401(k) · DOL Form 5500 · 2023

St Josephs Community Health Services Inc 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
172
Participants Small participant base
70th
Percentile by assets National rank
$101,195
Avg per participant Below avg balance/head
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Official DOL plan name: St. Joseph's Health Services, Inc. 401(k) Plan · Sponsored by St Josephs Community Health Services Inc · Wisconsin · Healthcare & Social Assistance

$17M in assets, 172 participants

St Josephs Community Health Services Inc's St. Joseph's Health Services, Inc. 401(k) Plan reported $17M in total assets and 172 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #13,219 in Healthcare & Social Assistance (17,684 peers)

Coverage in Wisconsin

St. Joseph's Health Services, Inc. 401(k) Plan covers 172 participants in Wisconsin, about 31% of the average Wisconsin filer (state average ~563 per filing). Assets: $17M.

#13,219
in Healthcare & Social Assistance (17,684 peers)
+24.8%
assets growth YoY

St. Joseph's Health Services, Inc. 401(k) Plan's outsized position by total assets

St. Joseph's Health Services, Inc. 401(k) Plan vs every filed plan by assets

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

$17,405,534 Top 30% higher than 70% 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

St. Joseph's Health Services, Inc. 401(k) 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. St. Joseph's Health Services, Inc. 401(k) Plan sits mid-pack in the medium band (172 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • St. Joseph's Health Services, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • St. Joseph's Health Services, Inc. 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • St. Joseph's Health Services, Inc. 401(k) Plan reported participants fell from 177 in the plan year 2022 filing to 172 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 390929538 · St Josephs Community Health Services Inc PY 2023 · 401(k)

St. Joseph's Health Services, Inc. 401(k) Plan · $17M · 172 · 70th

  • ASSETS $17M
  • ASSETS 172
  • ASSETS 70th
  • ASSETS 401(k)
  • ASSETS near Storer Transportation Service, Inc. Profit Sharing 401(k) Plan
  • ASSETS ind #13219

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 Wisconsin →

St. Joseph's Health Services, Inc. 401(k) Plan in the asset neighbourhood

St. Joseph's Health Services, Inc. 401(k) PlanSt. Joseph's Health Services…$17MStorer Transportation Service, Inc. Profit Sharing 401(k) PlanStorer Transportation Servic…$17MPersona Signs, LLC 401(k) Retirement Savings PlanPersona Signs, LLC 401(k) Re…$17MStein Eriksen Lodge 401(k) Retirement Savings PlanStein Eriksen Lodge 401(k) R…$17MEnsembleiq 401(k) Plan$17M
End-of-year total assets ($M) among St. Joseph's Health Services, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN390929538
Plan Effective Date1966-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St Josephs Community Health Services Inc)

Sponsor-wide plan assets over time

All St Josephs Community Health Services Inc plans reported in each filing year

Latest sponsor-wide plan assets
$17M 24.827817482874266% vs 2022
2023 filing year
$12M$14M$16M$18M 20222023 $13.9M $17.4M ▲ +24.9%
Year Plans Participants Total Assets
2022 1 177 $14M
2023 1 172 $17M

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

St. Joseph's Health Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants St. Joseph's Health Services, Inc. 401(k) Plan, Total assets ($B): 0.017405534 · Participants: 172St. Joseph's Health Services, Inc. 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
St. Joseph's Health Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare St. Joseph's Health Services, Inc. 401(k) Plan side-by-side with 3 peers →

St. Joseph's Health Services, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Storer Transportation Service, Inc. Profit Sharing 401(k) Plan in CA ($17M); by covered participants it is Retail Capital LLC 401(k) Plan in MI (172 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (172 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 St. Joseph's Health Services, Inc. 401(k) Plan assets move in 2023? ▼
St. Joseph's Health Services, Inc. 401(k) Plan grew sharply - up 24.8% during 2023, from $14M to $17M. Reported net income was $3M.
How have St Josephs Community Health Services Inc plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), St Josephs Community Health Services Inc's sponsor-wide assets grew 24.8%, from $14M to $17M.
Which 401(k) plans are similar in size to St. Joseph's Health Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Storer Transportation Service, Inc. Profit Sharing 401(k) Plan in CA ($17M, 863 participants).
Which 401(k) plans cover a similar participant headcount to St. Joseph's Health Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Retail Capital LLC 401(k) Plan in MI (172 participants, N/A 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 390929538.

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.