Other · DOL Form 5500 · 2024
Osceola Community Hosptial Inc. Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 122
- Participants Small participant base
- 39th
- Percentile by assets National rank
- $35,480
- Avg per participant Low balance/head
Official DOL plan name: Osceola Community Hospital Inc. Tax Deferred Annuity Plan · Sponsored by Osceola Community Hosptial Inc. · Iowa · Healthcare & Social Assistance
$4M in assets, 122 participants
Osceola Community Hosptial Inc.'s Osceola Community Hospital Inc. Tax Deferred Annuity Plan reported $4M in total assets and 122 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.
- #7,062 in Healthcare & Social Assistance (16,916 peers)
Coverage in Iowa
Osceola Community Hospital Inc. Tax Deferred Annuity Plan covers 122 participants in Iowa, about 20% of the average Iowa filer (state average ~609 per filing). Assets: $4M.
- #7,062
- in Healthcare & Social Assistance (16,916 peers)
- -3.5%
- assets change YoY
The plan reported a net loss of $158K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Osceola Community Hospital Inc. Tax Deferred Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Osceola Community Hospital Inc. Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,328,514 39th percentile higher than 39% 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
Osceola Community Hospital Inc. Tax Deferred Annuity 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. Osceola Community Hospital Inc. Tax Deferred Annuity Plan sits mid-pack in the medium band (122 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Osceola Community Hospital Inc. Tax Deferred Annuity Plan reported net income fell from $585K in the plan year 2023 filing to -$158K in the plan year 2024 filing.
- Osceola Community Hospital Inc. Tax Deferred Annuity Plan reported participants fell from 134 in the plan year 2023 filing to 122 in the plan year 2024 filing.
- Osceola Community Hospital Inc. Tax Deferred Annuity Plan end-of-year assets fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 420890973 · Osceola Community Hosptial Inc. PY 2024 · Other
Osceola Community Hospital Inc. Tax Deferred Annuity Plan · $4M · 122 · 39th
- IND $4M
- IND 122
- IND 39th
- IND Other
- IND near Mid-South Public Communications Foundation Retirement Plan
- IND ind #7062
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 Iowa →
Osceola Community Hospital Inc. Tax Deferred Annuity Plan in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$158K |
| Employer EIN | 420890973 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Osceola Community Hosptial Inc.)
Sponsor-wide plan assets over time
All Osceola Community Hosptial Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 10.923600960267004% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 135 | $4M |
| 2023 | 1 | 134 | $4M |
| 2024 | 1 | 122 | $4M |
Nearby Other Plans in Iowa
Peer Other plans, same state, same plan type, ranked by total assets.
- Iaicu Multiple Employer Plan $621M · 2,554
- Act, Inc. Defined Contribution Retirement Plan $393M · 913
- Grinnell College Employees Retirement Savings Plan $374M · 841
- Drake University Mandatory Tax-Deferred Annuity Retirement Plan $297M · 1,285
- St. Ambrose University Defined Contribution Plan $123M · 698
Osceola Community Hospital Inc. Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside Iowa, the nearest Other by assets is Mid-South Public Communications Foundation Retirement Plan in TN ($4M); by covered participants it is Community Living and Learning, Inc. Tax Sheltered Annuity Plan in PA (122 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (122 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.