401(k) · DOL Form 5500 · 2024

Sisters of Saint Francis of Dubuque 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
192
Participants Below avg headcount
53rd
Percentile by assets National rank
$45,951
Avg per participant Low balance/head
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Official DOL plan name: Sisters of St. Francis Employees' Retirement Plan · Sponsored by Sisters of Saint Francis of Dubuque · Iowa · Other Services

$9M in assets, 192 participants

Sisters of Saint Francis of Dubuque's Sisters of St. Francis Employees' Retirement Plan reported $9M in total assets and 192 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

  • #5,612 in Other Services (7,719 peers)

Coverage in Iowa

Sisters of St. Francis Employees' Retirement Plan covers 192 participants in Iowa, about 32% of the average Iowa filer (state average ~609 per filing). Assets: $9M.

#5,612
in Other Services (7,719 peers)
+17.5%
assets growth YoY

Sisters of St. Francis Employees' Retirement Plan's mid-pack asset rank among Other Services and all filers

Sisters of St. Francis Employees' Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$8,822,669 Top 47% higher than 53% of 123,620 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 2024

Sisters of St. Francis Employees' Retirement Plan 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. Sisters of St. Francis Employees' Retirement Plan sits mid-pack in the medium band (192 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sisters of St. Francis Employees' Retirement Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Sisters of St. Francis Employees' Retirement Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Sisters of St. Francis Employees' Retirement Plan reported participants rose from 182 in the plan year 2023 filing to 192 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 420757421 · Sisters of Saint Francis of Dubuque PY 2024 · 401(k)

Sisters of St. Francis Employees' Retirement Plan · $9M · 192 · 53rd

  • TYPE $9M
  • NET 192
  • BOOK 53rd
  • VS-ST 401(k)
  • BOY near Rosewood Investment Corporation 401(k) Profit Sharing Plan and Trust
  • SCH ind #5612

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 Other Services retirement plans → · Plans in Iowa →

Sisters of St. Francis Employees' Retirement Plan in the asset neighbourhood

Sisters of St. Francis Employees' Retirement PlanSisters of St. Francis Emplo…$9MRosewood Investment Corporation 401(k) Profit Sharing Plan and TrustRosewood Investment Corporat…$9MJanesville Medical Center, Inc. 401(k) PlanJanesville Medical Center, I…$9MRoe Dental Laboratory, Inc. 401(k) and Profit Sharing PlanRoe Dental Laboratory, Inc. …$9MWatermark Capital Inc 401(k) Profit Sharing Plan & TrustWatermark Capital Inc 401(k)…$9M
End-of-year total assets ($M) among Sisters of St. Francis Employees' Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Iowa filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN420757421
Plan Effective Date1995-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sisters of Saint Francis of Dubuque)

Sponsor-wide plan assets over time

All Sisters of Saint Francis of Dubuque plans reported in each filing year

Latest sponsor-wide plan assets
$9M 45.02634505762642% vs 2022
2024 filing year
$5M$6M$7M$8M$9M$10M 202220232024 $6.08M $8.82M ▲ +45.1%
Year Plans Participants Total Assets
2022 1 185 $6M
2023 1 182 $8M
2024 1 192 $9M

Nearby 401(k) Plans in Iowa

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

Sisters of St. Francis Employees' Retirement Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Sisters of St. Francis Employees' Retirement Plan, Total assets ($B): 0.008822669 · Participants: 192Sisters of St. Francis Employees' Retirement PlanThe Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
Sisters of St. Francis Employees' Retirement Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Sisters of St. Francis Employees' Retirement Plan side-by-side with 3 peers →

Sisters of St. Francis Employees' Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Rosewood Investment Corporation 401(k) Profit Sharing Plan and Trust in NY ($9M); by covered participants it is Lawley Motors, LLC 401(k) Plan in AZ (192 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (192 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.

Frequently Asked Questions

How did Sisters of St. Francis Employees' Retirement Plan assets move in 2024? ▼
Sisters of St. Francis Employees' Retirement Plan grew sharply - up 17.5% during 2024, from $8M to $9M. Reported net income was $1M.
How have Sisters of Saint Francis of Dubuque plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sisters of Saint Francis of Dubuque's sponsor-wide assets grew 45.0%, from $6M to $9M.
Which 401(k) plans are similar in size to Sisters of St. Francis Employees' Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rosewood Investment Corporation 401(k) Profit Sharing Plan and Trust in NY ($9M, 37 participants).
Which 401(k) plans cover a similar participant headcount to Sisters of St. Francis Employees' Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lawley Motors, LLC 401(k) Plan in AZ (192 participants, $8M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 420757421.

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.