Other · DOL Form 5500 · 2022
San Luis Valley Health Retirement Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 755
- Participants Near avg headcount
- 82nd
- Percentile by assets National rank
- $36,822
- Avg per participant Low balance/head
Official DOL plan name: San Luis Valley Health 403(b) Plan · Sponsored by San Luis Valley Health · Colorado · Healthcare & Social Assistance
$28M in assets, 755 participants
San Luis Valley Health's San Luis Valley Health 403(b) Plan reported $28M in total assets and 755 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.
- #16,973 in Healthcare & Social Assistance (20,060 peers)
Coverage in Colorado
San Luis Valley Health 403(b) Plan covers 755 participants in Colorado, 2.0x the typical Colorado plan (state average ~376 per filing). Assets: $28M.
- #16,973
- in Healthcare & Social Assistance (20,060 peers)
- -16.0%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
San Luis Valley Health 403(b) Plan's outsized position by total assets
San Luis Valley Health 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$27,800,866 Top 18% higher than 82% 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 403(b) 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 403(b) Plan sits mid-pack in the medium band (755 participants).
Form 5500 schedule snapshot
Filing strip 840255530 · San Luis Valley Health PY 2022 · Other
San Luis Valley Health 403(b) Plan · $28M · 755 · 82nd
- RANK $28M
- PHOTO 755
- IND 82nd
- EOY Other
- 5500 near Mary Bird Perkins Cancer Center 403(b) Plan
- ASSETS ind #16973
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 403(b) Plan in the asset neighbourhood
Colorado filing particulars
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | -$5M |
| Employer EIN | 840255530 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (San Luis Valley Health)
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 |
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
San Luis Valley Health 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Colorado, the nearest Other by assets is Mary Bird Perkins Cancer Center 403(b) Plan in LA ($28M); by covered participants it is Laborers District Council Defined Contribution Retirement Plan in MD (755 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
Similar participant headcount
Nearest other-state filings by covered participants (755 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.