Other · DOL Form 5500 · 2022
Colorado Academy Retirement Plan
Data updated 2026-08-25
- $56M
- Total assets Below avg plan size
- 251
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $223,229
- Avg per participant Above avg balance/head
Official DOL plan name: Colorado Academy Defined Contribution Retirement Plan · Sponsored by Colorado Academy · Colorado · Educational Services
$56M in assets, 251 participants
Colorado Academy's Colorado Academy Defined Contribution Retirement Plan reported $56M in total assets and 251 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.
- #3,198 in Educational Services (4,024 peers)
Where Colorado Academy Defined Contribution Retirement Plan sits by assets
Colorado Academy Defined Contribution Retirement Plan sits in the top quartile of all filed plans by assets, $56M for 251 participants (~$223,229/participant), down 12.5% in 2022.
- #3,198
- in Educational Services (4,024 peers)
- -12.5%
- assets change YoY
- 0.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Colorado Academy Defined Contribution Retirement Plan's outsized position by total assets
Colorado Academy Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$56,030,558 Top 11% higher than 89% 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
Colorado Academy Defined Contribution Retirement 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. Colorado Academy Defined Contribution Retirement Plan sits mid-pack in the medium band (251 participants).
Published 5500 schedule card
Filing strip 840421874 · Colorado Academy PY 2022 · Other
Colorado Academy Defined Contribution Retirement Plan · $56M · 251 · 89th
- VS-ST $56M
- BOY 251
- SCH 89th
- EBSA Other
- PART near Golden Gate Regional Center 403(b) Plan
- TYPE ind #3198
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 →
Colorado Academy Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $64M |
|---|---|
| Net Assets (End of Year) | $56M |
| Net Income | -$8M |
| Employer EIN | 840421874 |
| Plan Effective Date | 1959-01-08 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Colorado Academy)
Sponsor-wide plan assets over time
All Colorado Academy plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 251 | $56M |
| 2023 | 1 | 265 | N/A |
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
Colorado Academy Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Colorado, the nearest Other by assets is Golden Gate Regional Center 403(b) Plan in CA ($56M); by covered participants it is Asbury University DC Retirment Plan in KY (251 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($56M here).
- Golden Gate Regional Center 403(b) Plan (CA) $56M · 232
- Lincoln Memorial University Defined Contribution Retirement Plan (TN) $56M · 868
- Sandhills 401(k) Plan (NE) $56M · 804
- Montefiore Nyack Hospital 403(b) Plan (NY) $56M · 780
Similar participant headcount
Nearest other-state filings by covered participants (251 participants); asset peers above are excluded.
- Asbury University DC Retirment Plan (KY) 251 · 0 off
- Active Retirement Community D/B/a Jefferson's Ferry 403(b) Tax Deferred Investment Savings Plan (NY) 251 · 0 off
- Northcoast Children's Services, Inc. Retirement Plan (CA) 251 · 0 off
- Friendship Village of Dublin Matched Fund Retirement Plan (OH) 251 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.