Other · DOL Form 5500 · 2022

Tamarisk Coalition Retirement Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
24
Participants Small participant base
28th
Percentile by assets National rank
$53,547
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: 403 B · Sponsored by Tamarisk Coalition · Colorado · Professional & Technical Services

$1M in assets, 24 participants

Tamarisk Coalition's 403 B reported $1M in total assets and 24 participants in its 2022 DOL Form 5500 filing, ranking in the 28th 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.

  • #5,176 in Professional & Technical Services (21,562 peers)

Tamarisk Coalition multi-year trail

Tamarisk Coalition's plans moved +23.9% in assets from 2022 to 2023; this filing shows 403 B at $1M / 24 participants.

#5,176
in Professional & Technical Services (21,562 peers)
-10.7%
assets change YoY

The plan reported a net loss of $154K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

403 B among the smaller filed plans by assets

403 B vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,285,138 28th percentile higher than 28% of 139,123 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 2022

403 B among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403 B is a small filing (24 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 270007315 · Tamarisk Coalition PY 2022 · Other

403 B · $1M · 24 · 28th

  • EBSA $1M
  • PART 24
  • TYPE 28th
  • NET Other
  • BOOK near Virginia Supportive Housing 403(b) Plan
  • VS-ST ind #5176

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 Professional & Technical Services retirement plans → · Plans in Colorado →

403 B in the asset neighbourhood

403 B$1MVirginia Supportive Housing 403(b) PlanVirginia Supportive Housing …$1MMoa/USA Employees Tax Sheltered AnnuityMoa/USA Employees Tax Shelte…$1MThe Villages 403b Retirement Savings PlanThe Villages 403b Retirement…$1MHarmonium, Inc. 403(b) Plan$1M
End-of-year total assets ($M) among 403 B and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Tamarisk Coalition multi-year asset trail

Sponsor-wide plan assets over time

All Tamarisk Coalition plans reported in each filing year

Latest sponsor-wide plan assets
$2M 23.930503961442273% vs 2022
2023 filing year
$1.2M$1.3M$1.4M$1.5M$1.6M$1.7M 20222023 $1.29M $1.59M ▲ +23.3%
Year Plans Participants Total Assets
2022 1 24 $1M
2023 1 24 $2M

Tamarisk Coalition filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$154K
Employer EIN270007315
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Colorado

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

403 B vs. nearby Other plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.5 Total assets ($B) Participants 403 B, Total assets ($B): 0.001285138 · Participants: 24403 BUcar Retirement Plan, Total assets ($B): 1.016981364 · Participants: 1300Ucar Retirement PlanChildren's Hospital Colorado 403(b) Plan, Total assets ($B): 0.747591604 · Participants: 7995Children's Hospital Colorado 403(b) PlanUniversity of Denver Retirement Plan, Total assets ($B): 0.7437272 · Participants: 2470University of Denver Retirement PlanNrel 403(b) Employee Savings Plan, Total assets ($B): 0.422176184 · Participants: 2577Nrel 403(b) Employee Savings PlanColorado College Retirement Benefit Plan, Total assets ($B): 0.318847964 · Participants: 785Colorado College Retirement Benefit Plan
403 B vs. nearby Other plans in Colorado, assets vs. participants

403 B's out-of-state Other peers by assets and headcount

Outside Colorado, the nearest Other by assets is Virginia Supportive Housing 403(b) Plan in VA ($1M); by covered participants it is Northeastern Fine Jewelry, Inc. Pension Profit Sharing Plan in NY (24 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (24 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did 403 B assets move in 2022?
403 B pulled back noticeably - down 10.7% during 2022, from $1M to $1M. Reported net income was -$154K.
How have Tamarisk Coalition plan assets changed over time?
Across 2 plan years on file (2022-2023), Tamarisk Coalition's sponsor-wide assets grew 23.9%, from $1M to $2M.
Which Other plans are similar in size to 403 B?
Among Other plans in other states, the closest by assets is Virginia Supportive Housing 403(b) Plan in VA ($1M, 146 participants).
Which Other plans cover a similar participant headcount to 403 B?
Among Other plans in other states, the closest by covered participants is Northeastern Fine Jewelry, Inc. Pension Profit Sharing Plan in NY (24 participants, $165K in assets).