Other · DOL Form 5500 · 2022
Sun Valley Community School, Inc. Retirement Plan
Data updated 2026-08-11
- $22M
- Total assets
- 135
- Participants
- 78th
- Percentile by assets
- $159,402
- Avg per participant
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.
- 78th percentile by assets (of 139,126 plans)
- #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.
- $22M
- total plan assets (2022 EOY)
- 135
- covered participants
- 78th
- percentile by assets (of 139,126 plans)
- $159,402
- avg assets per participant
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.
Participants vs Idaho filers
In Idaho, the average filing covers about 347 participants across 760 plans. Sun Valley Community School, Inc. 403(b) Plan reports 135 participants - about 39% of that state average ($22M EOY assets).
Idaho filing particulars
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | -$4M |
| Employer EIN | 820307094 |
| Plan Effective Date | 1973-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sun Valley Community School, Inc.)
| 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
- St. Lukes Health System Matched 403b Plan $772M · 15,284
- The College of Idaho 403(b) Retirement Plan $43M · 352
- Kootenai Clinic 403(b) Plan $24M · 197
- Full Circle Health, Inc. 403(b) Plan $21M · 369
- Bonner General Hospital 403(b) Plan $19M · 454
Similar-Sized Other Plans Nationally
Other plans in other states closest to Sun Valley Community School, Inc. 403(b) Plan by total assets, not by location.
Frequently Asked Questions
How did Sun Valley Community School, Inc. 403(b) Plan assets move in 2022? ▼
How have Sun Valley Community School, Inc. plan assets changed over time? ▼
Where does Sun Valley Community School, Inc. 403(b) Plan rank by assets among Form 5500 filers? ▼
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Next read for Sun Valley Community School, Inc. 403(b)…
Filing takeaways
Ways to act on Sun Valley Community School, Inc. 403(b) Plan's numbers.
- By total assets, Sun Valley Community School, Inc. 403(b) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Idaho. Compare plans
- Sun Valley Community School, Inc.'s sponsor-wide assets have grown 31.1% since 2022 across 3 plan years on file. More Educational Services plans