Other · DOL Form 5500 · 2022

Fountain Valley School of Colorado Retirement Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
89
Participants Small participant base
76th
Percentile by assets National rank
$211,690
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#2,399
in Educational Services (4,024 peers)
-14.0%
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.

Fountain Valley School Defined Contribution Retirement Plan's outsized position 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 $2,050,000,000 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

Fountain Valley School Defined Contribution Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fountain Valley School Defined Contribution Retirement Plan is a small filing (89 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 840423922 · Fountain Valley School of Colorado PY 2022 · Other

Fountain Valley School Defined Contribution Retirement Plan · $19M · 89 · 76th

  • IND $19M
  • EOY 89
  • 5500 76th
  • ASSETS Other
  • PCT near Brimmer and May Retirement Plan
  • EIN ind #2399

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 Educational Services retirement plans → · Plans in Colorado →

Fountain Valley School Defined Contribution Retirement Plan in the asset neighbourhood

Goodwill Industries of North Central Wisconsin, Inc. 403(b) Retirement PlanGoodwill Industries of North…$19MWellington School DC Retirement PlanWellington School DC Retirem…$19MFountain Valley School Defined Contribution Retirement PlanFountain Valley School Defin…$19MBrimmer and May Retirement PlanBrimmer and May Retirement P…$19MOak Hall Private School 403(b) DC and Tda PlanOak Hall Private School 403(…$19M
End-of-year total assets ($M) among Fountain Valley School Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Fountain Valley School of Colorado plans reported in each filing year

Latest sponsor-wide plan assets
$23M 22.733866614976467% vs 2022
2024 filing year
$18M$20M$22M$24M 202220232024 $18.8M $23.1M ▲ +22.7%
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 ($B) Participants Fountain Valley School Defined Contribution Retirement Plan, Total assets ($B): 0.018840451 · Participants: 89Fountain Valley School Defined Contribution Retirement PlanUcar 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
Fountain Valley School Defined Contribution Retirement Plan vs. nearby Other plans in Colorado, assets vs. participants

Fountain Valley School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Colorado, the nearest Other by assets is Brimmer and May Retirement Plan in MA ($19M); by covered participants it is Marymount California University Defined Contribution Plan in CA (89 participants). Same-state nearby plans are listed separately above.

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 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).
Which Other plans cover a similar participant headcount to Fountain Valley School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Marymount California University Defined Contribution Plan in CA (89 participants, N/A in assets).