Other · DOL Form 5500 · 2022

Navajo Health Foundation Dba Sage Memorial Hospital Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
235
Participants Below avg headcount
34th
Percentile by assets National rank
$8,606
Avg per participant Low balance/head
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Official DOL plan name: Sage Memorial Hospital Tax Sheltered Annuity · Sponsored by Navajo Health Foundation Dba Sage Memorial Hospital · Arizona · Healthcare & Social Assistance

$2M in assets, 235 participants

Navajo Health Foundation Dba Sage Memorial Hospital's Sage Memorial Hospital Tax Sheltered Annuity reported $2M in total assets and 235 participants in its 2022 DOL Form 5500 filing, ranking in the 34th 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.

  • #7,031 in Healthcare & Social Assistance (20,060 peers)

Coverage in Arizona

Sage Memorial Hospital Tax Sheltered Annuity covers 235 participants in Arizona, about 42% of the average Arizona filer (state average ~564 per filing). Assets: $2M.

#7,031
in Healthcare & Social Assistance (20,060 peers)
-8.4%
assets change YoY

The plan reported a net loss of $186K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sage Memorial Hospital Tax Sheltered Annuity's mid-pack asset rank among Healthcare & Social Assistance and all filers

Sage Memorial Hospital Tax Sheltered Annuity vs every filed plan by assets

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

$2,022,419 34th percentile higher than 34% 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

Sage Memorial Hospital Tax Sheltered Annuity 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. Sage Memorial Hospital Tax Sheltered Annuity sits mid-pack in the medium band (235 participants).

Plan-year Form 5500 strip

Filing strip 237314364 · Navajo Health Foundation Dba Sage Memorial Hospital PY 2022 · Other

Sage Memorial Hospital Tax Sheltered Annuity · $2M · 235 · 34th

  • TYPE $2M
  • TYPE 235
  • TYPE 34th
  • TYPE Other
  • TYPE near Peabody Retirement Community Retirement Savings Plan
  • TYPE ind #7031

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 Arizona →

Sage Memorial Hospital Tax Sheltered Annuity in the asset neighbourhood

Meals on Wheels San Francisco 403(b) Retirement PlanMeals on Wheels San Francisc…$2MSage Memorial Hospital Tax Sheltered AnnuitySage Memorial Hospital Tax S…$2MPeabody Retirement Community Retirement Savings PlanPeabody Retirement Community…$2MCommunity Support Services of Missouri 403(b) PlanCommunity Support Services o…$2M403(b) Thrift Plan for Employees of Hoffman Homes, Inc.403(b) Thrift Plan for Emplo…$2M
End-of-year total assets ($M) among Sage Memorial Hospital Tax Sheltered Annuity and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Arizona filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$186K
Employer EIN237314364
Plan Effective Date1974-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Navajo Health Foundation Dba Sage Memorial Hospital)

Sponsor-wide plan assets over time

All Navajo Health Foundation Dba Sage Memorial Hospital plans reported in each filing year

Latest sponsor-wide plan assets
$4M 21.32713737814123% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.56M $4.31M ▲ +21.1%
Year Plans Participants Total Assets
2022 2 470 $4M
2023 2 472 $4M
2024 2 510 $4M

Nearby Other Plans in Arizona

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

Sage Memorial Hospital Tax Sheltered Annuity vs. nearby Other plans in Arizona, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Sage Memorial Hospital Tax Sheltered Annuity, Total assets ($M): 2.022419 · Participants: 235Sage Memorial Hospital Tax Sheltered AnnuityHonorhealth 403(b) Retirement Security Plan, Total assets ($M): 872.849758 · Participants: 12089Honorhealth 403(b) Retirement Security PlanOperating Engineers Local 428 Annuity Trust Fund, Total assets ($M): 256.355567 · Participants: 7538Operating Engineers Local 428 Annuity Trust FundBanner Health Employees 403(b) Plan, Total assets ($M): 145.966125 · Participants: 10133Banner Health Employees 403(b) PlanEl Rio Santa Cruz Neighborhood Health Center, Inc. Retirement Plan, Total assets ($M): 120.093399 · Participants: 1633El Rio Santa Cruz Neighborhood Health Center, Inc. Retirement PlanKingman Regional Medical Center Employee Retirement Plan, Total assets ($M): 91.232835 · Participants: 1954Kingman Regional Medical Center Employee Retirement Plan
Sage Memorial Hospital Tax Sheltered Annuity vs. nearby Other plans in Arizona, assets vs. participants
Compare Sage Memorial Hospital Tax Sheltered Annuity side-by-side with 3 peers →

Sage Memorial Hospital Tax Sheltered Annuity's out-of-state Other peers by assets and headcount

Outside Arizona, the nearest Other by assets is Peabody Retirement Community Retirement Savings Plan in IN ($2M); by covered participants it is Boston Ballet 403(b) Retirement Plan in MA (235 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (235 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 Sage Memorial Hospital Tax Sheltered Annuity assets move in 2022? ▼
Sage Memorial Hospital Tax Sheltered Annuity pulled back noticeably - down 8.4% during 2022, from $2M to $2M. Reported net income was -$186K.
How have Navajo Health Foundation Dba Sage Memorial Hospital plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Navajo Health Foundation Dba Sage Memorial Hospital's sponsor-wide assets grew 21.3%, from $4M to $4M.
Which Other plans are similar in size to Sage Memorial Hospital Tax Sheltered Annuity? ▼
Among Other plans in other states, the closest by assets is Peabody Retirement Community Retirement Savings Plan in IN ($2M, 289 participants).
Which Other plans cover a similar participant headcount to Sage Memorial Hospital Tax Sheltered Annuity? ▼
Among Other plans in other states, the closest by covered participants is Boston Ballet 403(b) Retirement Plan in MA (235 participants, $12M 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 237314364.

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.