Profit Sharing · DOL Form 5500 · 2023
Saint Elizabeth Community Profit Sharing Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 495
- Participants Below avg headcount
- 65th
- Percentile by assets National rank
- $27,699
- Avg per participant Low balance/head
Official DOL plan name: Saint Elizabeth Community 403(b) Retirement Plan · Sponsored by Saint Elizabeth Community · Rhode Island · Healthcare & Social Assistance
$14M in assets, 495 participants
Saint Elizabeth Community's Saint Elizabeth Community 403(b) Retirement Plan reported $14M in total assets and 495 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.
- #12,466 in Healthcare & Social Assistance (17,684 peers)
Coverage in Rhode Island
Saint Elizabeth Community 403(b) Retirement Plan covers 495 participants in Rhode Island, about 34% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $14M.
- #12,466
- in Healthcare & Social Assistance (17,684 peers)
- +22.3%
- assets growth YoY
Saint Elizabeth Community 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Saint Elizabeth Community 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$13,711,032 Top 35% higher than 65% 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
Saint Elizabeth Community 403(b) Retirement 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. Saint Elizabeth Community 403(b) Retirement Plan sits mid-pack in the medium band (495 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Saint Elizabeth Community 403(b) Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Saint Elizabeth Community 403(b) Retirement Plan end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- Saint Elizabeth Community 403(b) Retirement Plan reported participants rose from 470 in the plan year 2022 filing to 495 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 050457342 · Saint Elizabeth Community PY 2023 · Profit Sharing
Saint Elizabeth Community 403(b) Retirement Plan · $14M · 495 · 65th
- ASSETS $14M
- PCT 495
- EIN 65th
- RANK Profit Sharing
- PHOTO near Bac #1 Supplemental Retirement Fund
- IND ind #12466
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 Rhode Island →
Saint Elizabeth Community 403(b) Retirement Plan in the asset neighbourhood
Rhode Island filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $3M |
| Employer EIN | 050457342 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Saint Elizabeth Community)
Sponsor-wide plan assets over time
All Saint Elizabeth Community plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 38.40845861748468% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 470 | $11M |
| 2023 | 1 | 495 | $14M |
| 2024 | 1 | 500 | $16M |
Nearby Profit Sharing Plans in Rhode Island
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Care New England 403(b) Match & Savings Plan $516M · 7,471
- Textron Retirement Account Plan Trust $332M · 10,046
- Brown Physicians, Inc. 401(a) Plan $281M · 1,274
- International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan $179M · 694
- Iuoe Local 57 Annuity Plan $132M · 938
Saint Elizabeth Community 403(b) Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Rhode Island, the nearest Profit Sharing by assets is Bac #1 Supplemental Retirement Fund in MN ($14M); by covered participants it is Pension Plan for Direct Labor Employees in NY (495 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (495 participants); asset peers above are excluded.
- Pension Plan for Direct Labor Employees (NY) 495 · 0 off
- Geo Foundation 403(b) Plan (IN) 495 · 0 off
- Shreveport Electrical Industry Profit Sharing Plan (TN) 494 · 1 off
- Henderson Behavioral Health Inc Revenue Sharing Plan (FL) 494 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.