Other · DOL Form 5500 · 2024
Saint Francis Health System Inc Retirement Plan
Data updated 2026-08-25
- $366M
- Total assets Above avg plan size
- 903
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $405,428
- Avg per participant High balance/head
Official DOL plan name: Saint Francis Health System, Inc. 403(b) Savings P · Sponsored by Saint Francis Health System Inc · Oklahoma · Healthcare & Social Assistance
$366M in assets, 903 participants
Saint Francis Health System Inc's Saint Francis Health System, Inc. 403(b) Savings P reported $366M in total assets and 903 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #16,331 in Healthcare & Social Assistance (16,916 peers)
Where Saint Francis Health System, Inc. 403(b) Savings P sits by assets
Saint Francis Health System, Inc. 403(b) Savings P sits in the top 5% of all filed plans by assets, $366M for 903 participants (~$405,428/participant), up 4.1% in 2024.
- #16,331
- in Healthcare & Social Assistance (16,916 peers)
- +4.1%
- assets growth YoY
- 3.7×
- vs typical plan assets (national mean)
Saint Francis Health System, Inc. 403(b) Savings P's outsized position by total assets
Saint Francis Health System, Inc. 403(b) Savings P vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$366,101,821 Top 4% higher than 96% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Saint Francis Health System, Inc. 403(b) Savings P among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Saint Francis Health System, Inc. 403(b) Savings P sits mid-pack in the medium band (903 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Saint Francis Health System, Inc. 403(b) Savings P reported net income fell from $53M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Saint Francis Health System, Inc. 403(b) Savings P reported participants fell from 991 in the plan year 2023 filing to 903 in the plan year 2024 filing.
- Saint Francis Health System, Inc. 403(b) Savings P end-of-year assets rose from $352M in the plan year 2023 filing to $366M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 731501972 · Saint Francis Health System Inc PY 2024 · Other
Saint Francis Health System, Inc. 403(b) Savings P · $366M · 903 · 96th
- NET $366M
- BOOK 903
- VS-ST 96th
- BOY Other
- SCH near Bradley University Defined Contribution Plan
- EBSA ind #16331
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 Oklahoma →
Saint Francis Health System, Inc. 403(b) Savings P in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $352M |
|---|---|
| Net Assets (End of Year) | $366M |
| Net Income | $14M |
| Employer EIN | 731501972 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Saint Francis Health System Inc)
Sponsor-wide plan assets over time
All Saint Francis Health System Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.4B 31.067733656309215% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 10,573 | $1.0B |
| 2023 | 2 | 11,125 | $1.2B |
| 2024 | 2 | 11,440 | $1.4B |
Nearby Other Plans in Oklahoma
Peer Other plans, same state, same plan type, ranked by total assets.
- 403(b) Retirement Savings Plan for Integris Health, Inc. $1.1B · 11,191
- The University of Tulsa Defined Contribution Retirement Plan $427M · 1,162
- Oral Roberts University Retirement Plan $75M · 497
- Duncan Regional Hospital 403(b) Plan $61M · 710
- Oklahoma Medical Research Foundation Supplemental Retirement Plan $59M · 392
Saint Francis Health System, Inc. 403(b) Savings P's out-of-state Other peers by assets and headcount
Outside Oklahoma, the nearest Other by assets is Bradley University Defined Contribution Plan in IL ($366M); by covered participants it is Elwyn California Defined Contribution 403b Plan in CA (903 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($366M here).
- Bradley University Defined Contribution Plan (IL) $366M · 815
- Franklin and Marshall College Retirement Plan (PA) $365M · 715
- Excela Health 403(b) Retirement Plan (PA) $365M · 3,855
- Monument Health, Inc. 403(b) Plan (SD) $365M · 5,261
Similar participant headcount
Nearest other-state filings by covered participants (903 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.