Other · DOL Form 5500 · 2024
Roper St. Francis Healthcare Retirement Plan
Data updated 2026-08-25
- $664M
- Total assets Above avg plan size
- 6,443
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $103,129
- Avg per participant Below avg balance/head
Official DOL plan name: Roper St. Francis Healthcare 403(b) Plan · Sponsored by Roper St. Francis Healthcare · South Carolina · Healthcare & Social Assistance
$664M in assets, 6,443 participants
Roper St. Francis Healthcare's Roper St. Francis Healthcare 403(b) Plan reported $664M in total assets and 6,443 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #16,545 in Healthcare & Social Assistance (16,916 peers)
Coverage in South Carolina
Roper St. Francis Healthcare 403(b) Plan covers 6,443 participants in South Carolina, 17x the typical South Carolina plan (state average ~369 per filing). Assets: $664M.
- #16,545
- in Healthcare & Social Assistance (16,916 peers)
- +13.9%
- assets growth YoY
- 6.7×
- vs typical plan assets (national mean)
Roper St. Francis Healthcare 403(b) Plan's outsized position by total assets
Roper St. Francis Healthcare 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$664,461,024 Top 2% higher than 98% 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
Roper St. Francis Healthcare 403(b) 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. Roper St. Francis Healthcare 403(b) Plan lands in the large band (6,443 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Roper St. Francis Healthcare 403(b) Plan reported net income fell from $107M in the plan year 2023 filing to $81M in the plan year 2024 filing.
- Roper St. Francis Healthcare 403(b) Plan end-of-year assets rose from $583M in the plan year 2023 filing to $664M in the plan year 2024 filing.
- Roper St. Francis Healthcare 403(b) Plan reported participants rose from 5,979 in the plan year 2023 filing to 6,443 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 570831165 · Roper St. Francis Healthcare PY 2024 · Other
Roper St. Francis Healthcare 403(b) Plan · $664M · 6,443 · 98th
- PART $664M
- PART 6,443
- PART 98th
- PART Other
- PART near Hartford Healthcare 403(b) Plan
- PART ind #16545
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 South Carolina →
Roper St. Francis Healthcare 403(b) Plan in the asset neighbourhood
South Carolina filing particulars
| Total Assets (Beginning of Year) | $583M |
|---|---|
| Net Assets (End of Year) | $664M |
| Net Income | $81M |
| Employer EIN | 570831165 |
| Plan Effective Date | 1995-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Roper St. Francis Healthcare)
Sponsor-wide plan assets over time
All Roper St. Francis Healthcare plans reported in each filing year
- Latest sponsor-wide plan assets
- $664M 39.519242702996955% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,671 | $476M |
| 2023 | 1 | 5,979 | $583M |
| 2024 | 1 | 6,443 | $664M |
Nearby Other Plans in South Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
- Prisma Health 401(a) Plan $939M · 29,196
- Furman University Defined Contribution and Tax Deferred Annuity Retirement Plan $347M · 1,412
- Anmed Health Retirement Savings Plan $237M · 3,605
- Tidelands Health 403(b) Retirement Savings Plan $203M · 2,284
- Uma Supplemental 403(b) Plan $158M · 2,799
Scale composition for Roper St. Francis Healthcare 403(b) Plan
Roper St. Francis Healthcare 403(b) Plan reports $664M in end-of-year assets across 6,443 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $103,129 per participant (75% of the national average assets-per-participant) . Net income for plan year 2024 was $81M.
This plan identity (EIN 570831165, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $476M to $664M (+39.5%) while covered participants moved from 5,671 to 6,443 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,671 | $476M | Open filing |
| 2023 | 5,979 | $583M | Open filing |
| 2024 · index core | 6,443 | $664M | This page |
Roper St. Francis Healthcare 403(b) Plan's out-of-state Other peers by assets and headcount
Outside South Carolina, the nearest Other by assets is Hartford Healthcare 403(b) Plan in CT ($666M); by covered participants it is Samaritan Health Services Tax Sheltered Annuity Pl in OR (6,429 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($664M here).
- Hartford Healthcare 403(b) Plan (CT) $666M · 4,887
- University of Dayton Tda Plan (OH) $667M · 4,399
- The New School 403(b) Retirement Plan (NY) $670M · 4,660
- Inspira Health Network 403(b) Savings Plan (NJ) $657M · 8,137
Similar participant headcount
Nearest other-state filings by covered participants (6,443 participants); asset peers above are excluded.
- Samaritan Health Services Tax Sheltered Annuity Pl (OR) 6,429 · 14 off
- Navicent Health 403(b) Retirement Savings Plan (GA) 6,344 · 99 off
- Howard University Savings Plan (DC) 6,543 · 100 off
- Nyu Langone Hospital-Long Island 403(b) Plan (NY) 6,321 · 122 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.