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
PlainRetire home → About this data RSS: change history

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

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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.

See the national 2022→2023 release diff →

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

Fountain House 403(b) Retirement PlanFountain House 403(b) Retire…$14MPpg Puerto Rico Employee Savings PlanPpg Puerto Rico Employee Sav…$14MMission Plastics North Division of Peterson Manufacturing Company Profit Sharing Plan and TrustMission Plastics North Divis…$14MSaint Elizabeth Community 403(b) Retirement PlanSaint Elizabeth Community 40…$14MBac #1 Supplemental Retirement FundBac #1 Supplemental Retireme…$14M
End-of-year total assets ($M) among Saint Elizabeth Community 403(b) Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Rhode Island filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN050457342
Plan Effective Date2014-01-01
Filing StatusFILING 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
$10M$12M$14M$16M 202220232024 $11.2M $15.5M ▲ +38.4%
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.

Saint Elizabeth Community 403(b) Retirement Plan vs. nearby Profit Sharing plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. 050001000015000 -2000200400600 Total assets ($M) Participants Saint Elizabeth Community 403(b) Retirement Plan, Total assets ($M): 13.711032 · Participants: 495Saint Elizabeth Community 403(b) Retirement PlanCare New England 403(b) Match & Savings Plan, Total assets ($M): 515.558668 · Participants: 7471Care New England 403(b) Match & Savings PlanTextron Retirement Account Plan Trust, Total assets ($M): 332.389145 · Participants: 10046Textron Retirement Account Plan TrustBrown Physicians, Inc. 401(a) Plan, Total assets ($M): 280.868521 · Participants: 1274Brown Physicians, Inc. 401(a) PlanInternational Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan, Total assets ($M): 178.673516 · Participants: 694International Brotherhood of Electrical Workers Local Union No. 99 Annuity PlanIuoe Local 57 Annuity Plan, Total assets ($M): 131.889048 · Participants: 938Iuoe Local 57 Annuity Plan
Saint Elizabeth Community 403(b) Retirement Plan vs. nearby Profit Sharing plans in Rhode Island, assets vs. participants

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.

Similar participant headcount

Nearest other-state filings by covered participants (495 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.

Frequently Asked Questions

How did Saint Elizabeth Community 403(b) Retirement Plan assets move in 2023?
Saint Elizabeth Community 403(b) Retirement Plan grew sharply - up 22.3% during 2023, from $11M to $14M. Reported net income was $3M.
How have Saint Elizabeth Community plan assets changed over time?
Across 3 plan years on file (2022-2024), Saint Elizabeth Community's sponsor-wide assets grew 38.4%, from $11M to $16M.
Which Profit Sharing plans are similar in size to Saint Elizabeth Community 403(b) Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Bac #1 Supplemental Retirement Fund in MN ($14M, 348 participants).
Which Profit Sharing plans cover a similar participant headcount to Saint Elizabeth Community 403(b) Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Pension Plan for Direct Labor Employees in NY (495 participants, $45M in assets).