Other · DOL Form 5500 · 2022
HOPEWEST Retirement Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 419
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $40,741
- Avg per participant Low balance/head
Official DOL plan name: Hopewest 403(b) Plan · Sponsored by HOPEWEST · Colorado · Healthcare & Social Assistance
$17M in assets, 419 participants
HOPEWEST's Hopewest 403(b) Plan reported $17M in total assets and 419 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.
- #15,847 in Healthcare & Social Assistance (20,060 peers)
Where Hopewest 403(b) Plan sits by assets
Hopewest 403(b) Plan sits in the top quartile of all filed plans by assets, $17M for 419 participants (~$40,741/participant), down 16.8% in 2022.
- #15,847
- in Healthcare & Social Assistance (20,060 peers)
- -16.8%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Hopewest 403(b) Plan's outsized position by total assets
Hopewest 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$17,070,601 Top 25% higher than 75% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Hopewest 403(b) Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hopewest 403(b) Plan sits mid-pack in the medium band (419 participants).
Plan-year Form 5500 strip
Filing strip 841207388 · HOPEWEST PY 2022 · Other
Hopewest 403(b) Plan · $17M · 419 · 75th
- PART $17M
- TYPE 419
- NET 75th
- BOOK Other
- VS-ST near Brevard College Corporation Defined Contribution Retirement Plan
- BOY ind #15847
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 Colorado →
Hopewest 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | -$3M |
| Employer EIN | 841207388 |
| Plan Effective Date | 2002-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (HOPEWEST)
Sponsor-wide plan assets over time
All HOPEWEST plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 24.892333902010833% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 419 | $17M |
| 2023 | 1 | 424 | $19M |
| 2024 | 1 | 430 | $21M |
Nearby Other Plans in Colorado
Peer Other plans, same state, same plan type, ranked by total assets.
- Ucar Retirement Plan $1.0B · 1,300
- Children's Hospital Colorado 403(b) Plan $748M · 7,995
- University of Denver Retirement Plan $744M · 2,470
- Nrel 403(b) Employee Savings Plan $422M · 2,577
- Colorado College Retirement Benefit Plan $319M · 785
Hopewest 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Colorado, the nearest Other by assets is Brevard College Corporation Defined Contribution Retirement Plan in NC ($17M); by covered participants it is Woodland Park Zoological Society 403(b) Retirement Plan in WA (419 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (419 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.