Other · DOL Form 5500 · 2024
Stewart Memorial Community Hospital Retirement Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 256
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $99,695
- Avg per participant Below avg balance/head
Official DOL plan name: Stewart Memorial Community Hospital Internal Revenue Code Section 403(b) · Sponsored by Stewart Memorial Community Hospital · Iowa · Healthcare & Social Assistance
$26M in assets, 256 participants
Stewart Memorial Community Hospital's Stewart Memorial Community Hospital Internal Revenue Code Section 403(b) reported $26M in total assets and 256 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- #13,282 in Healthcare & Social Assistance (16,916 peers)
Coverage in Iowa
Stewart Memorial Community Hospital Internal Revenue Code Section 403(b) covers 256 participants in Iowa, about 42% of the average Iowa filer (state average ~609 per filing). Assets: $26M.
- #13,282
- in Healthcare & Social Assistance (16,916 peers)
- +6.6%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Stewart Memorial Community Hospital Internal Revenue Code Section 403(b)'s outsized position by total assets
Stewart Memorial Community Hospital Internal Revenue Code Section 403(b) vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$25,522,008 Top 25% higher than 75% 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
Stewart Memorial Community Hospital Internal Revenue Code Section 403(b) 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. Stewart Memorial Community Hospital Internal Revenue Code Section 403(b) sits mid-pack in the medium band (256 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Stewart Memorial Community Hospital Internal Revenue Code Section 403(b) reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Stewart Memorial Community Hospital Internal Revenue Code Section 403(b) end-of-year assets rose from $24M in the plan year 2023 filing to $26M in the plan year 2024 filing.
- Stewart Memorial Community Hospital Internal Revenue Code Section 403(b) reported participants rose from 247 in the plan year 2023 filing to 256 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 420860039 · Stewart Memorial Community Hospital PY 2024 · Other
Stewart Memorial Community Hospital Internal Revenue Code Section 403(b) · $26M · 256 · 75th
- EIN $26M
- EIN 256
- EIN 75th
- EIN Other
- EIN near Northeast Arc 403(b)Plan
- EIN ind #13282
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 →
Stewart Memorial Community Hospital Internal Revenue Code Section 403(b) in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $2M |
| Employer EIN | 420860039 |
| Plan Effective Date | 1971-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Stewart Memorial Community Hospital)
Sponsor-wide plan assets over time
All Stewart Memorial Community Hospital plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 21.47039770381898% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 244 | $21M |
| 2023 | 1 | 247 | $24M |
| 2024 | 1 | 256 | $26M |
Nearby Other Plans in Iowa
Peer Other plans, same state, same plan type, ranked by total assets.
- Iaicu Multiple Employer Plan $621M · 2,554
- Act, Inc. Defined Contribution Retirement Plan $393M · 913
- Grinnell College Employees Retirement Savings Plan $374M · 841
- Drake University Mandatory Tax-Deferred Annuity Retirement Plan $297M · 1,285
- St. Ambrose University Defined Contribution Plan $123M · 698
Stewart Memorial Community Hospital Internal Revenue Code Section 403(b)'s out-of-state Other peers by assets and headcount
Outside Iowa, the nearest Other by assets is Northeast Arc 403(b)Plan in MA ($26M); by covered participants it is Ridgeview Psychiatric Hospital and Center, Inc. 403(b) Plan in TN (256 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
- Northeast Arc 403(b)Plan (MA) $26M · 310
- Justice Innovation Inc. 403(b) Plan (NY) $26M · 800
- Saint Therese and Affiliates Employee Benefit 403(b) Retirement Plan (MN) $26M · 1,145
- Freedom House 403b Retirement Plan (DC) $26M · 185
Similar participant headcount
Nearest other-state filings by covered participants (256 participants); asset peers above are excluded.
- Ridgeview Psychiatric Hospital and Center, Inc. 403(b) Plan (TN) 256 · 0 off
- Lincoln Park Zoological Society Retirement Plan (IL) 256 · 0 off
- San Diego Hebrew Homes 403b Plan (CA) 256 · 0 off
- Urban Land Institute 403(b) Plan (DC) 256 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.