Other · DOL Form 5500 · 2024

St Francis Health Services of Morris Inc. Retirement Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
2,027
Participants Near avg headcount
69th
Percentile by assets National rank
$9,047
Avg per participant Low balance/head
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Official DOL plan name: St. Francis Health Services of Morris Tax Deferred Annuity Plan · Sponsored by St Francis Health Services of Morris Inc. · Minnesota · Healthcare & Social Assistance

$18M in assets, 2,027 participants

St Francis Health Services of Morris Inc.'s St. Francis Health Services of Morris Tax Deferred Annuity Plan reported $18M in total assets and 2,027 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #12,422 in Healthcare & Social Assistance (16,916 peers)

St Francis Health Services of Morris Inc. multi-year trail

St Francis Health Services of Morris Inc.'s plans moved +30.2% in assets from 2022 to 2024; this filing shows St. Francis Health Services of Morris Tax Deferred Annuity Plan at $18M / 2,027 participants.

#12,422
in Healthcare & Social Assistance (16,916 peers)
+12.8%
assets growth YoY

St. Francis Health Services of Morris Tax Deferred Annuity Plan's outsized position by total assets

St. Francis Health Services of Morris Tax Deferred Annuity Plan vs every filed plan by assets

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

$18,337,917 Top 31% higher than 69% 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. Francis Health Services of Morris Tax Deferred Annuity 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 Tax Deferred Annuity Plan lands in the large band (2,027 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • St. Francis Health Services of Morris Tax Deferred Annuity Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • St. Francis Health Services of Morris Tax Deferred Annuity Plan end-of-year assets rose from $16M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • St. Francis Health Services of Morris Tax Deferred Annuity Plan reported participants rose from 1,912 in the plan year 2023 filing to 2,027 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 411484416 · St Francis Health Services of Morris Inc. PY 2024 · Other

St. Francis Health Services of Morris Tax Deferred Annuity Plan · $18M · 2,027 · 69th

  • IND $18M
  • IND 2,027
  • IND 69th
  • IND Other
  • IND near Kindering Center 403(b) Plan
  • IND ind #12422

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 Tax Deferred Annuity Plan in the asset neighbourhood

Alfred B. Maclay, Jr. Day School Retirement PlanAlfred B. Maclay, Jr. Day Sc…$18MTax Deferred Savings Plan$18MSt. Francis Health Services of Morris Tax Deferred Annuity PlanSt. Francis Health Services …$18MKindering Center 403(b) Plan$18MUnited Way of Greater Atlanta 403(b) PlanUnited Way of Greater Atlant…$18M
End-of-year total assets ($M) among St. Francis Health Services of Morris Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

St Francis Health Services of Morris Inc. multi-year asset trail

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
$40M$45M$50M$55M$60M 202220232024 $43.8M $57.1M ▲ +30.2%
Year Plans Participants Total Assets
2022 2 3,058 $44M
2023 2 3,279 $51M
2024 2 3,426 $57M

St Francis Health Services of Morris Inc. filing trail (2024)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN411484416
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Minnesota

Peer Other plans, same state, same plan type, ranked by total assets.

St. Francis Health Services of Morris Tax Deferred Annuity Plan vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants St. Francis Health Services of Morris Tax Deferred Annuity Plan, Total assets ($B): 0.018337917 · Participants: 2027St. Francis Health Services of Morris Tax Deferred Annuity PlanMayo 403(b) Plan, Total assets ($B): 12.799106312 · Participants: 85933Mayo 403(b) PlanChildrens Hospitals and Clinics Matched Savings Plan, Total assets ($B): 0.937973727 · Participants: 5750Childrens Hospitals and Clinics Matched Savings PlanCentracare Health System 403(b) Plan, Total assets ($B): 0.866640984 · Participants: 8227Centracare Health System 403(b) PlanCarpenters & Joiners Defined Contribution Plan, Total assets ($B): 0.811257677 · Participants: 22289Carpenters & Joiners Defined Contribution PlanUniversity of St. Thomas Retirement Plan, Total assets ($B): 0.459707522 · Participants: 2357University of St. Thomas Retirement Plan
St. Francis Health Services of Morris Tax Deferred Annuity Plan vs. nearby Other plans in Minnesota, assets vs. participants

St. Francis Health Services of Morris Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Minnesota, the nearest Other by assets is Kindering Center 403(b) Plan in WA ($18M); by covered participants it is Saint Joseph's University Retirement Plan in PA (2,028 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

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. Francis Health Services of Morris Tax Deferred Annuity Plan assets move in 2024?
St. Francis Health Services of Morris Tax Deferred Annuity Plan grew at a solid clip - up 12.8% during 2024, from $16M to $18M. Reported net income was $2M.
How have St Francis Health Services of Morris Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), St Francis Health Services of Morris Inc.'s sponsor-wide assets grew 30.2%, from $44M to $57M.
Which Other plans are similar in size to St. Francis Health Services of Morris Tax Deferred Annuity Plan?
Among Other plans in other states, the closest by assets is Kindering Center 403(b) Plan in WA ($18M, 255 participants).
Which Other plans cover a similar participant headcount to St. Francis Health Services of Morris Tax Deferred Annuity Plan?
Among Other plans in other states, the closest by covered participants is Saint Joseph's University Retirement Plan in PA (2,028 participants, $553M in assets).