Other · DOL Form 5500 · 2022

Lower Valley Hospital Association Retirement Plan

Data updated 2026-08-11

$20M
Total assets
582
Participants
77th
Percentile by assets
$33,929
Avg per participant
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Official DOL plan name: Family Health West 403b Plan · Sponsored by Lower Valley Hospital Association · Colorado · Healthcare & Social Assistance

$20M in assets, 582 participants

Lower Valley Hospital Association's Family Health West 403b Plan reported $20M in total assets and 582 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • 77th percentile by assets (of 139,126 plans)
  • #16,195 in Healthcare & Social Assistance (20,060 peers)

Where Family Health West 403b Plan sits by assets

Family Health West 403b Plan sits in the top quartile of all filed plans by assets, $20M for 582 participants (~$33,929/participant), down 8.9% in 2022.

$20M
total plan assets (2022 EOY)
582
covered participants
77th
percentile by assets (of 139,126 plans)
$33,929
avg assets per participant

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Family Health West 403b Plan sits by total assets

Family Health West 403b Plan vs every filed plan by assets

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

$19,746,721 Top 23% higher than 77% 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

Family Health West 403b Plan vs the 2022 asset distribution

By assets, Family Health West 403b Plan outranks 77% 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)$20M
Net Income-$2M
Employer EIN840447998
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lower Valley Hospital Association)

$15M$20M$25M$30M$35M 202220232024 $19.8M $30.2M ▲ +52.7%
Total plan assets by year, all Lower Valley Hospital Association plans on file
Year Plans Participants Total Assets
2022 1 582 $20M
2023 1 613 $26M
2024 1 605 $30M

Nearby Other Plans in Colorado

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

Family Health West 403b Plan vs. nearby Other plans in Colorado, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 -0.500.511.5 Total assets ($B) Participants Family Health West 4…, Total assets ($B): 0.019746721 · Participants: 582Family Health West 4…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…
Family Health West 403b Plan vs. nearby Other plans in Colorado, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Family Health West 403b Plan by total assets, not by location.

Frequently Asked Questions

How did Family Health West 403b Plan assets move in 2022?
Family Health West 403b Plan pulled back noticeably - down 8.9% during 2022, from $22M to $20M. Reported net income was -$2M.
How have Lower Valley Hospital Association plan assets changed over time?
Across 3 plan years on file (2022-2024), Lower Valley Hospital Association's sponsor-wide assets grew 52.7%, from $20M to $30M.
Where does Family Health West 403b Plan rank by assets among Form 5500 filers?
Family Health West 403b Plan ranks in the 77th 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 Family Health West 403b Plan?
Among Other plans in other states, the closest by assets is Uphams Corner Health Committe, Inc. 403(b) Retirement Plan in MA ($20M, 490 participants).

Scale reading

Ways to act on Family Health West 403b Plan's numbers.