Other · DOL Form 5500 · 2023

Samuel U. Rodgers Health Center, Inc. Retirement Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
262
Participants Below avg headcount
63rd
Percentile by assets National rank
$47,146
Avg per participant Low balance/head
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Official DOL plan name: Samuel U. Rodgers Health Center 403(b) Plan · Sponsored by Samuel U. Rodgers Health Center, Inc. · Missouri · Healthcare & Social Assistance

$12M in assets, 262 participants

Samuel U. Rodgers Health Center, Inc.'s Samuel U. Rodgers Health Center 403(b) Plan reported $12M in total assets and 262 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,127 in Healthcare & Social Assistance (17,684 peers)

Coverage in Missouri

Samuel U. Rodgers Health Center 403(b) Plan covers 262 participants in Missouri, about 36% of the average Missouri filer (state average ~737 per filing). Assets: $12M.

#12,127
in Healthcare & Social Assistance (17,684 peers)
+28.9%
assets growth YoY

Samuel U. Rodgers Health Center 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Samuel U. Rodgers Health Center 403(b) Plan vs every filed plan by assets

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

$12,352,177 Top 37% higher than 63% 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

Samuel U. Rodgers Health Center 403(b) 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. Samuel U. Rodgers Health Center 403(b) Plan sits mid-pack in the medium band (262 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Samuel U. Rodgers Health Center 403(b) Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Samuel U. Rodgers Health Center 403(b) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 430899356 · Samuel U. Rodgers Health Center, Inc. PY 2023 · Other

Samuel U. Rodgers Health Center 403(b) Plan · $12M · 262 · 63rd

  • NET $12M
  • NET 262
  • NET 63rd
  • NET Other
  • NET near Harlem United Community Aids Center, Inc. 403b Plan
  • NET ind #12127

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 Missouri →

Samuel U. Rodgers Health Center 403(b) Plan in the asset neighbourhood

Sterling College Defined Contribution PlanSterling College Defined Con…$12MBath Community Hospital Employees 403(b) Retirement PlanBath Community Hospital Empl…$12MSamuel U. Rodgers Health Center 403(b) PlanSamuel U. Rodgers Health Cen…$12MHarlem United Community Aids Center, Inc. 403b PlanHarlem United Community Aids…$12MConnelly School of the Holy Child 403(b) DC PlanConnelly School of the Holy …$12M
End-of-year total assets ($M) among Samuel U. Rodgers Health Center 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN430899356
Plan Effective Date2000-04-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Samuel U. Rodgers Health Center, Inc.)

Sponsor-wide plan assets over time

All Samuel U. Rodgers Health Center, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 52.62270798269091% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.58M $14.6M ▲ +52.7%
Year Plans Participants Total Assets
2022 1 264 $10M
2023 1 262 $12M
2024 1 289 $15M

Nearby Other Plans in Missouri

Peer Other plans, same state, same plan type, ranked by total assets.

Samuel U. Rodgers Health Center 403(b) Plan vs. nearby Other plans in Missouri, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -202468 Total assets ($B) Participants Samuel U. Rodgers Health Center 403(b) Plan, Total assets ($B): 0.012352177 · Participants: 262Samuel U. Rodgers Health Center 403(b) PlanWashington University Retirement Savings Plan, Total assets ($B): 6.741301721 · Participants: 25521Washington University Retirement Savings PlanChildren's Mercy Hospital Tax-Deferred Annuity Retirement Plan, Total assets ($B): 0.969276726 · Participants: 8984Children's Mercy Hospital Tax-Deferred Annuity Retirement PlanSaint Louis University 403(b) Annuity Plan, Total assets ($B): 0.909883587 · Participants: 4784Saint Louis University 403(b) Annuity PlanCox Savings Incentive Plan, Total assets ($B): 0.836087645 · Participants: 12220Cox Savings Incentive PlanBjc 403(b) Plan, Total assets ($B): 0.448402831 · Participants: 5284Bjc 403(b) Plan
Samuel U. Rodgers Health Center 403(b) Plan vs. nearby Other plans in Missouri, assets vs. participants
Compare Samuel U. Rodgers Health Center 403(b) Plan side-by-side with 3 peers →

Samuel U. Rodgers Health Center 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Missouri, the nearest Other by assets is Harlem United Community Aids Center, Inc. 403b Plan in NY ($12M); by covered participants it is 403(b) Thrift Plan for Employees of Refocus, Inc. in RI (262 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (262 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 Samuel U. Rodgers Health Center 403(b) Plan assets move in 2023? ▼
Samuel U. Rodgers Health Center 403(b) Plan grew sharply - up 28.9% during 2023, from $10M to $12M. Reported net income was $3M.
How have Samuel U. Rodgers Health Center, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Samuel U. Rodgers Health Center, Inc.'s sponsor-wide assets grew 52.6%, from $10M to $15M.
Which Other plans are similar in size to Samuel U. Rodgers Health Center 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Harlem United Community Aids Center, Inc. 403b Plan in NY ($12M, 606 participants).
Which Other plans cover a similar participant headcount to Samuel U. Rodgers Health Center 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is 403(b) Thrift Plan for Employees of Refocus, Inc. in RI (262 participants, $11M 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 430899356.

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.