Profit Sharing · DOL Form 5500 · 2024
St Francis Health Services of Morris Inc. Profit Sharing Plan
Data updated 2026-08-25
- $39M
- Total assets Below avg plan size
- 1,399
- Participants Near avg headcount
- 81st
- Percentile by assets National rank
- $27,679
- Avg per participant Low balance/head
Official DOL plan name: St. Francis Health Services of Morris Employees Retirement Plan · Sponsored by St Francis Health Services of Morris Inc. · Minnesota · Healthcare & Social Assistance
$39M in assets, 1,399 participants
St Francis Health Services of Morris Inc.'s St. Francis Health Services of Morris Employees Retirement Plan reported $39M in total assets and 1,399 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.
- #14,161 in Healthcare & Social Assistance (16,916 peers)
Where St. Francis Health Services of Morris Employees Retirement Plan sits by assets
St. Francis Health Services of Morris Employees Retirement Plan sits in the top quartile of all filed plans by assets, $39M for 1,399 participants (~$27,679/participant), up 12.1% in 2024.
- #14,161
- in Healthcare & Social Assistance (16,916 peers)
- +12.1%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
St. Francis Health Services of Morris Employees Retirement Plan's outsized position by total assets
St. Francis Health Services of Morris Employees Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$38,722,793 Top 19% higher than 81% 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. Francis Health Services of Morris Employees Retirement 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. St. Francis Health Services of Morris Employees Retirement Plan lands in the large band (1,399 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- St. Francis Health Services of Morris Employees Retirement Plan end-of-year assets rose from $35M in the plan year 2023 filing to $39M in the plan year 2024 filing.
- St. Francis Health Services of Morris Employees Retirement Plan reported participants rose from 1,367 in the plan year 2023 filing to 1,399 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 411484416 · St Francis Health Services of Morris Inc. PY 2024 · Profit Sharing
St. Francis Health Services of Morris Employees Retirement Plan · $39M · 1,399 · 81st
- NET $39M
- BOOK 1,399
- VS-ST 81st
- BOY Profit Sharing
- SCH near Snf Holding Company Retirement Savings Plan
- EBSA ind #14161
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 Minnesota →
St. Francis Health Services of Morris Employees Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | $39M |
| Net Income | $4M |
| Employer EIN | 411484416 |
| Plan Effective Date | 1983-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (St Francis Health Services of Morris Inc.)
Sponsor-wide plan assets over time
All St Francis Health Services of Morris Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $57M 30.19686908947567% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,058 | $44M |
| 2023 | 2 | 3,279 | $51M |
| 2024 | 2 | 3,426 | $57M |
Nearby Profit Sharing Plans in Minnesota
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Pipe Trades Services Mn Pension Supplement Fund $1.8B · 6,017
- Allina 403(b) Retirement Savings Plan $902M · 8,757
- Fairview Health Services Pension Plan $644M · 4,702
- Cargill Employee Retirement Account Plan $613M · 20,683
- Regions Hospital Retirement Savings 401(k) Plan $602M · 6,323
St. Francis Health Services of Morris Employees Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Minnesota, the nearest Profit Sharing by assets is Snf Holding Company Retirement Savings Plan in GA ($39M); by covered participants it is Scansource, Inc. 401(k) Plan in SC (1,401 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($39M here).
- Snf Holding Company Retirement Savings Plan (GA) $39M · 1,669
- Great Hill Partners, LP Profit Sharing Plan and Trust (MA) $39M · 58
- Dismas Charities, Inc. Retirement Plan (KY) $39M · 594
- Ball Homes, LLC Retirement Plan (KY) $39M · 220
Similar participant headcount
Nearest other-state filings by covered participants (1,399 participants); asset peers above are excluded.
- Scansource, Inc. 401(k) Plan (SC) 1,401 · 2 off
- Healthalliance Partnership Retirement Savings Plan (MA) 1,402 · 3 off
- Rail Group 401(k) & Profit Sharing Plan (WA) 1,395 · 4 off
- New Orleans Electrical Annuity Plan (TN) 1,393 · 6 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.