Profit Sharing · DOL Form 5500 · 2023
St. Francis Health Services of Morris Inc. Profit Sharing Plan
Data updated 2026-08-25
- $35M
- Total assets Below avg plan size
- 1,367
- Participants Near avg headcount
- 81st
- Percentile by assets National rank
- $25,275
- Avg per participant Low balance/head
Official DOL plan name: St. Francis Health Services of Morris Employees Retirement Plan · Sponsored by St. Francis Health Services of Morris Inc. · Minnesota · Healthcare & Social Assistance
$35M in assets, 1,367 participants
St. Francis Health Services of Morris Inc.'s St. Francis Health Services of Morris Employees Retirement Plan reported $35M in total assets and 1,367 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.
- #14,852 in Healthcare & Social Assistance (17,684 peers)
Where St. Francis Health Services of Morris Employees Retirement Plan sits by assets
St. Francis Health Services of Morris Employees Retirement Plan sits in the top quartile of all filed plans by assets, $35M for 1,367 participants (~$25,275/participant), up 13.7% in 2023.
- #14,852
- in Healthcare & Social Assistance (17,684 peers)
- +13.7%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
St. Francis Health Services of Morris Employees Retirement Plan's outsized position by total assets
St. Francis Health Services of Morris Employees Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$34,550,968 Top 19% higher than 81% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
St. Francis Health Services of Morris Employees Retirement 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. St. Francis Health Services of Morris Employees Retirement Plan lands in the large band (1,367 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- St. Francis Health Services of Morris Employees Retirement Plan reported net income rose from -$7M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- St. Francis Health Services of Morris Employees Retirement Plan end-of-year assets rose from $30M in the plan year 2022 filing to $35M in the plan year 2023 filing.
- St. Francis Health Services of Morris Employees Retirement Plan reported participants rose from 1,283 in the plan year 2022 filing to 1,367 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 411484416 · St. Francis Health Services of Morris Inc. PY 2023 · Profit Sharing
St. Francis Health Services of Morris Employees Retirement Plan · $35M · 1,367 · 81st
- VS-ST $35M
- BOY 1,367
- SCH 81st
- EBSA Profit Sharing
- PART near Presbyterian Medical Services Discretionary Contribution Plan
- TYPE ind #14852
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 Minnesota →
St. Francis Health Services of Morris Employees Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | $4M |
| Employer EIN | 411484416 |
| Plan Effective Date | 1983-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (St. Francis Health Services of Morris Inc.)
Sponsor-wide plan assets over time
All St. Francis Health Services of Morris Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $57M 30.19686908947567% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,058 | $44M |
| 2023 | 2 | 3,279 | $51M |
| 2024 | 2 | 3,426 | $57M |
Nearby Profit Sharing Plans in Minnesota
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Essentia Health Retirement Plan $1.9B · 15,491
- Pipe Trades Services Mn Pension Supplement Fund $1.6B · 6,062
- Allina 403(b) Retirement Savings Plan $906M · 9,417
- Fairview Health Services Pension Plan $610M · 4,828
- Cargill Employee Retirement Account Plan $511M · 19,870
St. Francis Health Services of Morris Employees Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Minnesota, the nearest Profit Sharing by assets is Presbyterian Medical Services Discretionary Contribution Plan in NM ($35M); by covered participants it is Snf Holding Company Retirement Savings Plan in GA (1,368 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($35M here).
- Presbyterian Medical Services Discretionary Contribution Plan (NM) $35M · 1,015
- The Orthopedic Center of St. Louis 401(k) Profit Sharing Plan (MO) $35M · 95
- University Clinical Health Employer Contribution Plan (TN) $34M · 464
- Hawaiian Dredging Construction Company Profit Sharing Plan (HI) $34M · 296
Similar participant headcount
Nearest other-state filings by covered participants (1,367 participants); asset peers above are excluded.
- Snf Holding Company Retirement Savings Plan (GA) 1,368 · 1 off
- Baker & Taylor Retirement Savings Plan (NC) 1,361 · 6 off
- Christian Schools International 403(b) Retirement Savings Plan (MI) 1,361 · 6 off
- 401(a) Valley Presbyterian Hospital Defined Contribution Plan (CA) 1,374 · 7 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.