Money Purchase · DOL Form 5500 · 2022
San Luis Valley Health Money Purchase Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 574
- Participants Below avg headcount
- 71st
- Percentile by assets National rank
- $24,572
- Avg per participant Low balance/head
Official DOL plan name: San Luis Valley Health Money Purchase Plan · Sponsored by San Luis Valley Health · Colorado · Healthcare & Social Assistance
$14M in assets, 574 participants
San Luis Valley Health's San Luis Valley Health Money Purchase Plan reported $14M in total assets and 574 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.
- #15,266 in Healthcare & Social Assistance (20,060 peers)
San Luis Valley Health multi-year trail
San Luis Valley Health's plans moved +31.3% in assets from 2022 to 2024; this filing shows San Luis Valley Health Money Purchase Plan at $14M / 574 participants.
- #15,266
- in Healthcare & Social Assistance (20,060 peers)
- -14.9%
- assets change YoY
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.
San Luis Valley Health Money Purchase Plan's outsized position by total assets
San Luis Valley Health Money Purchase Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$14,104,486 Top 29% higher than 71% 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
San Luis Valley Health Money Purchase 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. San Luis Valley Health Money Purchase Plan sits mid-pack in the medium band (574 participants).
Published 5500 schedule card
Filing strip 840255530 · San Luis Valley Health PY 2022 · Money Purchase
San Luis Valley Health Money Purchase Plan · $14M · 574 · 71st
- VS-ST $14M
- BOY 574
- SCH 71st
- EBSA Money Purchase
- PART near The Institute for Supply Management Tiaa-Cref Retirement Plan No. 1
- TYPE ind #15266
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 →
San Luis Valley Health Money Purchase Plan in the asset neighbourhood
San Luis Valley Health multi-year asset trail
Sponsor-wide plan assets over time
All San Luis Valley Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $55M 31.34780254321691% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,329 | $42M |
| 2023 | 2 | 1,310 | $48M |
| 2024 | 2 | 1,327 | $55M |
San Luis Valley Health filing trail (2022)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$2M |
| Employer EIN | 840255530 |
| Plan Effective Date | 1976-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Colorado
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Valley View Hospital Money Purchase Plan $46M · 1,198
- Critical Care & Pulmonary Consultants, PC, Money Purchase Pension Plan $18M · 90
- American Medical Response Hawaii Money Purchase Pension Plan $17M · 38
- Colorado Symphony Orchestra Money Purchase Pension Plan $12M · 80
- Cordillera and Affiliated Companies Money Purchase Pension Plan $10M · 78
San Luis Valley Health Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount
Outside Colorado, the nearest Money Purchase by assets is The Institute for Supply Management Tiaa-Cref Retirement Plan No. 1 in AZ ($14M); by covered participants it is Northwestern Medical Center, Inc. Money Purchase Pension Plan in VT (575 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (574 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.