Other · DOL Form 5500 · 2023
Roper St. Francis Healthcare Retirement Plan
Data updated 2026-08-25
- $583M
- Total assets Above avg plan size
- 5,979
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $97,560
- Avg per participant Below avg balance/head
Official DOL plan name: Roper St. Francis Healthcare 403(b) Plan · Sponsored by Roper St. Francis Healthcare · South Carolina · Healthcare & Social Assistance
$583M in assets, 5,979 participants
Roper St. Francis Healthcare's Roper St. Francis Healthcare 403(b) Plan reported $583M in total assets and 5,979 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #17,303 in Healthcare & Social Assistance (17,684 peers)
Coverage in South Carolina
Roper St. Francis Healthcare 403(b) Plan covers 5,979 participants in South Carolina, 16x the typical South Carolina plan (state average ~369 per filing). Assets: $583M.
- #17,303
- in Healthcare & Social Assistance (17,684 peers)
- +22.5%
- assets growth YoY
- 5.9×
- vs typical plan assets (national mean)
Roper St. Francis Healthcare 403(b) Plan's outsized position by total assets
Roper St. Francis Healthcare 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$583,309,557 Top 2% higher than 98% 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
Roper St. Francis Healthcare 403(b) 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. Roper St. Francis Healthcare 403(b) Plan lands in the large band (5,979 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Roper St. Francis Healthcare 403(b) Plan reported net income rose from -$87M in the plan year 2022 filing to $107M in the plan year 2023 filing.
- Roper St. Francis Healthcare 403(b) Plan end-of-year assets rose from $476M in the plan year 2022 filing to $583M in the plan year 2023 filing.
- Roper St. Francis Healthcare 403(b) Plan reported participants rose from 5,671 in the plan year 2022 filing to 5,979 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 570831165 · Roper St. Francis Healthcare PY 2023 · Other
Roper St. Francis Healthcare 403(b) Plan · $583M · 5,979 · 98th
- PART $583M
- TYPE 5,979
- NET 98th
- BOOK Other
- VS-ST near Smith College Defined Contribution Retirement Plan
- BOY ind #17303
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 South Carolina →
Roper St. Francis Healthcare 403(b) Plan in the asset neighbourhood
South Carolina filing particulars
| Total Assets (Beginning of Year) | $476M |
|---|---|
| Net Assets (End of Year) | $583M |
| Net Income | $107M |
| Employer EIN | 570831165 |
| Plan Effective Date | 1995-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Roper St. Francis Healthcare)
Sponsor-wide plan assets over time
All Roper St. Francis Healthcare plans reported in each filing year
- Latest sponsor-wide plan assets
- $664M 39.519242702996955% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,671 | $476M |
| 2023 | 1 | 5,979 | $583M |
| 2024 | 1 | 6,443 | $664M |
Nearby Other Plans in South Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
- Prisma Health 401(a) Plan $838M · 21,235
- Furman University Defined Contribution and Tax Deferred Annuity Retirement Plan $325M · 1,710
- Anmed Health Retirement Savings Plan $219M · 3,474
- Tidelands Health 403(b) Retirement Savings Plan $176M · 2,141
- Uma Supplemental 403(b) Plan $130M · 2,514
Scale composition for Roper St. Francis Healthcare 403(b) Plan
Roper St. Francis Healthcare 403(b) Plan reports $583M in end-of-year assets across 5,979 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $97,560 per participant (71% of the national average assets-per-participant) . Net income for plan year 2023 was $107M.
This plan identity (EIN 570831165, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $476M to $664M (+39.5%) while covered participants moved from 5,671 to 6,443 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,671 | $476M | Open filing |
| 2023 | 5,979 | $583M | This page |
| 2024 · index core | 6,443 | $664M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Roper St. Francis Healthcare 403(b) Plan (Other, $664M, 6,443 participants)
Roper St. Francis Healthcare 403(b) Plan's out-of-state Other peers by assets and headcount
Outside South Carolina, the nearest Other by assets is Smith College Defined Contribution Retirement Plan in MA ($583M); by covered participants it is Luminis Health Retirement Plan (Employer Contributions) in MD (5,951 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($583M here).
- Smith College Defined Contribution Retirement Plan (MA) $583M · 1,843
- Umass Memorial Health Care 403(b) Plan (MA) $585M · 4,093
- Baylor Scott & White Health 403(b) Savings Plan (TX) $580M · 5,360
- Amherst College Defined Contribution Retirement Plan (MA) $579M · 2,170
Similar participant headcount
Nearest other-state filings by covered participants (5,979 participants); asset peers above are excluded.
- Luminis Health Retirement Plan (Employer Contributions) (MD) 5,951 · 28 off
- St. Jude Children's Research Hospital Defined Contribution Retirement Plan (TN) 6,010 · 31 off
- Thedacare Retirement and 403(b) Savings Plan (WI) 6,021 · 42 off
- Appalachian Regional Healthcare, Inc. Thrift Plan (KY) 5,921 · 58 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.