Other · DOL Form 5500 · 2024
St. Rose Hospital Retirement Plan
Data updated 2026-08-25
- $64M
- Total assets Below avg plan size
- 699
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $90,885
- Avg per participant Below avg balance/head
Official DOL plan name: St. Rose Hospital 403(b) Savings Plan · Sponsored by St. Rose Hospital · California · Healthcare & Social Assistance
$64M in assets, 699 participants
St. Rose Hospital's St. Rose Hospital 403(b) Savings Plan reported $64M in total assets and 699 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- #14,991 in Healthcare & Social Assistance (16,916 peers)
Where St. Rose Hospital 403(b) Savings Plan sits by assets
St. Rose Hospital 403(b) Savings Plan sits in the top quartile of all filed plans by assets, $64M for 699 participants (~$90,885/participant), up 13.5% in 2024.
- #14,991
- in Healthcare & Social Assistance (16,916 peers)
- +13.5%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
St. Rose Hospital 403(b) Savings Plan's outsized position by total assets
St. Rose Hospital 403(b) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$63,528,414 Top 13% higher than 87% 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
St. Rose Hospital 403(b) Savings 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. St. Rose Hospital 403(b) Savings Plan sits mid-pack in the medium band (699 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- St. Rose Hospital 403(b) Savings Plan end-of-year assets rose from $56M in the plan year 2023 filing to $64M in the plan year 2024 filing.
- St. Rose Hospital 403(b) Savings Plan reported net income fell from $9M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- St. Rose Hospital 403(b) Savings Plan reported participants rose from 662 in the plan year 2023 filing to 699 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 941668344 · St. Rose Hospital PY 2024 · Other
St. Rose Hospital 403(b) Savings Plan · $64M · 699 · 87th
- EBSA $64M
- PART 699
- TYPE 87th
- NET Other
- BOOK near Asbury University DC Retirement Plan
- VS-ST ind #14991
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 →
St. Rose Hospital 403(b) Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $56M |
|---|---|
| Net Assets (End of Year) | $64M |
| Net Income | $8M |
| Employer EIN | 941668344 |
| Plan Effective Date | 2009-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (St. Rose Hospital)
Sponsor-wide plan assets over time
All St. Rose Hospital plans reported in each filing year
- Latest sponsor-wide plan assets
- $64M 34.789018942074776% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 687 | $47M |
| 2023 | 1 | 662 | $56M |
| 2024 | 1 | 699 | $64M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $12.6B · 22,753
- Sutter Health 403(b) Savings Plan $7.6B · 54,954
- Stanford Health Care Retirement Savings Plan $6.9B · 24,152
- Caltech Base Retirement Plan $5.2B · 10,970
- University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886
St. Rose Hospital 403(b) Savings Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Asbury University DC Retirement Plan in KY ($64M); by covered participants it is St. Ambrose University Defined Contribution Plan in IA (698 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($64M here).
- Asbury University DC Retirement Plan (KY) $64M · 250
- Covenant House Savings and Retirement Plan (NY) $63M · 1,515
- Island Peer Review Organization, Inc. Tax Deferred Annuity Plan (NY) $63M · 313
- Hiram College Retirement Plan (OH) $63M · 221
Similar participant headcount
Nearest other-state filings by covered participants (699 participants); asset peers above are excluded.
- St. Ambrose University Defined Contribution Plan (IA) 698 · 1 off
- Augsburg University Defined Contribution Retirement Plan (MN) 698 · 1 off
- Depauw University Retirement Plan (IN) 700 · 1 off
- Gateways Community Services 403(b) Plan (NH) 700 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.