401(k) · DOL Form 5500 · 2024

Stonehill Franciscan Services 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
261
Participants Below avg headcount
59th
Percentile by assets National rank
$44,841
Avg per participant Low balance/head
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Official DOL plan name: Stonehill Franciscan Services 401(k) Retirement Plan · Sponsored by Stonehill Franciscan Services · Iowa · Healthcare & Social Assistance

$12M in assets, 261 participants

Stonehill Franciscan Services's Stonehill Franciscan Services 401(k) Retirement Plan reported $12M in total assets and 261 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #10,907 in Healthcare & Social Assistance (16,916 peers)

Coverage in Iowa

Stonehill Franciscan Services 401(k) Retirement Plan covers 261 participants in Iowa, about 43% of the average Iowa filer (state average ~609 per filing). Assets: $12M.

#10,907
in Healthcare & Social Assistance (16,916 peers)
+4.6%
assets growth YoY

Stonehill Franciscan Services 401(k) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Stonehill Franciscan Services 401(k) Retirement Plan vs every filed plan by assets

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

$11,703,371 Top 41% higher than 59% 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

Stonehill Franciscan Services 401(k) Retirement 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. Stonehill Franciscan Services 401(k) Retirement Plan sits mid-pack in the medium band (261 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stonehill Franciscan Services 401(k) Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $512K in the plan year 2024 filing.
  • Stonehill Franciscan Services 401(k) Retirement Plan end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Stonehill Franciscan Services 401(k) Retirement Plan reported participants rose from 255 in the plan year 2023 filing to 261 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 510141775 · Stonehill Franciscan Services PY 2024 · 401(k)

Stonehill Franciscan Services 401(k) Retirement Plan · $12M · 261 · 59th

  • BOY $12M
  • BOY 261
  • BOY 59th
  • BOY 401(k)
  • BOY near Imagination the Americas Inc. 401(k) Plan
  • BOY ind #10907

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 Iowa →

Stonehill Franciscan Services 401(k) Retirement Plan in the asset neighbourhood

Stonehill Franciscan Services 401(k) Retirement PlanStonehill Franciscan Service…$12MImagination the Americas Inc. 401(k) PlanImagination the Americas Inc…$12MO'gara Coach Company, LLC 401(k) PlanO'gara Coach Company, LLC 40…$12MNest International, Inc. 401(k) PlanNest International, Inc. 401…$12MStrides Pharma, Inc. 401(k) Profit Sharing Plan & TrustStrides Pharma, Inc. 401(k) …$12M
End-of-year total assets ($M) among Stonehill Franciscan Services 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Iowa filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$512K
Employer EIN510141775
Plan Effective Date2002-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stonehill Franciscan Services)

Sponsor-wide plan assets over time

All Stonehill Franciscan Services plans reported in each filing year

Latest sponsor-wide plan assets
$12M 25.655553218534415% vs 2022
2024 filing year
$9M$10M$11M$12M 202220232024 $9.31M $11.7M ▲ +25.7%
Year Plans Participants Total Assets
2022 1 271 $9M
2023 1 255 $11M
2024 1 261 $12M

Nearby 401(k) Plans in Iowa

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Stonehill Franciscan Services 401(k) Retirement Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Stonehill Franciscan Services 401(k) Retirement Plan, Total assets ($B): 0.011703371 · Participants: 261Stonehill Franciscan Services 401(k) Retirement PlanThe Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
Stonehill Franciscan Services 401(k) Retirement Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Stonehill Franciscan Services 401(k) Retirement Plan side-by-side with 3 peers →

Stonehill Franciscan Services 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Imagination the Americas Inc. 401(k) Plan in NY ($12M); by covered participants it is Spencer Savings Bank Sla Savings Retirement Plan in NJ (261 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (261 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 Stonehill Franciscan Services 401(k) Retirement Plan assets move in 2024? ▼
Stonehill Franciscan Services 401(k) Retirement Plan edged up modestly - up 4.6% during 2024, from $11M to $12M. Reported net income was $512K.
How have Stonehill Franciscan Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stonehill Franciscan Services's sponsor-wide assets grew 25.7%, from $9M to $12M.
Which 401(k) plans are similar in size to Stonehill Franciscan Services 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Imagination the Americas Inc. 401(k) Plan in NY ($12M, 67 participants).
Which 401(k) plans cover a similar participant headcount to Stonehill Franciscan Services 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Spencer Savings Bank Sla Savings Retirement Plan in NJ (261 participants, $47M 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 510141775.

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.