Other · DOL Form 5500 · 2022

Sun Valley Community School, Inc. Retirement Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
135
Participants Small participant base
78th
Percentile by assets National rank
$159,402
Avg per participant Above avg balance/head
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Official DOL plan name: Sun Valley Community School, Inc. 403(b) Plan · Sponsored by Sun Valley Community School, Inc. · Idaho · Educational Services

$22M in assets, 135 participants

Sun Valley Community School, Inc.'s Sun Valley Community School, Inc. 403(b) Plan reported $22M in total assets and 135 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #2,526 in Educational Services (4,024 peers)

Coverage in Idaho

Sun Valley Community School, Inc. 403(b) Plan covers 135 participants in Idaho, about 39% of the average Idaho filer (state average ~347 per filing). Assets: $22M.

#2,526
in Educational Services (4,024 peers)
-14.2%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sun Valley Community School, Inc. 403(b) Plan's outsized position by total assets

Sun Valley Community School, Inc. 403(b) Plan vs every filed plan by assets

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

$21,519,295 Top 22% higher than 78% 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

Sun Valley Community School, Inc. 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. Sun Valley Community School, Inc. 403(b) Plan sits mid-pack in the medium band (135 participants).

DOL schedule card

Filing strip 820307094 · Sun Valley Community School, Inc. PY 2022 · Other

Sun Valley Community School, Inc. 403(b) Plan · $22M · 135 · 78th

  • BOOK $22M
  • BOOK 135
  • BOOK 78th
  • BOOK Other
  • BOOK near Rocky Mountain Human Services Retirement Plan
  • BOOK ind #2526

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 Idaho →

Sun Valley Community School, Inc. 403(b) Plan in the asset neighbourhood

Sun Valley Community School, Inc. 403(b) PlanSun Valley Community School,…$22MRocky Mountain Human Services Retirement PlanRocky Mountain Human Service…$22MNew England Life Care, Inc. 403(b) Retirement PlanNew England Life Care, Inc. …$22MBraille Institute of America Inc Tax Sheltered 403(b) Savings PlanBraille Institute of America…$22MPortledge School Retirement Plan RaPortledge School Retirement …$22M
End-of-year total assets ($M) among Sun Valley Community School, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Idaho filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$22M
Net Income-$4M
Employer EIN820307094
Plan Effective Date1973-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sun Valley Community School, Inc.)

Sponsor-wide plan assets over time

All Sun Valley Community School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 31.116632770729712% vs 2022
2024 filing year
$20M$25M$30M 202220232024 $21.5M $28.2M ▲ +31.1%
Year Plans Participants Total Assets
2022 1 135 $22M
2023 1 133 $25M
2024 1 143 $28M

Nearby Other Plans in Idaho

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

Sun Valley Community School, Inc. 403(b) Plan vs. nearby Other plans in Idaho, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -20002004006008001000 Total assets ($M) Participants Sun Valley Community School, Inc. 403(b) Plan, Total assets ($M): 21.519295 · Participants: 135Sun Valley Community School, Inc. 403(b) PlanSt. Lukes Health System Matched 403b Plan, Total assets ($M): 771.593986 · Participants: 15284St. Lukes Health System Matched 403b PlanThe College of Idaho 403(b) Retirement Plan, Total assets ($M): 42.619579 · Participants: 352The College of Idaho 403(b) Retirement PlanKootenai Clinic 403(b) Plan, Total assets ($M): 24.27215 · Participants: 197Kootenai Clinic 403(b) PlanFull Circle Health, Inc. 403(b) Plan, Total assets ($M): 21.289243 · Participants: 369Full Circle Health, Inc. 403(b) PlanBonner General Hospital 403(b) Plan, Total assets ($M): 19.426217 · Participants: 454Bonner General Hospital 403(b) Plan
Sun Valley Community School, Inc. 403(b) Plan vs. nearby Other plans in Idaho, assets vs. participants
Compare Sun Valley Community School, Inc. 403(b) Plan side-by-side with 3 peers →

Sun Valley Community School, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Idaho, the nearest Other by assets is Rocky Mountain Human Services Retirement Plan in CO ($22M); by covered participants it is The Fay School Defined Contribution Retirement Plan in MA (135 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (135 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 Sun Valley Community School, Inc. 403(b) Plan assets move in 2022? ▼
Sun Valley Community School, Inc. 403(b) Plan pulled back noticeably - down 14.2% during 2022, from $25M to $22M. Reported net income was -$4M.
How have Sun Valley Community School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sun Valley Community School, Inc.'s sponsor-wide assets grew 31.1%, from $22M to $28M.
Where does Sun Valley Community School, Inc. 403(b) Plan rank by assets among Form 5500 filers? ▼
Sun Valley Community School, Inc. 403(b) Plan ranks in the 78th 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 Sun Valley Community School, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Rocky Mountain Human Services Retirement Plan in CO ($22M, 524 participants).
Which Other plans cover a similar participant headcount to Sun Valley Community School, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is The Fay School Defined Contribution Retirement Plan in MA (135 participants, $30M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 820307094.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.