Other · DOL Form 5500 · 2022

Fountain Valley School of Colorado Retirement Plan

Data updated 2026-08-11

$19M
Total assets
89
Participants
76th
Percentile by assets
$211,690
Avg per participant
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Official DOL plan name: Fountain Valley School Defined Contribution Retirement Plan · Sponsored by Fountain Valley School of Colorado · Colorado · Educational Services

$19M in assets, 89 participants

Fountain Valley School of Colorado's Fountain Valley School Defined Contribution Retirement Plan reported $19M in total assets and 89 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • 76th percentile by assets (of 139,126 plans)
  • #2,399 in Educational Services (4,024 peers)

Where Fountain Valley School Defined Contribution Retirement Plan sits by assets

Fountain Valley School Defined Contribution Retirement Plan sits in the top quartile of all filed plans by assets, $19M for 89 participants (~$211,690/participant), down 14.0% in 2022.

$19M
total plan assets (2022 EOY)
89
covered participants
76th
percentile by assets (of 139,126 plans)
$211,690
avg assets per participant

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.

Where Fountain Valley School Defined Contribution Retirement Plan sits by total assets

Fountain Valley School Defined Contribution Retirement Plan vs every filed plan by assets

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

$18,840,451 Top 24% higher than 76% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Colorado
Industry
Educational Services

Fountain Valley School Defined Contribution Retirement Plan vs the 2022 asset distribution

By assets, Fountain Valley School Defined Contribution Retirement Plan outranks 76% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$19M
Net Income-$3M
Employer EIN840423922
Plan Effective Date1959-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fountain Valley School of Colorado)

$18M$20M$22M$24M 202220232024 $18.8M $23.1M ▲ +22.7%
Total plan assets by year, all Fountain Valley School of Colorado plans on file
Year Plans Participants Total Assets
2022 1 89 $19M
2023 1 91 $21M
2024 1 94 $23M

Nearby Other Plans in Colorado

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

Fountain Valley School Defined Contribution Retirement Plan vs. nearby Other plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.5 Total assets ($B) Participants Fountain Valley Scho…, Total assets ($B): 0.018840451 · Participants: 89Fountain Valley Scho…Ucar Retirement Plan, Total assets ($B): 1.016981364 · Participants: 1300Ucar Retirement PlanChildren's Hospital …, Total assets ($B): 0.747591604 · Participants: 7995Children's Hospital …University of Denver…, Total assets ($B): 0.7437272 · Participants: 2470University of Denver…Nrel 403(b) Employee…, Total assets ($B): 0.422176184 · Participants: 2577Nrel 403(b) Employee…Colorado College Ret…, Total assets ($B): 0.318847964 · Participants: 785Colorado College Ret…
Fountain Valley School Defined Contribution Retirement Plan vs. nearby Other plans in Colorado, assets vs. participants
Compare Fountain Valley School Defined Contribut… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Fountain Valley School Defined Contribution Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Fountain Valley School Defined Contribution Retirement Plan assets move in 2022? ▼
Fountain Valley School Defined Contribution Retirement Plan pulled back noticeably - down 14.0% during 2022, from $22M to $19M. Reported net income was -$3M.
How have Fountain Valley School of Colorado plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fountain Valley School of Colorado's sponsor-wide assets grew 22.7%, from $19M to $23M.
Where does Fountain Valley School Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Fountain Valley School Defined Contribution Retirement Plan ranks in the 76th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Fountain Valley School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Brimmer and May Retirement Plan in MA ($19M, 95 participants).

Next read for Fountain Valley School Defined Contribut…

Scale reading

Ways to act on Fountain Valley School Defined Contribution Retirement Plan's numbers.

  • By total assets, Fountain Valley School Defined Contribution Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in Colorado. Compare plans
  • Fountain Valley School of Colorado's sponsor-wide assets have grown 22.7% since 2022 across 3 plan years on file. More Educational Services plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 840423922.

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.