Other · DOL Form 5500 · 2022

Comfort Bridge Dba Care Synergy Retirement Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
687
Participants Below avg headcount
83rd
Percentile by assets National rank
$44,599
Avg per participant Low balance/head
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Official DOL plan name: Care Synergy 403(b) Plan · Sponsored by Comfort Bridge Dba Care Synergy · Colorado · Healthcare & Social Assistance

$31M in assets, 687 participants

Comfort Bridge Dba Care Synergy's Care Synergy 403(b) Plan reported $31M in total assets and 687 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #17,198 in Healthcare & Social Assistance (20,060 peers)

Where Care Synergy 403(b) Plan sits by assets

Care Synergy 403(b) Plan sits in the top quartile of all filed plans by assets, $31M for 687 participants (~$44,599/participant), down 22.2% in 2022.

#17,198
in Healthcare & Social Assistance (20,060 peers)
-22.2%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Care Synergy 403(b) Plan's outsized position by total assets

Care Synergy 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$30,639,801 Top 17% higher than 83% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Care Synergy 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. Care Synergy 403(b) Plan sits mid-pack in the medium band (687 participants).

DOL schedule card

Filing strip 471820366 · Comfort Bridge Dba Care Synergy PY 2022 · Other

Care Synergy 403(b) Plan · $31M · 687 · 83rd

  • 5500 $31M
  • ASSETS 687
  • PCT 83rd
  • EIN Other
  • RANK near Windels Marx Lane & Mittendorf, LLP Retirement Plan and Trust
  • PHOTO ind #17198

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 →

Care Synergy 403(b) Plan in the asset neighbourhood

Care Synergy 403(b) Plan$31MWindels Marx Lane & Mittendorf, LLP Retirement Plan and TrustWindels Marx Lane & Mittendo…$31MTiaa-Cref Tax Deferred Annuity for All Employees OTiaa-Cref Tax Deferred Annui…$31MWestern Wisconsin Health 403(b) PlanWestern Wisconsin Health 403…$31MKansas State University Foundation Defined Contribution Retirement PlanKansas State University Foun…$31M
End-of-year total assets ($M) among Care Synergy 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$31M
Net Income-$9M
Employer EIN471820366
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Comfort Bridge Dba Care Synergy)

Sponsor-wide plan assets over time

All Comfort Bridge Dba Care Synergy plans reported in each filing year

Latest sponsor-wide plan assets
$35M 14.22320921731835% vs 2022
2024 filing year
$30M$32M$34M$36M 202220232024 $30.6M $35M ▲ +14.2%
Year Plans Participants Total Assets
2022 1 687 $31M
2023 1 604 $32M
2024 1 639 $35M

Nearby Other Plans in Colorado

Peer Other plans, same state, same plan type, ranked by total assets.

Care Synergy 403(b) Plan vs. nearby Other plans in Colorado, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 -0.500.511.5 Total assets ($B) Participants Care Synergy 403(b) Plan, Total assets ($B): 0.030639801 · Participants: 687Care Synergy 403(b) PlanUcar Retirement Plan, Total assets ($B): 1.016981364 · Participants: 1300Ucar Retirement PlanChildren's Hospital Colorado 403(b) Plan, Total assets ($B): 0.747591604 · Participants: 7995Children's Hospital Colorado 403(b) PlanUniversity of Denver Retirement Plan, Total assets ($B): 0.7437272 · Participants: 2470University of Denver Retirement PlanNrel 403(b) Employee Savings Plan, Total assets ($B): 0.422176184 · Participants: 2577Nrel 403(b) Employee Savings PlanColorado College Retirement Benefit Plan, Total assets ($B): 0.318847964 · Participants: 785Colorado College Retirement Benefit Plan
Care Synergy 403(b) Plan vs. nearby Other plans in Colorado, assets vs. participants

Care Synergy 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Colorado, the nearest Other by assets is Windels Marx Lane & Mittendorf, LLP Retirement Plan and Trust in NY ($31M); by covered participants it is St. Rose Hospital 403(b) Savings Plan in CA (687 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (687 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.

Frequently Asked Questions

How did Care Synergy 403(b) Plan assets move in 2022?
Care Synergy 403(b) Plan declined sharply - down 22.2% during 2022, from $39M to $31M. Reported net income was -$9M.
How have Comfort Bridge Dba Care Synergy plan assets changed over time?
Across 3 plan years on file (2022-2024), Comfort Bridge Dba Care Synergy's sponsor-wide assets grew 14.2%, from $31M to $35M.
Where does Care Synergy 403(b) Plan rank by assets among Form 5500 filers?
Care Synergy 403(b) Plan ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Care Synergy 403(b) Plan?
Among Other plans in other states, the closest by assets is Windels Marx Lane & Mittendorf, LLP Retirement Plan and Trust in NY ($31M, 196 participants).
Which Other plans cover a similar participant headcount to Care Synergy 403(b) Plan?
Among Other plans in other states, the closest by covered participants is St. Rose Hospital 403(b) Savings Plan in CA (687 participants, $47M in assets).