Other · DOL Form 5500 · 2022
National Jewish Health Retirement Plan
Data updated 2026-08-25
- $295M
- Total assets Near avg plan size
- 2,341
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $125,921
- Avg per participant Near avg balance/head
Official DOL plan name: 403 (B) Retirement Plan · Sponsored by National Jewish Health · Colorado · Healthcare & Social Assistance
$295M in assets, 2,341 participants
National Jewish Health's 403 (B) Retirement Plan reported $295M in total assets and 2,341 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- #19,479 in Healthcare & Social Assistance (20,060 peers)
Coverage in Colorado
403 (B) Retirement Plan covers 2,341 participants in Colorado, 6.2x the typical Colorado plan (state average ~376 per filing). Assets: $295M.
- #19,479
- in Healthcare & Social Assistance (20,060 peers)
- -12.4%
- assets change YoY
- 3.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $42M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
403 (B) Retirement Plan's outsized position by total assets
403 (B) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$294,780,577 Top 3% higher than 97% 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
403 (B) Retirement Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403 (B) Retirement Plan lands in the large band (2,341 participants).
DOL schedule card
Filing strip 742044647 · National Jewish Health PY 2022 · Other
403 (B) Retirement Plan · $295M · 2,341 · 97th
- PCT $295M
- EIN 2,341
- RANK 97th
- PHOTO Other
- IND near Nas Salary Reduction Contribution Retirement Plan
- EOY ind #19479
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 →
403 (B) Retirement Plan in the asset neighbourhood
Colorado filing particulars
| Total Assets (Beginning of Year) | $337M |
|---|---|
| Net Assets (End of Year) | $295M |
| Net Income | -$42M |
| Employer EIN | 742044647 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (National Jewish Health)
Sponsor-wide plan assets over time
All National Jewish Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $356M 20.7476800617023% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,341 | $295M |
| 2023 | 1 | 2,390 | $331M |
| 2024 | 1 | 2,372 | $356M |
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
403 (B) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Colorado, the nearest Other by assets is Nas Salary Reduction Contribution Retirement Plan in DC ($296M); by covered participants it is Uma Supplemental 403(b) Plan in SC (2,343 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($295M here).
- Nas Salary Reduction Contribution Retirement Plan (DC) $296M · 913
- Electricians Annuity Plan - IBEW Local 456 (NJ) $296M · 1,442
- Roger Williams University Retirement Plan (RI) $297M · 1,769
- Jefferson Health New Jersey 403(b) Plan (PA) $297M · 3,943
Similar participant headcount
Nearest other-state filings by covered participants (2,341 participants); asset peers above are excluded.
- Uma Supplemental 403(b) Plan (SC) 2,343 · 2 off
- Saint Leo University Retirement Plan (FL) 2,332 · 9 off
- Rollins College Retirement Plan (FL) 2,352 · 11 off
- Sibley Memorial Hospital 403(b) Plan (DC) 2,353 · 12 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.