Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

Osf Saint Francis, Inc. Employees Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Pointcore, Inc. · Illinois · Healthcare & Social Assistance

What the 2023 filing shows

Osf Saint Francis, Inc. Employees Pension Plan holds $60M for 848 participants — about $71,324 per participant, down 4.5% over the 2023 plan year.

$60M
total plan assets (2023 EOY)
848
covered participants
$71,324
avg assets per participant
-4.5%
assets change YoY

The plan reported a net loss of $3M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$60M
Participants
848
State
Industry
Healthcare & Social Assistance

What the Filing Says About Osf Saint Francis, Inc. Employees Pension Plan

Osf Saint Francis, Inc. Employees Pension Plan is a Defined Benefit (Pension) retirement plan sponsored by Pointcore, Inc., headquartered in Illinois. As of the 2023 Form 5500 filing, the plan reports $60M in total end-of-year assets and covers 848 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 363484677, and the plan has been effective since 1992-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $63M at the beginning of 2023 to $60M at year-end — a decline of 4.5%. Net assets (after liabilities) closed the year at $60M, with reported net income of $-2,823,006 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$63M
Total Assets (End of Year)$60M
Net Assets (End of Year)$60M
Net Income$-2,823,006
Plan TypeDefined Benefit (Pension)
Employer EIN363484677
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pointcore, Inc.)

Year Plans Participants Total Assets
2022 1 909 $63M
2023 1 848 $60M
2024 1 671 $64M

Nearby Defined Benefit (Pension) Plans in Illinois

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

Frequently Asked Questions

How much money is in the Osf Saint Francis, Inc. Employees Pension Plan?
As of the 2023 Form 5500 filing, Osf Saint Francis, Inc. Employees Pension Plan holds $60M in total assets with 848 participants. It is sponsored by Pointcore, Inc..
What type of plan is Osf Saint Francis, Inc. Employees Pension Plan?
Osf Saint Francis, Inc. Employees Pension Plan is a Defined Benefit (Pension) plan. It has been effective since 1992-01-01. The plan is filed with the U.S. Department of Labor under EIN 363484677.
Who sponsors the Osf Saint Francis, Inc. Employees Pension Plan?
Osf Saint Francis, Inc. Employees Pension Plan is sponsored by Pointcore, Inc., located in Illinois. The sponsor's EIN is 363484677 and the plan operates in the Healthcare & Social Assistance industry.
How did Osf Saint Francis, Inc. Employees Pension Plan perform in 2023?
Osf Saint Francis, Inc. Employees Pension Plan declined by 4.5% during 2023, moving from $63M to $60M in total assets. Net income was $-2,823,006.
Where can I find official filings for Osf Saint Francis, Inc. Employees Pension Plan?
Official Form 5500 filings for Osf Saint Francis, Inc. Employees Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 363484677 or plan name at efast.dol.gov.
How does Osf Saint Francis, Inc. Employees Pension Plan compare to other plans?
You can compare Osf Saint Francis, Inc. Employees Pension Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in Illinois on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 363484677.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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