Profit Sharing · DOL Form 5500 · 2024
St Francis Health Services of Morris Inc. Profit Sharing Plan
Data updated 2026-08-06
- $39M
- Total assets
- 1,399
- Participants
- 81st
- Percentile by assets
- $27,679
- Avg per participant
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.
- 81st percentile by assets (of 116,472 plans)
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.
- $39M
- total plan assets (2024 EOY)
- 1,399
- covered participants
- 81st
- percentile by assets (of 116,472 plans)
- $27,679
- avg assets per participant
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.
St. Francis Health Services of Morris Employees Retirement Plan vs the 2024 asset distribution
By assets, St. Francis Health Services of Morris Employees Retirement Plan outranks 81% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.4x the national average plan size of $100M (730 average participants).
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.)
| 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.
St. Francis Health Services of Morris Employees Retirement Plan vs. nearby Profit Sharing plans in Minnesota, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to St. Francis Health Services of Morris Employees Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did St. Francis Health Services of Morris Employees Retirement Plan assets move in 2024? ▼
How have St Francis Health Services of Morris Inc. plan assets changed over time? ▼
Where does St. Francis Health Services of Morris Employees Retirement Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to St. Francis Health Services of Morris Employees Retirement Plan? ▼
Next read for St. Francis Health Services of Morris Em…
Scale reading
Ways to act on St. Francis Health Services of Morris Employees Retirement Plan's numbers.
- By total assets, St. Francis Health Services of Morris Employees Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Minnesota. Compare plans
- St Francis Health Services of Morris Inc.'s sponsor-wide assets have grown 30.2% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans
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 411484416.
Read our methodology - how this data is sourced, computed, and verified.