401(k) · DOL Form 5500 · 2023

Stonehill Franciscan Services 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
255
Participants Below avg headcount
61st
Percentile by assets National rank
$43,887
Avg per participant Low balance/head
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Official DOL plan name: Stonehill Franciscan Services 401(k) Retirement Plan · Sponsored by Stonehill Franciscan Services · Iowa · Healthcare & Social Assistance

$11M in assets, 255 participants

Stonehill Franciscan Services's Stonehill Franciscan Services 401(k) Retirement Plan reported $11M in total assets and 255 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #11,757 in Healthcare & Social Assistance (17,684 peers)

Coverage in Iowa

Stonehill Franciscan Services 401(k) Retirement Plan covers 255 participants in Iowa, about 42% of the average Iowa filer (state average ~609 per filing). Assets: $11M.

#11,757
in Healthcare & Social Assistance (17,684 peers)
+20.2%
assets growth YoY

Stonehill Franciscan Services 401(k) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Stonehill Franciscan Services 401(k) Retirement Plan vs every filed plan by assets

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

$11,191,146 Top 39% higher than 61% 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

Stonehill Franciscan Services 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. Stonehill Franciscan Services 401(k) Retirement Plan sits mid-pack in the medium band (255 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stonehill Franciscan Services 401(k) Retirement Plan reported net income rose from $936K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Stonehill Franciscan Services 401(k) Retirement Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Stonehill Franciscan Services 401(k) Retirement Plan reported participants fell from 271 in the plan year 2022 filing to 255 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 510141775 · Stonehill Franciscan Services PY 2023 · 401(k)

Stonehill Franciscan Services 401(k) Retirement Plan · $11M · 255 · 61st

  • EBSA $11M
  • EBSA 255
  • EBSA 61st
  • EBSA 401(k)
  • EBSA near Birtcher Anderson & Davis 401(k) Plan
  • EBSA ind #11757

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 Iowa →

Stonehill Franciscan Services 401(k) Retirement Plan in the asset neighbourhood

Stonehill Franciscan Services 401(k) Retirement PlanStonehill Franciscan Service…$11MBirtcher Anderson & Davis 401(k) PlanBirtcher Anderson & Davis 40…$11MWolstan & Goldberg Eye Associates, Inc. 401(k) Profit Sharing PlanWolstan & Goldberg Eye Assoc…$11MUnified Brands Retirement Savings PlanUnified Brands Retirement Sa…$11MMdsa, LLC 401 (K) Plan$11M
End-of-year total assets ($M) among Stonehill Franciscan Services 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN510141775
Plan Effective Date2002-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stonehill Franciscan Services)

Sponsor-wide plan assets over time

All Stonehill Franciscan Services plans reported in each filing year

Latest sponsor-wide plan assets
$12M 25.655553218534415% vs 2022
2024 filing year
$9M$10M$11M$12M 202220232024 $9.31M $11.7M ▲ +25.7%
Year Plans Participants Total Assets
2022 1 271 $9M
2023 1 255 $11M
2024 1 261 $12M

Nearby 401(k) Plans in Iowa

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

Stonehill Franciscan Services 401(k) Retirement Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Stonehill Franciscan Services 401(k) Retirement Plan, Total assets ($B): 0.011191146 · Participants: 255Stonehill Franciscan Services 401(k) Retirement PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Stonehill Franciscan Services 401(k) Retirement Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Stonehill Franciscan Services 401(k) Retirement Plan side-by-side with 3 peers →

Stonehill Franciscan Services 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Birtcher Anderson & Davis 401(k) Plan in CA ($11M); by covered participants it is Johnson & Towers Inc. Thrift Savings Plan in NJ (255 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (255 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 Stonehill Franciscan Services 401(k) Retirement Plan assets move in 2023? ▼
Stonehill Franciscan Services 401(k) Retirement Plan grew sharply - up 20.2% during 2023, from $9M to $11M. Reported net income was $2M.
How have Stonehill Franciscan Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stonehill Franciscan Services's sponsor-wide assets grew 25.7%, from $9M to $12M.
Which 401(k) plans are similar in size to Stonehill Franciscan Services 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Birtcher Anderson & Davis 401(k) Plan in CA ($11M, 102 participants).
Which 401(k) plans cover a similar participant headcount to Stonehill Franciscan Services 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Johnson & Towers Inc. Thrift Savings Plan in NJ (255 participants, N/A 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 510141775.

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.