Defined Benefit (Pension) · DOL Form 5500 · 2023

Franciscan Alliance, Inc. Pension Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
355
Participants Below avg headcount
80th
Percentile by assets National rank
$90,363
Avg per participant Below avg balance/head
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Official DOL plan name: Greater Lafayette Health Services, Inc. Pension Security Plan · Sponsored by Franciscan Alliance, Inc. · Indiana · Healthcare & Social Assistance

$32M in assets, 355 participants

Franciscan Alliance, Inc.'s Greater Lafayette Health Services, Inc. Pension Security Plan reported $32M in total assets and 355 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #14,690 in Healthcare & Social Assistance (17,684 peers)

Where Greater Lafayette Health Services, Inc. Pension Security Plan sits by assets

Greater Lafayette Health Services, Inc. Pension Security Plan sits in the top quartile of all filed plans by assets, $32M for 355 participants (~$90,363/participant), up 1.9% in 2023.

#14,690
in Healthcare & Social Assistance (17,684 peers)
+1.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Greater Lafayette Health Services, Inc. Pension Security Plan's outsized position by total assets

Greater Lafayette Health Services, Inc. Pension Security Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$32,079,015 Top 20% higher than 80% 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

Greater Lafayette Health Services, Inc. Pension Security 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. Greater Lafayette Health Services, Inc. Pension Security Plan sits mid-pack in the medium band (355 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Greater Lafayette Health Services, Inc. Pension Security Plan reported net income rose from -$12M in the plan year 2022 filing to $588K in the plan year 2023 filing.
  • Greater Lafayette Health Services, Inc. Pension Security Plan reported participants fell from 396 in the plan year 2022 filing to 355 in the plan year 2023 filing.
  • Greater Lafayette Health Services, Inc. Pension Security Plan end-of-year assets rose from $31M in the plan year 2022 filing to $32M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 352056396 · Franciscan Alliance, Inc. PY 2023 · Defined Benefit (Pension)

Greater Lafayette Health Services, Inc. Pension Security Plan · $32M · 355 · 80th

  • EIN $32M
  • EIN 355
  • EIN 80th
  • EIN Defined Benefit (Pension)
  • EIN near Qualstar Credit Union Defined Benefit Plan
  • EIN ind #14690

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 Indiana →

Greater Lafayette Health Services, Inc. Pension Security Plan in the asset neighbourhood

Greater Lafayette Health Services, Inc. Pension Security PlanGreater Lafayette Health Ser…$32MQualstar Credit Union Defined Benefit PlanQualstar Credit Union Define…$32MStaff Retirement Plan of the Excavators Union Local 731Staff Retirement Plan of the…$32MTeamsters Joint Council No. 73 Pension & Trust FundTeamsters Joint Council No. …$32MNuclear Fuel Services, Inc. Retirement Plan for Hourly EmployeesNuclear Fuel Services, Inc. …$32M
End-of-year total assets ($M) among Greater Lafayette Health Services, Inc. Pension Security Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$32M
Net Income$588K
Employer EIN352056396
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Franciscan Alliance, Inc.)

Sponsor-wide plan assets over time

All Franciscan Alliance, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 2.420289342844574% vs 2022
2024 filing year
$30.5M$31M$31.5M$32M$32.5M 202220232024 $31.5M $30.7M ▼ -2.4%
Year Plans Participants Total Assets
2022 1 396 $31M
2023 1 355 $32M
2024 1 312 $31M

Nearby Defined Benefit (Pension) Plans in Indiana

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Greater Lafayette Health Services, Inc. Pension Security Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -5051015 Total assets ($B) Participants Greater Lafayette Health Services, Inc. Pension Security Plan, Total assets ($B): 0.032079015 · Participants: 355Greater Lafayette Health Services, Inc. Pension Security PlanThe Lilly Retirement Plan, Total assets ($B): 11.68755379 · Participants: 19111The Lilly Retirement PlanCummins Pension Plan, Total assets ($B): 3.321162584 · Participants: 26560Cummins Pension PlanIndiana Laborers Pension Fund, Total assets ($B): 1.654720253 · Participants: 10800Indiana Laborers Pension FundElevance Health Cash Balance Plan a, Total assets ($B): 1.277905032 · Participants: 8197Elevance Health Cash Balance Plan aNisource Pension Plan, Total assets ($B): 1.063713087 · Participants: 2174Nisource Pension Plan
Greater Lafayette Health Services, Inc. Pension Security Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
Compare Greater Lafayette Health Services, Inc. Pension Security Plan side-by-side with 3 peers →

Greater Lafayette Health Services, Inc. Pension Security Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Indiana, the nearest Defined Benefit (Pension) by assets is Qualstar Credit Union Defined Benefit Plan in WA ($32M); by covered participants it is Hogan Lovells US LLP Cash Balance Plan in DC (355 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (355 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 Greater Lafayette Health Services, Inc. Pension Security Plan assets move in 2023? ▼
Greater Lafayette Health Services, Inc. Pension Security Plan edged up modestly - up 1.9% during 2023, from $31M to $32M. Reported net income was $588K.
How have Franciscan Alliance, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Franciscan Alliance, Inc.'s sponsor-wide assets declined 2.4%, from $31M to $31M.
Where does Greater Lafayette Health Services, Inc. Pension Security Plan rank by assets among Form 5500 filers? ▼
Greater Lafayette Health Services, Inc. Pension Security Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Greater Lafayette Health Services, Inc. Pension Security Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Qualstar Credit Union Defined Benefit Plan in WA ($32M, 93 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Greater Lafayette Health Services, Inc. Pension Security Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Hogan Lovells US LLP Cash Balance Plan in DC (355 participants, $103M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 352056396.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.