401(k) · DOL Form 5500 · 2024

St. Vincent Family Services 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
148
Participants Small participant base
42nd
Percentile by assets National rank
$33,446
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: St. Vincent Family Services Employee Retirement Plan · Sponsored by St. Vincent Family Services · Ohio · Healthcare & Social Assistance

$5M in assets, 148 participants

St. Vincent Family Services's St. Vincent Family Services Employee Retirement Plan reported $5M in total assets and 148 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #7,579 in Healthcare & Social Assistance (16,916 peers)

Coverage in Ohio

St. Vincent Family Services Employee Retirement Plan covers 148 participants in Ohio, about 19% of the average Ohio filer (state average ~765 per filing). Assets: $5M.

#7,579
in Healthcare & Social Assistance (16,916 peers)
+7.6%
assets growth YoY

St. Vincent Family Services Employee Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

St. Vincent Family Services Employee Retirement Plan vs every filed plan by assets

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

$4,949,946 42nd percentile higher than 42% 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. Vincent Family Services Employee 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. St. Vincent Family Services Employee Retirement Plan sits mid-pack in the medium band (148 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • St. Vincent Family Services Employee Retirement Plan reported net income rose from $44K in the plan year 2023 filing to $351K in the plan year 2024 filing.
  • St. Vincent Family Services Employee Retirement Plan reported participants rose from 131 in the plan year 2023 filing to 148 in the plan year 2024 filing.
  • St. Vincent Family Services Employee Retirement Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 314379572 · St. Vincent Family Services PY 2024 · 401(k)

St. Vincent Family Services Employee Retirement Plan · $5M · 148 · 42nd

  • RANK $5M
  • RANK 148
  • RANK 42nd
  • RANK 401(k)
  • RANK near Schueller-Owen & Associates, Inc. Profit Sharing 401(k) Plan
  • RANK ind #7579

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 Ohio →

St. Vincent Family Services Employee Retirement Plan in the asset neighbourhood

St. Vincent Family Services Employee Retirement PlanSt. Vincent Family Services …$5MSchueller-Owen & Associates, Inc. Profit Sharing 401(k) PlanSchueller-Owen & Associates,…$5MSouthland Medical Group, LLC Retirement Savings PlanSouthland Medical Group, LLC…$5MBuck Jack LLC 401(k) Profit Sharing Plan & TrustBuck Jack LLC 401(k) Profit …$5MAspire Pharmaceuticals Inc. 401(k) PlanAspire Pharmaceuticals Inc. …$5M
End-of-year total assets ($M) among St. Vincent Family Services Employee Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$351K
Employer EIN314379572
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. Vincent Family Services)

Sponsor-wide plan assets over time

All St. Vincent Family Services plans reported in each filing year

Latest sponsor-wide plan assets
$5M 8.665546191922571% vs 2022
2024 filing year
$4.4M$4.6M$4.8M$5M 202220232024 $4.56M $4.95M ▲ +8.6%
Year Plans Participants Total Assets
2022 1 133 $5M
2023 1 131 $5M
2024 1 148 $5M

Nearby 401(k) Plans in Ohio

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

St. Vincent Family Services Employee Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants St. Vincent Family Services Employee Retirement Plan, Total assets ($B): 0.004949946 · Participants: 148St. Vincent Family Services Employee Retirement PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
St. Vincent Family Services Employee Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare St. Vincent Family Services Employee Retirement Plan side-by-side with 3 peers →

St. Vincent Family Services Employee Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Schueller-Owen & Associates, Inc. Profit Sharing 401(k) Plan in WI ($5M); by covered participants it is Contentful 401(k) Plan in CO (148 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (148 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. Vincent Family Services Employee Retirement Plan assets move in 2024? ▼
St. Vincent Family Services Employee Retirement Plan grew at a solid clip - up 7.6% during 2024, from $5M to $5M. Reported net income was $351K.
How have St. Vincent Family Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St. Vincent Family Services's sponsor-wide assets grew 8.7%, from $5M to $5M.
Which 401(k) plans are similar in size to St. Vincent Family Services Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Schueller-Owen & Associates, Inc. Profit Sharing 401(k) Plan in WI ($5M, 3 participants).
Which 401(k) plans cover a similar participant headcount to St. Vincent Family Services Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Contentful 401(k) Plan in CO (148 participants, $8M 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 314379572.

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.