401(k) · DOL Form 5500 · 2024

Mark Twain St. Josephs Hospital 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
23
Participants Small participant base
40th
Percentile by assets National rank
$194,388
Avg per participant Above avg balance/head
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Official DOL plan name: Mark Twain St. Joseph's Hospital 403(b) Tax Deferred Annuity Plan · Sponsored by Mark Twain St. Josephs Hospital · California · Healthcare & Social Assistance

$4M in assets, 23 participants

Mark Twain St. Josephs Hospital's Mark Twain St. Joseph's Hospital 403(b) Tax Deferred Annuity Plan reported $4M in total assets and 23 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,161 in Healthcare & Social Assistance (16,916 peers)

Mark Twain St. Josephs Hospital multi-year trail

Mark Twain St. Josephs Hospital's plans moved -13.6% in assets from 2022 to 2024; this filing shows Mark Twain St. Joseph's Hospital 403(b) Tax Deferred Annuity Plan at $4M / 23 participants.

#7,161
in Healthcare & Social Assistance (16,916 peers)
-12.9%
assets change YoY

The plan reported a net loss of $661K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mark Twain St. Joseph's Hospital 403(b) Tax Deferred Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Mark Twain St. Joseph's Hospital 403(b) Tax Deferred Annuity Plan vs every filed plan by assets

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

$4,470,918 40th percentile higher than 40% 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

Mark Twain St. Joseph's Hospital 403(b) Tax Deferred Annuity Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mark Twain St. Joseph's Hospital 403(b) Tax Deferred Annuity Plan is a small filing (23 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mark Twain St. Joseph's Hospital 403(b) Tax Deferred Annuity Plan reported net income fell from -$40K in the plan year 2023 filing to -$661K in the plan year 2024 filing.
  • Mark Twain St. Joseph's Hospital 403(b) Tax Deferred Annuity Plan reported participants fell from 32 in the plan year 2023 filing to 23 in the plan year 2024 filing.
  • Mark Twain St. Joseph's Hospital 403(b) Tax Deferred Annuity Plan end-of-year assets fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 680127677 · Mark Twain St. Josephs Hospital PY 2024 · 401(k)

Mark Twain St. Joseph's Hospital 403(b) Tax Deferred Annuity Plan · $4M · 23 · 40th

  • EOY $4M
  • 5500 23
  • ASSETS 40th
  • PCT 401(k)
  • EIN near First Perry Bancorp, Inc. Employee Stock Ownership Plan W/401(k) Provisions
  • RANK ind #7161

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 California →

Mark Twain St. Joseph's Hospital 403(b) Tax Deferred Annuity Plan in the asset neighbourhood

Mark Twain St. Joseph's Hospital 403(b) Tax Deferred Annuity PlanMark Twain St. Joseph's Hosp…$4MFirst Perry Bancorp, Inc. Employee Stock Ownership Plan W/401(k) ProvisionsFirst Perry Bancorp, Inc. Em…$4MColumbia Vantage House Corporation 403(b) Tda PlanColumbia Vantage House Corpo…$4MCompass Precision LLC 401(k) Profit Sharing Plan and TrustCompass Precision LLC 401(k)…$4MV-G Supply Company, Inc. Profit Sharing Plan and TrustV-G Supply Company, Inc. Pro…$4M
End-of-year total assets ($M) among Mark Twain St. Joseph's Hospital 403(b) Tax Deferred Annuity Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Mark Twain St. Josephs Hospital multi-year asset trail

Sponsor-wide plan assets over time

All Mark Twain St. Josephs Hospital plans reported in each filing year

Latest sponsor-wide plan assets
$4M 13.566717143392374% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M 202220232024 $5.17M $4.47M ▼ -13.5%
Year Plans Participants Total Assets
2022 1 32 $5M
2023 1 32 $5M
2024 1 23 $4M

Mark Twain St. Josephs Hospital filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$661K
Employer EIN680127677
Plan Effective Date1990-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Mark Twain St. Joseph's Hospital 403(b) Tax Deferred Annuity Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Mark Twain St. Joseph's Hospital 403(b) Tax Deferred Annuity Plan, Total assets ($B): 0.004470918 · Participants: 23Mark Twain St. Joseph's Hospital 403(b) Tax Deferred Annuity PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Mark Twain St. Joseph's Hospital 403(b) Tax Deferred Annuity Plan vs. nearby 401(k) plans in California, assets vs. participants

Mark Twain St. Joseph's Hospital 403(b) Tax Deferred Annuity Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is First Perry Bancorp, Inc. Employee Stock Ownership Plan W/401(k) Provisions in IL ($4M); by covered participants it is Metroplex General Contractors, Inc. 401(k) Profit Sharing Plan in TX (23 participants). Same-state nearby plans are listed separately above.

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 Mark Twain St. Joseph's Hospital 403(b) Tax Deferred Annuity Plan assets move in 2024?
Mark Twain St. Joseph's Hospital 403(b) Tax Deferred Annuity Plan pulled back noticeably - down 12.9% during 2024, from $5M to $4M. Reported net income was -$661K.
How have Mark Twain St. Josephs Hospital plan assets changed over time?
Across 3 plan years on file (2022-2024), Mark Twain St. Josephs Hospital's sponsor-wide assets declined 13.6%, from $5M to $4M.
Which 401(k) plans are similar in size to Mark Twain St. Joseph's Hospital 403(b) Tax Deferred Annuity Plan?
Among 401(k) plans in other states, the closest by assets is First Perry Bancorp, Inc. Employee Stock Ownership Plan W/401(k) Provisions in IL ($4M, 23 participants).
Which 401(k) plans cover a similar participant headcount to Mark Twain St. Joseph's Hospital 403(b) Tax Deferred Annuity Plan?
Among 401(k) plans in other states, the closest by covered participants is Metroplex General Contractors, Inc. 401(k) Profit Sharing Plan in TX (23 participants, $5M in assets).