Other · DOL Form 5500 · 2024

Saint Francis House, Inc. Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
120
Participants Small participant base
42nd
Percentile by assets National rank
$41,370
Avg per participant Low balance/head
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Official DOL plan name: Saint Francis House, Inc. 403(b) Savings Plan · Sponsored by Saint Francis House, Inc. · Massachusetts · Healthcare & Social Assistance

$5M in assets, 120 participants

Saint Francis House, Inc.'s Saint Francis House, Inc. 403(b) Savings Plan reported $5M in total assets and 120 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #7,600 in Healthcare & Social Assistance (16,916 peers)

Coverage in Massachusetts

Saint Francis House, Inc. 403(b) Savings Plan covers 120 participants in Massachusetts, about 18% of the average Massachusetts filer (state average ~659 per filing). Assets: $5M.

#7,600
in Healthcare & Social Assistance (16,916 peers)
+22.1%
assets growth YoY

Saint Francis House, Inc. 403(b) Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Saint Francis House, Inc. 403(b) Savings Plan vs every filed plan by assets

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

$4,964,400 42nd percentile higher than 42% 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

Saint Francis House, Inc. 403(b) Savings 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. Saint Francis House, Inc. 403(b) Savings Plan sits mid-pack in the medium band (120 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Saint Francis House, Inc. 403(b) Savings Plan reported net income rose from $660K in the plan year 2023 filing to $897K in the plan year 2024 filing.
  • Saint Francis House, Inc. 403(b) Savings Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Saint Francis House, Inc. 403(b) Savings Plan reported participants rose from 103 in the plan year 2023 filing to 120 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 222519129 · Saint Francis House, Inc. PY 2024 · Other

Saint Francis House, Inc. 403(b) Savings Plan · $5M · 120 · 42nd

  • PHOTO $5M
  • PHOTO 120
  • PHOTO 42nd
  • PHOTO Other
  • PHOTO near Accra Care 403(b) Plan
  • PHOTO ind #7600

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 Massachusetts →

Saint Francis House, Inc. 403(b) Savings Plan in the asset neighbourhood

Central Christian College 403 (B) DC PlanCentral Christian College 40…$5M403(b) Thrift Plan of Texhoma Christian Care Center, Inc.403(b) Thrift Plan of Texhom…$5MSaint Francis House, Inc. 403(b) Savings PlanSaint Francis House, Inc. 40…$5MAccra Care 403(b) Plan$5MHuman Service Center 403(b) Retirement PlanHuman Service Center 403(b) …$5M
End-of-year total assets ($M) among Saint Francis House, Inc. 403(b) Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$897K
Employer EIN222519129
Plan Effective Date2000-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Saint Francis House, Inc.)

Sponsor-wide plan assets over time

All Saint Francis House, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 45.72875089935634% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.41M $4.96M ▲ +45.5%
Year Plans Participants Total Assets
2022 1 130 $3M
2023 1 103 $4M
2024 1 120 $5M

Nearby Other Plans in Massachusetts

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

Saint Francis House, Inc. 403(b) Savings Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Saint Francis House, Inc. 403(b) Savings Plan, Total assets ($B): 0.0049644 · Participants: 120Saint Francis House, Inc. 403(b) Savings PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 4.299350229 · Participants: 24395Harvard University Tax Deferred Annuity PlanBeth Israel Lahey 403(b) Retirement Savings Plan, Total assets ($B): 3.507933231 · Participants: 33591Beth Israel Lahey 403(b) Retirement Savings PlanBoston University Retirement Plan, Total assets ($B): 2.976139 · Participants: 8173Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 2.641546036 · Participants: 8900Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.735973854 · Participants: 12869Boston University Supplemental Retirement and Savings Plan
Saint Francis House, Inc. 403(b) Savings Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Saint Francis House, Inc. 403(b) Savings Plan side-by-side with 3 peers →

Saint Francis House, Inc. 403(b) Savings Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Accra Care 403(b) Plan in MN ($5M); by covered participants it is Early Learning Coalition of Palm Beach County, Inc. Section 403b Tax Deferred Annuity Plan in FL (120 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (120 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.

Frequently Asked Questions

How did Saint Francis House, Inc. 403(b) Savings Plan assets move in 2024? ▼
Saint Francis House, Inc. 403(b) Savings Plan grew sharply - up 22.1% during 2024, from $4M to $5M. Reported net income was $897K.
How have Saint Francis House, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Saint Francis House, Inc.'s sponsor-wide assets grew 45.7%, from $3M to $5M.
Which Other plans are similar in size to Saint Francis House, Inc. 403(b) Savings Plan? ▼
Among Other plans in other states, the closest by assets is Accra Care 403(b) Plan in MN ($5M, 8,399 participants).
Which Other plans cover a similar participant headcount to Saint Francis House, Inc. 403(b) Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Early Learning Coalition of Palm Beach County, Inc. Section 403b Tax Deferred Annuity Plan in FL (120 participants, $2M 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 222519129.

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.