Other · DOL Form 5500 · 2023
St Francis Health Services of Morris Inc. Retirement Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 1,912
- Participants Near avg headcount
- 69th
- Percentile by assets National rank
- $8,499
- Avg per participant Low balance/head
Official DOL plan name: St. Francis Health Services of Morris Tax Deferred Annuity Plan · Sponsored by St Francis Health Services of Morris Inc. · Minnesota · Healthcare & Social Assistance
$16M in assets, 1,912 participants
St Francis Health Services of Morris Inc.'s St. Francis Health Services of Morris Tax Deferred Annuity Plan reported $16M in total assets and 1,912 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.
- #13,033 in Healthcare & Social Assistance (17,684 peers)
St Francis Health Services of Morris Inc. multi-year trail
St Francis Health Services of Morris Inc.'s plans moved +30.2% in assets from 2022 to 2024; this filing shows St. Francis Health Services of Morris Tax Deferred Annuity Plan at $16M / 1,912 participants.
- #13,033
- in Healthcare & Social Assistance (17,684 peers)
- +20.9%
- assets growth YoY
St. Francis Health Services of Morris Tax Deferred Annuity Plan's outsized position by total assets
St. Francis Health Services of Morris Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$16,250,208 Top 31% higher than 69% 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 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. St. Francis Health Services of Morris Tax Deferred Annuity Plan lands in the large band (1,912 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- St. Francis Health Services of Morris Tax Deferred Annuity Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- St. Francis Health Services of Morris Tax Deferred Annuity Plan end-of-year assets rose from $13M in the plan year 2022 filing to $16M in the plan year 2023 filing.
- St. Francis Health Services of Morris Tax Deferred Annuity Plan reported participants rose from 1,775 in the plan year 2022 filing to 1,912 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 411484416 · St Francis Health Services of Morris Inc. PY 2023 · Other
St. Francis Health Services of Morris Tax Deferred Annuity Plan · $16M · 1,912 · 69th
- NET $16M
- BOOK 1,912
- VS-ST 69th
- BOY Other
- SCH near Sun Life Family Health Center, Inc. 403(b) Plan
- EBSA ind #13033
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 Tax Deferred Annuity Plan in the asset neighbourhood
St Francis Health Services of Morris Inc. multi-year asset trail
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 |
St Francis Health Services of Morris Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $3M |
| Employer EIN | 411484416 |
| Plan Effective Date | 1980-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Minnesota
Peer Other plans, same state, same plan type, ranked by total assets.
- Mayo 403(b) Plan $11.2B · 84,098
- Centracare Health System 403(b) Plan $827M · 9,437
- Childrens Hospitals and Clinics Matched Savings Plan $820M · 5,331
- Carpenters & Joiners Defined Contribution Plan $719M · 21,043
- University of St. Thomas Retirement Plan $422M · 2,481
St. Francis Health Services of Morris Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside Minnesota, the nearest Other by assets is Sun Life Family Health Center, Inc. 403(b) Plan in AZ ($16M); by covered participants it is Suburban Hospital, Inc. 403(b) Savings Plan in MD (1,910 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,912 participants); asset peers above are excluded.
- Suburban Hospital, Inc. 403(b) Savings Plan (MD) 1,910 · 2 off
- Kingman Regional Medical Center Employee Retirement Plan (AZ) 1,914 · 2 off
- University of Miami Supplemental Retirement Annuity Program (FL) 1,918 · 6 off
- Metal Lathers Local 46 Annuity Fund (NY) 1,906 · 6 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.