401(k) · DOL Form 5500 · 2024

Franciscan Alliance, Inc. 401(k) Plan

Data updated 2026-08-25

$77M
Total assets Below avg plan size
691
Participants Below avg headcount
88th
Percentile by assets National rank
$111,936
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#15,230
in Healthcare & Social Assistance (16,916 peers)
+7.0%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Assisi Retirement Plan's outsized position by total assets

Assisi Retirement Plan vs every filed plan by assets

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

$77,347,805 Top 12% higher than 88% 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

Assisi 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. Assisi Retirement Plan sits mid-pack in the medium band (691 participants).

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.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 351330472 · Franciscan Alliance, Inc. PY 2024 · 401(k)

Assisi Retirement Plan · $77M · 691 · 88th

  • BOOK $77M
  • BOOK 691
  • BOOK 88th
  • BOOK 401(k)
  • BOOK near Fusion 401(k) Plan
  • BOOK ind #15230

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 Indiana →

Assisi Retirement Plan in the asset neighbourhood

Fusion 401(k) Plan$77MAssisi Retirement Plan$77MCargotec Holding, Inc. 401(k) PlanCargotec Holding, Inc. 401(k…$77MBuzzfeed Inc. 401(k) Plan$77MVermeer-Midwest Retirement PlanVermeer-Midwest Retirement P…$77M
End-of-year total assets ($M) among Assisi Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$72M
Net Assets (End of Year)$77M
Net Income$5M
Employer EIN351330472
Plan Effective Date1973-07-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Franciscan Alliance, Inc.)

Sponsor-wide plan assets over time

All Franciscan Alliance, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$77M 14.328247205407987% vs 2022
2024 filing year
$65M$70M$75M$80M 202220232024 $67.7M $77.4M ▲ +14.3%
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 Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Assisi Retirement Plan, Total assets ($B): 0.077347805 · Participants: 691Assisi Retirement PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Assisi Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Assisi Retirement Plan side-by-side with 3 peers →

Assisi Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Fusion 401(k) Plan in GA ($77M); by covered participants it is Animal Supply Company LLC 401(k) Retirement Plan in TX (691 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($77M here).

Similar participant headcount

Nearest other-state filings by covered participants (691 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 Assisi Retirement Plan assets move in 2024? ▼
Assisi Retirement Plan grew at a solid clip - up 7.0% during 2024, from $72M to $77M. Reported net income was $5M.
How have Franciscan Alliance, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Franciscan Alliance, Inc.'s sponsor-wide assets grew 14.3%, from $68M to $77M.
Where does Assisi Retirement Plan rank by assets among Form 5500 filers? ▼
Assisi Retirement Plan ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Assisi Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fusion 401(k) Plan in GA ($77M, 464 participants).
Which 401(k) plans cover a similar participant headcount to Assisi Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Animal Supply Company LLC 401(k) Retirement Plan in TX (691 participants, $39M 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 351330472.

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.