401(k) · DOL Form 5500 · 2023

St. Joseph Care Center 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
115
Participants Small participant base
31st
Percentile by assets National rank
$19,002
Avg per participant Low balance/head
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Official DOL plan name: St. Joseph Senior Living 401(k) Retirement Plan · Sponsored by St. Joseph Care Center · Ohio · Healthcare & Social Assistance

$2M in assets, 115 participants

St. Joseph Care Center's St. Joseph Senior Living 401(k) Retirement Plan reported $2M in total assets and 115 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,406 in Healthcare & Social Assistance (17,684 peers)

Coverage in Ohio

St. Joseph Senior Living 401(k) Retirement Plan covers 115 participants in Ohio, about 15% of the average Ohio filer (state average ~765 per filing). Assets: $2M.

#5,406
in Healthcare & Social Assistance (17,684 peers)
+23.9%
assets growth YoY

St. Joseph Senior Living 401(k) Retirement Plan among the smaller filed plans by assets

St. Joseph Senior Living 401(k) Retirement Plan vs every filed plan by assets

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

$2,185,249 31st percentile higher than 31% 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

St. Joseph Senior Living 401(k) 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. St. Joseph Senior Living 401(k) Retirement Plan sits mid-pack in the medium band (115 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • St. Joseph Senior Living 401(k) Retirement Plan reported net income rose from -$719K in the plan year 2022 filing to $421K in the plan year 2023 filing.
  • St. Joseph Senior Living 401(k) Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • St. Joseph Senior Living 401(k) Retirement Plan reported participants fell from 121 in the plan year 2022 filing to 115 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 340714512 · St. Joseph Care Center PY 2023 · 401(k)

St. Joseph Senior Living 401(k) Retirement Plan · $2M · 115 · 31st

  • RANK $2M
  • RANK 115
  • RANK 31st
  • RANK 401(k)
  • RANK near Idy, LLC 401(k) Profit Sharing Plan
  • RANK ind #5406

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 Ohio →

St. Joseph Senior Living 401(k) Retirement Plan in the asset neighbourhood

St. Joseph Senior Living 401(k) Retirement PlanSt. Joseph Senior Living 401…$2MIdy, LLC 401(k) Profit Sharing PlanIdy, LLC 401(k) Profit Shari…$2MWalton K. Joyner, Jr., M.D., P.a. 401(k) Profit Sharing PlanWalton K. Joyner, Jr., M.D.,…$2MMack Brothers & Associates, Inc. Profit Sharing PlanMack Brothers & Associates, …$2MYumi Ice Cream Co., Inc. 401(k) PlanYumi Ice Cream Co., Inc. 401…$2M
End-of-year total assets ($M) among St. Joseph Senior Living 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$421K
Employer EIN340714512
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. Joseph Care Center)

Sponsor-wide plan assets over time

All St. Joseph Care Center plans reported in each filing year

Latest sponsor-wide plan assets
$2M 29.740890238525164% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M$2.4M 202220232024 $1.76M $2.29M ▲ +30.1%
Year Plans Participants Total Assets
2022 1 121 $2M
2023 1 115 $2M
2024 1 112 $2M

Nearby 401(k) Plans in Ohio

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

St. Joseph Senior Living 401(k) Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants St. Joseph Senior Living 401(k) Retirement Plan, Total assets ($B): 0.002185249 · Participants: 115St. Joseph Senior Living 401(k) Retirement PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
St. Joseph Senior Living 401(k) Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare St. Joseph Senior Living 401(k) Retirement Plan side-by-side with 3 peers →

St. Joseph Senior Living 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Idy, LLC 401(k) Profit Sharing Plan in NY ($2M); by covered participants it is Upsco Manufacturing & Distribution Company, Inc 401(k) Plan in NY (115 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (115 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 St. Joseph Senior Living 401(k) Retirement Plan assets move in 2023? ▼
St. Joseph Senior Living 401(k) Retirement Plan grew sharply - up 23.9% during 2023, from $2M to $2M. Reported net income was $421K.
How have St. Joseph Care Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St. Joseph Care Center's sponsor-wide assets grew 29.7%, from $2M to $2M.
Which 401(k) plans are similar in size to St. Joseph Senior Living 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Idy, LLC 401(k) Profit Sharing Plan in NY ($2M, 2 participants).
Which 401(k) plans cover a similar participant headcount to St. Joseph Senior Living 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Upsco Manufacturing & Distribution Company, Inc 401(k) Plan in NY (115 participants, $155K 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 340714512.

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.