Other · DOL Form 5500 · 2022

Sun River Health, Inc. Retirement Plan

Data updated 2026-08-11

$115M
Total assets
1,656
Participants
93rd
Percentile by assets
$69,255
Avg per participant
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Official DOL plan name: Sun River Health, Inc. 403(b) Retirement Plan · Sponsored by Sun River Health, Inc. · New York · Healthcare & Social Assistance

$115M in assets, 1,656 participants

Sun River Health, Inc.'s Sun River Health, Inc. 403(b) Retirement Plan reported $115M in total assets and 1,656 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 139,126 plans)
  • #18,930 in Healthcare & Social Assistance (20,060 peers)

Coverage in New York

Sun River Health, Inc. 403(b) Retirement Plan covers 1,656 participants in New York, 2.1x the typical New York plan (state average ~798 per filing). Assets: $115M.

$115M
total plan assets (2022 EOY)
1,656
covered participants
93rd
percentile by assets (of 139,126 plans)
$69,255
avg assets per participant

The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Sun River Health, Inc. 403(b) Retirement Plan sits by total assets

Sun River Health, Inc. 403(b) Retirement Plan vs every filed plan by assets

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

$114,686,333 Top 7% higher than 93% of 139,123 filed plans

This plan $0 $2,010,000,000 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

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Sun River Health, Inc. 403(b) Retirement Plan reports 1,656 participants - 2.1x that state average ($115M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$130M
Net Assets (End of Year)$115M
Net Income-$15M
Employer EIN132828349
Plan Effective Date1987-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sun River Health, Inc.)

$100M$120M$140M$160M$180M 202220232024 $115M $157M ▲ +36.6%
Total plan assets by year, all Sun River Health, Inc. plans on file
Year Plans Participants Total Assets
2022 1 1,656 $115M
2023 1 1,885 $137M
2024 1 1,838 $157M

Nearby Other Plans in New York

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

Sun River Health, Inc. 403(b) Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Sun River Health, In…, Total assets ($B): 0.114686333 · Participants: 1656Sun River Health, In…Northwell Health 403…, Total assets ($B): 8.317028702 · Participants: 47348Northwell Health 403…The Mount Sinai Medi…, Total assets ($B): 7.314949825 · Participants: 30163The Mount Sinai Medi…University of Roches…, Total assets ($B): 6.362782969 · Participants: 27581University of Roches…Memorial Sloan Kette…, Total assets ($B): 4.621727567 · Participants: 21395Memorial Sloan Kette…Retirement Plan for …, Total assets ($B): 4.351843545 · Participants: 14287Retirement Plan for …
Sun River Health, Inc. 403(b) Retirement Plan vs. nearby Other plans in New York, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Sun River Health, Inc. 403(b) Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Sun River Health, Inc. 403(b) Retirement Plan assets move in 2022?
Sun River Health, Inc. 403(b) Retirement Plan pulled back noticeably - down 11.5% during 2022, from $130M to $115M. Reported net income was -$15M.
How have Sun River Health, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Sun River Health, Inc.'s sponsor-wide assets grew 36.6%, from $115M to $157M.
Where does Sun River Health, Inc. 403(b) Retirement Plan rank by assets among Form 5500 filers?
Sun River Health, Inc. 403(b) Retirement Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Sun River Health, Inc. 403(b) Retirement Plan?
Among Other plans in other states, the closest by assets is Gemba Group Annuity Plan in MD ($115M, 969 participants).

Next read for Sun River Health, Inc. 403(b) Retirement…

Filing takeaways

Ways to act on Sun River Health, Inc. 403(b) Retirement Plan's numbers.