401(k) · DOL Form 5500 · 2023

Franciscan Alliance, Inc. 401(k) Plan

Data updated 2026-08-25

$72M
Total assets Below avg plan size
759
Participants Near avg headcount
89th
Percentile by assets National rank
$95,209
Avg per participant Below avg balance/head
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Official DOL plan name: Assisi Retirement Plan · Sponsored by Franciscan Alliance, Inc. · Indiana · Healthcare & Social Assistance

$72M in assets, 759 participants

Franciscan Alliance, Inc.'s Assisi Retirement Plan reported $72M in total assets and 759 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #16,005 in Healthcare & Social Assistance (17,684 peers)

Where Assisi Retirement Plan sits by assets

Assisi Retirement Plan sits in the top quartile of all filed plans by assets, $72M for 759 participants (~$95,209/participant), up 6.8% in 2023.

#16,005
in Healthcare & Social Assistance (17,684 peers)
+6.8%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Assisi Retirement Plan's outsized position by total assets

Assisi Retirement Plan vs every filed plan by assets

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

$72,263,932 Top 11% higher than 89% 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

Assisi 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. Assisi Retirement Plan sits mid-pack in the medium band (759 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Assisi Retirement Plan reported net income rose from -$18M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Assisi Retirement Plan reported participants rose from 691 in the plan year 2022 filing to 759 in the plan year 2023 filing.
  • Assisi Retirement Plan end-of-year assets rose from $68M in the plan year 2022 filing to $72M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 351330472 · Franciscan Alliance, Inc. PY 2023 · 401(k)

Assisi Retirement Plan · $72M · 759 · 89th

  • PART $72M
  • PART 759
  • PART 89th
  • PART 401(k)
  • PART near Sme Employees' Savings Plan and Trust
  • PART ind #16005

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 →

Assisi Retirement Plan in the asset neighbourhood

Sme Employees' Savings Plan and TrustSme Employees' Savings Plan …$72MAssisi Retirement Plan$72MEastern Propane 401(k) Plan$72MApplovin Corporation 401(k) Profit Sharing Plan and TrustApplovin Corporation 401(k) …$72MTerra Millennium Corporation 401(k) PlanTerra Millennium Corporation…$72M
End-of-year total assets ($M) among Assisi Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$72M
Net Income$5M
Employer EIN351330472
Plan Effective Date1973-07-31
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
$77M 14.328247205407987% vs 2022
2024 filing year
$65M$70M$75M$80M 202220232024 $67.7M $77.4M ▲ +14.3%
Year Plans Participants Total Assets
2022 1 691 $68M
2023 1 759 $72M
2024 1 691 $77M

Nearby 401(k) Plans in Indiana

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

Assisi Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Assisi Retirement Plan, Total assets ($B): 0.072263932 · Participants: 759Assisi Retirement PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Assisi Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Assisi Retirement Plan side-by-side with 3 peers →

Assisi Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Sme Employees' Savings Plan and Trust in MI ($72M); by covered participants it is Pds 401(k) Plan for Defense Employees in TX (759 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($72M here).

Similar participant headcount

Nearest other-state filings by covered participants (759 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 Assisi Retirement Plan assets move in 2023? ▼
Assisi Retirement Plan grew at a solid clip - up 6.8% during 2023, from $68M to $72M. Reported net income was $5M.
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 grew 14.3%, from $68M to $77M.
Where does Assisi Retirement Plan rank by assets among Form 5500 filers? ▼
Assisi Retirement Plan ranks in the 89th 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 401(k) plans are similar in size to Assisi Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sme Employees' Savings Plan and Trust in MI ($72M, 328 participants).
Which 401(k) plans cover a similar participant headcount to Assisi Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pds 401(k) Plan for Defense Employees in TX (759 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 351330472.

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.