Other · DOL Form 5500 · 2023

Saint Francis House, Inc. Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
103
Participants Small participant base
41st
Percentile by assets National rank
$39,486
Avg per participant Low balance/head
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Official DOL plan name: Saint Francis House, Inc. 403(b) Savings Plan · Sponsored by Saint Francis House, Inc. · Massachusetts · Healthcare & Social Assistance

$4M in assets, 103 participants

Saint Francis House, Inc.'s Saint Francis House, Inc. 403(b) Savings Plan reported $4M in total assets and 103 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,658 in Healthcare & Social Assistance (17,684 peers)

Coverage in Massachusetts

Saint Francis House, Inc. 403(b) Savings Plan covers 103 participants in Massachusetts, about 16% of the average Massachusetts filer (state average ~659 per filing). Assets: $4M.

#7,658
in Healthcare & Social Assistance (17,684 peers)
+19.4%
assets growth YoY

Saint Francis House, Inc. 403(b) Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Saint Francis House, Inc. 403(b) Savings Plan vs every filed plan by assets

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

$4,067,042 41st percentile higher than 41% 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

Saint Francis House, Inc. 403(b) Savings 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. Saint Francis House, Inc. 403(b) Savings Plan sits mid-pack in the medium band (103 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Saint Francis House, Inc. 403(b) Savings Plan reported net income rose from $289K in the plan year 2022 filing to $660K in the plan year 2023 filing.
  • Saint Francis House, Inc. 403(b) Savings Plan reported participants fell from 130 in the plan year 2022 filing to 103 in the plan year 2023 filing.
  • Saint Francis House, Inc. 403(b) Savings Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 222519129 · Saint Francis House, Inc. PY 2023 · Other

Saint Francis House, Inc. 403(b) Savings Plan · $4M · 103 · 41st

  • ASSETS $4M
  • ASSETS 103
  • ASSETS 41st
  • ASSETS Other
  • ASSETS near Annandale at Suwanee, Inc. 403(b) Plan
  • ASSETS ind #7658

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 Massachusetts →

Saint Francis House, Inc. 403(b) Savings Plan in the asset neighbourhood

Saint Francis House, Inc. 403(b) Savings PlanSaint Francis House, Inc. 40…$4MAnnandale at Suwanee, Inc. 403(b) PlanAnnandale at Suwanee, Inc. 4…$4M403b Retirement$4MMercy Drive 403(b) Retirement PlanMercy Drive 403(b) Retiremen…$4MFinger Lakes Area Counseling and Recovery Agency 403(b) PlanFinger Lakes Area Counseling…$4M
End-of-year total assets ($M) among Saint Francis House, Inc. 403(b) Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$660K
Employer EIN222519129
Plan Effective Date2000-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Saint Francis House, Inc.)

Sponsor-wide plan assets over time

All Saint Francis House, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 45.72875089935634% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.41M $4.96M ▲ +45.5%
Year Plans Participants Total Assets
2022 1 130 $3M
2023 1 103 $4M
2024 1 120 $5M

Nearby Other Plans in Massachusetts

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

Saint Francis House, Inc. 403(b) Savings Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Saint Francis House, Inc. 403(b) Savings Plan, Total assets ($B): 0.004067042 · Participants: 103Saint Francis House, Inc. 403(b) Savings PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.700618255 · Participants: 11980The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.76566072 · Participants: 21064Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.758080647 · Participants: 8130Boston University Retirement PlanBeth Israel Deaconess Medical Center Voluntary 403(b) Plan, Total assets ($B): 2.396382678 · Participants: 13981Beth Israel Deaconess Medical Center Voluntary 403(b) PlanNortheastern University Retirement Plan, Total assets ($B): 2.333339945 · Participants: 8553Northeastern University Retirement Plan
Saint Francis House, Inc. 403(b) Savings Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Saint Francis House, Inc. 403(b) Savings Plan side-by-side with 3 peers →

Saint Francis House, Inc. 403(b) Savings Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Annandale at Suwanee, Inc. 403(b) Plan in GA ($4M); by covered participants it is Marine Military Academy, Inc. Retirement Plan in TX (103 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (103 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 Saint Francis House, Inc. 403(b) Savings Plan assets move in 2023? ▼
Saint Francis House, Inc. 403(b) Savings Plan grew sharply - up 19.4% during 2023, from $3M to $4M. Reported net income was $660K.
How have Saint Francis House, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Saint Francis House, Inc.'s sponsor-wide assets grew 45.7%, from $3M to $5M.
Which Other plans are similar in size to Saint Francis House, Inc. 403(b) Savings Plan? ▼
Among Other plans in other states, the closest by assets is Annandale at Suwanee, Inc. 403(b) Plan in GA ($4M, 150 participants).
Which Other plans cover a similar participant headcount to Saint Francis House, Inc. 403(b) Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Marine Military Academy, Inc. Retirement Plan in TX (103 participants, $12M 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 222519129.

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.