Other · DOL Form 5500 · 2022
Lower Valley Hospital Association Retirement Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 582
- Participants Below avg headcount
- 77th
- Percentile by assets National rank
- $33,929
- Avg per participant Low balance/head
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.
- #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.
- #16,195
- in Healthcare & Social Assistance (20,060 peers)
- -8.9%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
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.
Family Health West 403b Plan's outsized position 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
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 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. Family Health West 403b Plan sits mid-pack in the medium band (582 participants).
Published 5500 schedule card
Filing strip 840447998 · Lower Valley Hospital Association PY 2022 · Other
Family Health West 403b Plan · $20M · 582 · 77th
- SCH $20M
- EBSA 582
- PART 77th
- TYPE Other
- NET near Uphams Corner Health Committe, Inc. 403(b) Retirement Plan
- BOOK ind #16195
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 →
Family Health West 403b Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | -$2M |
| Employer EIN | 840447998 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lower Valley Hospital Association)
Sponsor-wide plan assets over time
All Lower Valley Hospital Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 52.715081151954294% vs 2022
- 2024 filing year
| 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.
- 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
Family Health West 403b Plan's out-of-state Other peers by assets and headcount
Outside Colorado, the nearest Other by assets is Uphams Corner Health Committe, Inc. 403(b) Retirement Plan in MA ($20M); by covered participants it is National Bureau of Economic Research Money Purchase Pension Plan in MA (582 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
- Uphams Corner Health Committe, Inc. 403(b) Retirement Plan (MA) $20M · 490
- Pana Community Hospital Employees' Tax Deferred Annuity Plan (IL) $20M · 241
- Louisville Collegiate School Defined Contribution 1 2 (KY) $20M · 198
- Moorestown Visiting Nurse Association Contributory Tax Shelter Annuity Plan (NJ) $20M · 168
Similar participant headcount
Nearest other-state filings by covered participants (582 participants); asset peers above are excluded.
- National Bureau of Economic Research Money Purchase Pension Plan (MA) 582 · 0 off
- Chemung-Schuyler Chapter of Nysarc, Inc. 403(b) DC Plan (NY) 583 · 1 off
- Chc Retirement Savings Plan (WA) 580 · 2 off
- Seattle Symphony Savings Plan (WA) 584 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.