Profit Sharing · DOL Form 5500 · 2023
St. Francis Health Services of Morris Inc. Profit Sharing Plan
Data updated 2026-08-11
- $35M
- Total assets
- 1,367
- Participants
- 81st
- Percentile by assets
- $25,275
- Avg per participant
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.
- 81st percentile by assets (of 127,072 plans)
- #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.
- $35M
- total plan assets (2023 EOY)
- 1,367
- covered participants
- 81st
- percentile by assets (of 127,072 plans)
- $25,275
- avg assets per participant
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.
St. Francis Health Services of Morris Employees Retirement Plan vs the 2023 asset distribution
By assets, St. Francis Health Services of Morris Employees Retirement Plan outranks 81% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).
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.)
| 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.
St. Francis Health Services of Morris Employees Retirement Plan vs. nearby Profit Sharing plans in Minnesota, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to St. Francis Health Services of Morris Employees Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
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Ways to act on St. Francis Health Services of Morris Employees Retirement Plan's numbers.
- By total assets, St. Francis Health Services of Morris Employees Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Minnesota. Compare plans
- St. Francis Health Services of Morris Inc.'s sponsor-wide assets have grown 30.2% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans