Plan Ledger DOL Form 5500 · updated monthly

Saint Francis Health System Inc401(k)

SAINT FRANCIS HEALTH SYSTEM, INC. 401(K) SAVINGS P · TULSA, OK · plan year 2024

Reported admin expense ratio · 2024
0.04%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Saint Francis Health System Inc reported $394,821 in plan administrative expenses for 2024: 0.04% of average plan assets, below the peer median. Employer contributions averaged $3,242 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.039% to 0.042%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 8th-largest of 724 plans among Oklahoma employers on file, and the 185th of 11,911 in health care & social assistance. In 2024, employees put in $1.46 for every $1.00 the employer contributed; active participation has grown from 10,134 to 12,219 since 2022.

Plan summary
Net assets, end of year$1,005,826,659
Participants with balances14,619
Active participants12,219
Employer contributions$39,615,798
Employee contributions$57,703,596
Employer contribution per active participant$3,242
Average account balance$68,803
Benefits paid to participants$77,665,565
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$1.0B · 14,619 accts · $39.6M emplr
2023$867.1M · 13,177 accts · $23.6M emplr
2022$747.9M · 12,673 accts · $34.7M emplr
The Saint Francis Health System Inc 401(k) match · 2024
Employer contribution per active participant$3,242
Median for plans this size$4,294
2024$3,242 per active participant
2023$2,237 per active participant
2022$3,420 per active participant

Saint Francis Health System Inc's 2024 employer contribution ran below the $4,294 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
FIDELITY INVESTMENTS INST. OPS. CO. · Loan processing$315,506
ANDCO CONSULTING L.L.C. · Investment advisory (plan)$59,490
EIDE BAILLY LLP · Accounting / audit$19,825

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$394,821 · 0.04%
2023$343,815 · 0.04%
2022$321,573 · 0.04%
All plans at this employer2
SAINT FRANCIS HEALTH SYSTEM, INC. 401(K) SAVINGS P401(k)
SAINT FRANCIS HEALTH SYSTEM, INC. 403(B) SAVINGS P403(b)
Same employer
Similar plansHealth Care & Social Assistance · Oklahoma
Integris Health, Inc. OK$1.1B · 0.04%
Cape Cod Healthcare MA$1.0B · 0.04%
Children's Wisconsin WI$1.0B · 0.07%
Tufts Medicine, Inc. MA$991.9M · 0.07%
Rochester Regional Health NY$987.0M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 731501972 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.