement Plan (CT) $106M · 238
- Appalachian Regional Healthcare System 403(b) Retirement Savings Plan (NC) $107M · 1,608
Similar participant headcount
Nearest other-state filings by covered participants (2,248 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.