Other · DOL Form 5500 · 2023

Saint Francis Medical Center Retirement Plan

Data updated 2026-08-25

$219M
Total assets Near avg plan size
3,977
Participants Above avg headcount
95th
Percentile by assets National rank
$54,964
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Saint Francis Medical Center Tax Deferred Annuity Plan · Sponsored by Saint Francis Medical Center · Missouri · Healthcare & Social Assistance

$219M in assets, 3,977 participants

Saint Francis Medical Center's Saint Francis Medical Center Tax Deferred Annuity Plan reported $219M in total assets and 3,977 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #16,913 in Healthcare & Social Assistance (17,684 peers)

Coverage in Missouri

Saint Francis Medical Center Tax Deferred Annuity Plan covers 3,977 participants in Missouri, 5.4x the typical Missouri plan (state average ~737 per filing). Assets: $219M.

#16,913
in Healthcare & Social Assistance (17,684 peers)
+15.9%
assets growth YoY
2.2×
vs typical plan assets (national mean)

Saint Francis Medical Center Tax Deferred Annuity Plan's outsized position by total assets

Saint Francis Medical Center Tax Deferred Annuity Plan vs every filed plan by assets

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

$218,592,407 Top 5% higher than 95% 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

Saint Francis Medical Center Tax Deferred Annuity 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. Saint Francis Medical Center Tax Deferred Annuity Plan lands in the large band (3,977 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Saint Francis Medical Center Tax Deferred Annuity Plan reported net income rose from -$46M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Saint Francis Medical Center Tax Deferred Annuity Plan reported participants rose from 2,831 in the plan year 2022 filing to 3,977 in the plan year 2023 filing.
  • Saint Francis Medical Center Tax Deferred Annuity Plan end-of-year assets rose from $189M in the plan year 2022 filing to $219M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 237246265 · Saint Francis Medical Center PY 2023 · Other

Saint Francis Medical Center Tax Deferred Annuity Plan · $219M · 3,977 · 95th

  • SCH $219M
  • SCH 3,977
  • SCH 95th
  • SCH Other
  • SCH near Boulder Community Health 403(b) Plan
  • SCH ind #16913

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 →

Saint Francis Medical Center Tax Deferred Annuity Plan in the asset neighbourhood

La Salle University Defined Contribution and Tax-Deferred Annuity PlanLa Salle University Defined …$219MCalvin University 403(b) Retirement PlanCalvin University 403(b) Ret…$219MSaint Francis Medical Center Tax Deferred Annuity PlanSaint Francis Medical Center…$219MBoulder Community Health 403(b) PlanBoulder Community Health 403…$218MRetirement Plan for Employees of the Population Council, Inc.Retirement Plan for Employee…$218M
End-of-year total assets ($M) among Saint Francis Medical Center Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$189M
Net Assets (End of Year)$219M
Net Income$30M
Employer EIN237246265
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Saint Francis Medical Center)

Sponsor-wide plan assets over time

All Saint Francis Medical Center plans reported in each filing year

Latest sponsor-wide plan assets
$219M 15.906201456461321% vs 2022
2023 filing year
$180M$190M$200M$210M$220M$230M 20222023 $189M $219M ▲ +15.9%
Year Plans Participants Total Assets
2022 1 2,831 $189M
2023 1 3,977 $219M

Nearby Other Plans in Missouri

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

Saint Francis Medical Center Tax Deferred Annuity Plan vs. nearby Other plans in Missouri, assets vs. participants Scatter plot of 6 data points. 050001000015000200002500030000 -202468 Total assets ($B) Participants Saint Francis Medical Center Tax Deferred Annuity Plan, Total assets ($B): 0.218592407 · Participants: 3977Saint Francis Medical Center Tax Deferred Annuity 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
Saint Francis Medical Center Tax Deferred Annuity Plan vs. nearby Other plans in Missouri, assets vs. participants
Compare Saint Francis Medical Center Tax Deferred Annuity Plan side-by-side with 3 peers →

Saint Francis Medical Center Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Missouri, the nearest Other by assets is Boulder Community Health 403(b) Plan in CO ($218M); by covered participants it is The University Hospital of Augusta, Georgia Retirement Savings Plan in GA (3,971 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,977 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 Saint Francis Medical Center Tax Deferred Annuity Plan assets move in 2023? ▼
Saint Francis Medical Center Tax Deferred Annuity Plan grew sharply - up 15.9% during 2023, from $189M to $219M. Reported net income was $30M.
How have Saint Francis Medical Center plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Saint Francis Medical Center's sponsor-wide assets grew 15.9%, from $189M to $219M.
Where does Saint Francis Medical Center Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Saint Francis Medical Center Tax Deferred Annuity Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Saint Francis Medical Center Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Boulder Community Health 403(b) Plan in CO ($218M, 1,952 participants).
Which Other plans cover a similar participant headcount to Saint Francis Medical Center Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is The University Hospital of Augusta, Georgia Retirement Savings Plan in GA (3,971 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 237246265.

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.