401(k) · DOL Form 5500 · 2024

St. Joseph Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
1,598
Participants Near avg headcount
59th
Percentile by assets National rank
$7,290
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: St. Joseph Holdings, LLC 401(k) Plan · Sponsored by St. Joseph Holdings, LLC · Louisiana · Healthcare & Social Assistance

$12M in assets, 1,598 participants

St. Joseph Holdings, LLC's St. Joseph Holdings, LLC 401(k) Plan reported $12M in total assets and 1,598 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #10,893 in Healthcare & Social Assistance (16,916 peers)

Coverage in Louisiana

St. Joseph Holdings, LLC 401(k) Plan covers 1,598 participants in Louisiana, 3.2x the typical Louisiana plan (state average ~495 per filing). Assets: $12M.

#10,893
in Healthcare & Social Assistance (16,916 peers)
+7.8%
assets growth YoY

St. Joseph Holdings, LLC 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

St. Joseph Holdings, LLC 401(k) Plan vs every filed plan by assets

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

$11,649,425 Top 41% higher than 59% 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

St. Joseph Holdings, LLC 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. St. Joseph Holdings, LLC 401(k) Plan lands in the large band (1,598 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • St. Joseph Holdings, LLC 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $844K in the plan year 2024 filing.
  • St. Joseph Holdings, LLC 401(k) Plan reported participants rose from 1,460 in the plan year 2023 filing to 1,598 in the plan year 2024 filing.
  • St. Joseph Holdings, LLC 401(k) Plan end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 800109664 · St. Joseph Holdings, LLC PY 2024 · 401(k)

St. Joseph Holdings, LLC 401(k) Plan · $12M · 1,598 · 59th

  • BOOK $12M
  • BOOK 1,598
  • BOOK 59th
  • BOOK 401(k)
  • BOOK near Icl-Ip America Inc. Hourly Union 401(k) & Savings Plan
  • BOOK ind #10893

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 Louisiana →

St. Joseph Holdings, LLC 401(k) Plan in the asset neighbourhood

St. Joseph Holdings, LLC 401(k) PlanSt. Joseph Holdings, LLC 401…$12MIcl-Ip America Inc. Hourly Union 401(k) & Savings PlanIcl-Ip America Inc. Hourly U…$12MCoastal Waste & Recycling Inc. 401(k) Profit Sharing Plan and TCoastal Waste & Recycling In…$12MCustom Goods, LLC Consolidated 401(k) PlanCustom Goods, LLC Consolidat…$12MBank of Labor Retirement Plan$12M
End-of-year total assets ($M) among St. Joseph Holdings, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Louisiana filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$844K
Employer EIN800109664
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. Joseph Holdings, LLC)

Sponsor-wide plan assets over time

All St. Joseph Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 30.336289819562033% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.94M $11.7M ▲ +30.3%
Year Plans Participants Total Assets
2022 1 1,523 $9M
2023 1 1,460 $11M
2024 1 1,598 $12M

Nearby 401(k) Plans in Louisiana

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

St. Joseph Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 -202468 Total assets ($B) Participants St. Joseph Holdings, LLC 401(k) Plan, Total assets ($B): 0.011649425 · Participants: 1598St. Joseph Holdings, LLC 401(k) PlanLumen 401(k) Savings Plan, Total assets ($B): 7.295025591 · Participants: 26319Lumen 401(k) Savings PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 4.363805537 · Participants: 9655Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 2.6891375 · Participants: 32229Ochsner Clinic Foundation 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 1.01914034 · Participants: 13357Louisiana Children's Medical Center Retirement and Savings PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.954895996 · Participants: 18862Amedisys Holding, LLC 401(k) Plan
St. Joseph Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare St. Joseph Holdings, LLC 401(k) Plan side-by-side with 3 peers →

St. Joseph Holdings, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Icl-Ip America Inc. Hourly Union 401(k) & Savings Plan in MO ($12M); by covered participants it is Beecan Health 401(k) LLC in CA (1,598 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,598 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 St. Joseph Holdings, LLC 401(k) Plan assets move in 2024? ▼
St. Joseph Holdings, LLC 401(k) Plan grew at a solid clip - up 7.8% during 2024, from $11M to $12M. Reported net income was $844K.
How have St. Joseph Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St. Joseph Holdings, LLC's sponsor-wide assets grew 30.3%, from $9M to $12M.
Which 401(k) plans are similar in size to St. Joseph Holdings, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Icl-Ip America Inc. Hourly Union 401(k) & Savings Plan in MO ($12M, 75 participants).
Which 401(k) plans cover a similar participant headcount to St. Joseph Holdings, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beecan Health 401(k) LLC in CA (1,598 participants, N/A 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 800109664.

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.