Profit Sharing · DOL Form 5500 · 2024

St. Joseph Center Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
472
Participants Below avg headcount
43rd
Percentile by assets National rank
$10,944
Avg per participant Low balance/head
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Official DOL plan name: St. Joseph Center 403(b) Plan · Sponsored by St. Joseph Center · California · Healthcare & Social Assistance

$5M in assets, 472 participants

St. Joseph Center's St. Joseph Center 403(b) Plan reported $5M in total assets and 472 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

  • #7,743 in Healthcare & Social Assistance (16,916 peers)

St. Joseph Center multi-year trail

St. Joseph Center's plans moved +54.4% in assets from 2022 to 2024; this filing shows St. Joseph Center 403(b) Plan at $5M / 472 participants.

#7,743
in Healthcare & Social Assistance (16,916 peers)
+26.6%
assets growth YoY

St. Joseph Center 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

St. Joseph Center 403(b) Plan vs every filed plan by assets

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

$5,165,637 43rd percentile higher than 43% 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. Joseph Center 403(b) 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. Joseph Center 403(b) Plan sits mid-pack in the medium band (472 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2024

  • St. Joseph Center 403(b) Plan reported net income rose from $275K in the plan year 2022 filing to $1M in the plan year 2024 filing.
  • St. Joseph Center 403(b) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $5M in the plan year 2024 filing.
  • St. Joseph Center 403(b) Plan reported participants rose from 368 in the plan year 2022 filing to 472 in the plan year 2024 filing.

See the national 2022→2024 release diff →

Published 5500 schedule card

Filing strip 953874381 · St. Joseph Center PY 2024 · Profit Sharing

St. Joseph Center 403(b) Plan · $5M · 472 · 43rd

  • BOOK $5M
  • BOOK 472
  • BOOK 43rd
  • BOOK Profit Sharing
  • BOOK near Ajmp Anesthesia Services Retirement Plan
  • BOOK ind #7743

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 California →

St. Joseph Center 403(b) Plan in the asset neighbourhood

Iowa Trust and Savings Bank Employees Profit Sharing PlanIowa Trust and Savings Bank …$5MGvs Puerto Rico LLC Retirement PlanGvs Puerto Rico LLC Retireme…$5MSt. Joseph Center 403(b) Plan$5MAjmp Anesthesia Services Retirement PlanAjmp Anesthesia Services Ret…$5MLive Happy Holdings, Inc. Retirement PlanLive Happy Holdings, Inc. Re…$5M
End-of-year total assets ($M) among St. Joseph Center 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

St. Joseph Center multi-year asset trail

Sponsor-wide plan assets over time

All St. Joseph Center plans reported in each filing year

Latest sponsor-wide plan assets
$5M 54.350996001412746% vs 2022
2024 filing year
$3M$4M$5M$6M 20222024 $3.35M $5.17M ▲ +54.3%
Year Plans Participants Total Assets
2022 1 368 $3M
2024 1 472 $5M

St. Joseph Center filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN953874381
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

St. Joseph Center 403(b) Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants St. Joseph Center 403(b) Plan, Total assets ($B): 0.005165637 · Participants: 472St. Joseph Center 403(b) PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
St. Joseph Center 403(b) Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare St. Joseph Center 403(b) Plan side-by-side with 3 peers →

St. Joseph Center 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Ajmp Anesthesia Services Retirement Plan in PR ($5M); by covered participants it is Electrical Workers Pension Fund Part B in MN (472 participants). Same-state nearby plans are listed separately above.

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. Joseph Center 403(b) Plan assets move in 2024? ▼
St. Joseph Center 403(b) Plan grew sharply - up 26.6% during 2024, from $4M to $5M. Reported net income was $1M.
How have St. Joseph Center plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), St. Joseph Center's sponsor-wide assets grew 54.4%, from $3M to $5M.
Which Profit Sharing plans are similar in size to St. Joseph Center 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Ajmp Anesthesia Services Retirement Plan in PR ($5M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to St. Joseph Center 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Electrical Workers Pension Fund Part B in MN (472 participants, $190M 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 953874381.

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.