401(k) · DOL Form 5500 · 2024
Franciscan Alliance, Inc. 401(k) Plan
Data updated 2026-08-11
- $77M
- Total assets
- 691
- Participants
- 88th
- Percentile by assets
- $111,936
- Avg per participant
Official DOL plan name: Assisi Retirement Plan · Sponsored by Franciscan Alliance, Inc. · Indiana · Healthcare & Social Assistance
$77M in assets, 691 participants
Franciscan Alliance, Inc.'s Assisi Retirement Plan reported $77M in total assets and 691 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- 88th percentile by assets (of 123,622 plans)
- #15,230 in Healthcare & Social Assistance (16,916 peers)
Where Assisi Retirement Plan sits by assets
Assisi Retirement Plan sits in the top quartile of all filed plans by assets, $77M for 691 participants (~$111,936/participant), up 7.0% in 2024.
- $77M
- total plan assets (2024 EOY)
- 691
- covered participants
- 88th
- percentile by assets (of 123,622 plans)
- $111,936
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Assisi Retirement Plan reported net income rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Assisi Retirement Plan reported participants fell from 759 in the plan year 2023 filing to 691 in the plan year 2024 filing.
- Assisi Retirement Plan end-of-year assets rose from $72M in the plan year 2023 filing to $77M in the plan year 2024 filing.
Assisi Retirement Plan vs the 2024 asset distribution
By assets, Assisi Retirement Plan outranks 88% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $72M |
|---|---|
| Net Assets (End of Year) | $77M |
| Net Income | $5M |
| Employer EIN | 351330472 |
| Plan Effective Date | 1973-07-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Franciscan Alliance, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 691 | $68M |
| 2023 | 1 | 759 | $72M |
| 2024 | 1 | 691 | $77M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Assisi Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
- The Lilly Employee 401(k) Plan $13.1B · 19,977
- Elevance Health 401(k) Plan $12.1B · 73,120
- Cummins Retirement and Savings Plan $6.4B · 30,272
- Iu Health 401(k) Savings Plan $4.5B · 38,460
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $3.0B · 9,385
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Assisi Retirement Plan by total assets, not by location.
- Fusion 401(k) Plan (GA) $77M · 464
- Cargotec Holding, Inc. 401(k) Plan (OH) $77M · 1,144
- Buzzfeed Inc. 401(k) Plan (NY) $77M · 858
- Vermeer-Midwest Retirement Plan (IL) $77M · 303
Frequently Asked Questions
How did Assisi Retirement Plan assets move in 2024? ▼
How have Franciscan Alliance, Inc. plan assets changed over time? ▼
Where does Assisi Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Assisi Retirement Plan? ▼
Next read for Assisi Retirement Plan
Scale reading
Ways to act on Assisi Retirement Plan's numbers.
- By total assets, Assisi Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Indiana. Compare plans
- Franciscan Alliance, Inc.'s sponsor-wide assets have grown 14.3% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans