Other · DOL Form 5500 · 2022

Saint Francis Healthcare System Retirement Plan

Data updated 2026-08-25

$189M
Total assets Near avg plan size
2,831
Participants Above avg headcount
95th
Percentile by assets National rank
$66,618
Avg per participant Below avg balance/head
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Official DOL plan name: Saint Francis Healthcare System Tax Deferred Annuity Plan · Sponsored by Saint Francis Healthcare System · Missouri · Healthcare & Social Assistance

$189M in assets, 2,831 participants

Saint Francis Healthcare System's Saint Francis Healthcare System Tax Deferred Annuity Plan reported $189M in total assets and 2,831 participants in its 2022 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.

  • #19,265 in Healthcare & Social Assistance (20,060 peers)

Coverage in Missouri

Saint Francis Healthcare System Tax Deferred Annuity Plan covers 2,831 participants in Missouri, 3.8x the typical Missouri plan (state average ~737 per filing). Assets: $189M.

#19,265
in Healthcare & Social Assistance (20,060 peers)
-19.6%
assets change YoY
1.9×
vs typical plan assets (national mean)

The plan reported a net loss of $46M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Saint Francis Healthcare System Tax Deferred Annuity Plan's outsized position by total assets

Saint Francis Healthcare System Tax Deferred Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$188,594,229 Top 5% higher than 95% of 139,123 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 2022

Saint Francis Healthcare System Tax Deferred Annuity Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Saint Francis Healthcare System Tax Deferred Annuity Plan lands in the large band (2,831 participants).

Form 5500 schedule snapshot

Filing strip 430662499 · Saint Francis Healthcare System PY 2022 · Other

Saint Francis Healthcare System Tax Deferred Annuity Plan · $189M · 2,831 · 95th

  • BOY $189M
  • SCH 2,831
  • EBSA 95th
  • PART Other
  • TYPE near Loyola University Retirement Plan
  • NET ind #19265

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 Healthcare System Tax Deferred Annuity Plan in the asset neighbourhood

Le Moyne College 403(b) Plan$189MSouthwest Matching Defined Contribution Retirement PlanSouthwest Matching Defined C…$189MSaint Francis Healthcare System Tax Deferred Annuity PlanSaint Francis Healthcare Sys…$189MLoyola University Retirement PlanLoyola University Retirement…$189MPhiladelphia College of Osteopathic Medicine Retirement PlanPhiladelphia College of Oste…$188M
End-of-year total assets ($M) among Saint Francis Healthcare System Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Missouri filing particulars

Total Assets (Beginning of Year)$235M
Net Assets (End of Year)$189M
Net Income-$46M
Employer EIN430662499
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Saint Francis Healthcare System)

Sponsor-wide plan assets over time

All Saint Francis Healthcare System plans reported in each filing year

Latest sponsor-wide plan assets
$246M 30.315087212981474% vs 2022
2024 filing year
$180M$200M$220M$240M$260M 202220232024 $189M $246M ▲ +30.3%
Year Plans Participants Total Assets
2022 1 2,831 $189M
2023 1 3,977 $219M
2024 1 3,309 $246M

Nearby Other Plans in Missouri

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

Saint Francis Healthcare System Tax Deferred Annuity Plan vs. nearby Other plans in Missouri, assets vs. participants Scatter plot of 6 data points. 050001000015000 02004006008001000 Total assets ($M) Participants Saint Francis Healthcare System Tax Deferred Annuity Plan, Total assets ($M): 188.594229 · Participants: 2831Saint Francis Healthcare System Tax Deferred Annuity PlanSaint Louis University 403(b) Annuity Plan, Total assets ($M): 841.619754 · Participants: 2398Saint Louis University 403(b) Annuity PlanChildren's Mercy Hospital Tax-Deferred Annuity Retirement Plan, Total assets ($M): 807.422854 · Participants: 7405Children's Mercy Hospital Tax-Deferred Annuity Retirement PlanCox Savings Incentive Plan, Total assets ($M): 707.815909 · Participants: 11821Cox Savings Incentive PlanBjc 403(b) Plan, Total assets ($M): 370.898072 · Participants: 5418Bjc 403(b) PlanWebster University Defined Contribution Retirement Plan, Total assets ($M): 206.833121 · Participants: 706Webster University Defined Contribution Retirement Plan
Saint Francis Healthcare System Tax Deferred Annuity Plan vs. nearby Other plans in Missouri, assets vs. participants
Compare Saint Francis Healthcare System Tax Deferred Annuity Plan side-by-side with 3 peers →

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

Outside Missouri, the nearest Other by assets is Loyola University Retirement Plan in LA ($189M); by covered participants it is St. Barnabas Hospital 403(b) Plan in NY (2,837 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($189M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,831 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Saint Francis Healthcare System Tax Deferred Annuity Plan assets move in 2022? ▼
Saint Francis Healthcare System Tax Deferred Annuity Plan declined sharply - down 19.6% during 2022, from $235M to $189M. Reported net income was -$46M.
How have Saint Francis Healthcare System plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Saint Francis Healthcare System's sponsor-wide assets grew 30.3%, from $189M to $246M.
Where does Saint Francis Healthcare System Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Saint Francis Healthcare System Tax Deferred Annuity Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Saint Francis Healthcare System Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Loyola University Retirement Plan in LA ($189M, 672 participants).
Which Other plans cover a similar participant headcount to Saint Francis Healthcare System Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is St. Barnabas Hospital 403(b) Plan in NY (2,837 participants, $105M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 430662499.

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.