Other · DOL Form 5500 · 2022
Sun River Health, Inc. Retirement Plan
Data updated 2026-08-25
- $115M
- Total assets Near avg plan size
- 1,656
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $69,255
- Avg per participant Below avg balance/head
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.
- #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.
- #18,930
- in Healthcare & Social Assistance (20,060 peers)
- -11.5%
- assets change YoY
- 1.2×
- vs typical plan assets (national mean)
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.
Sun River Health, Inc. 403(b) Retirement Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Sun River Health, Inc. 403(b) Retirement Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sun River Health, Inc. 403(b) Retirement Plan lands in the large band (1,656 participants).
Published 5500 schedule card
Filing strip 132828349 · Sun River Health, Inc. PY 2022 · Other
Sun River Health, Inc. 403(b) Retirement Plan · $115M · 1,656 · 93rd
- RANK $115M
- PHOTO 1,656
- IND 93rd
- EOY Other
- 5500 near Gemba Group Annuity Plan
- ASSETS ind #18930
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 New York →
Sun River Health, Inc. 403(b) Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $130M |
|---|---|
| Net Assets (End of Year) | $115M |
| Net Income | -$15M |
| Employer EIN | 132828349 |
| Plan Effective Date | 1987-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sun River Health, Inc.)
Sponsor-wide plan assets over time
All Sun River Health, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $157M 36.608575670476796% vs 2022
- 2024 filing year
| 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.
- Northwell Health 403(b) Plan $8.3B · 47,348
- The Mount Sinai Medical Center 403(b) Retirement Plan $7.3B · 30,163
- University of Rochester Retirement Program $6.4B · 27,581
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $4.6B · 21,395
- Retirement Plan for Officers of Columbia University $4.4B · 14,287
Sun River Health, Inc. 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Gemba Group Annuity Plan in MD ($115M); by covered participants it is Pocono Health System Defined Contribution Plan in PA (1,656 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($115M here).
- Gemba Group Annuity Plan (MD) $115M · 969
- Kalamazoo College Defined Contribution Retirement Plan (MI) $115M · 364
- Mount Nittany Medical Center 403(b) Plan (PA) $115M · 2,294
- Noble and Greenough School Defined Contribution Ret Plan (MA) $114M · 205
Similar participant headcount
Nearest other-state filings by covered participants (1,656 participants); asset peers above are excluded.
- Pocono Health System Defined Contribution Plan (PA) 1,656 · 0 off
- The Scripps Research Institute Tax Sheltered Annuity Plan (CA) 1,664 · 8 off
- University of San Francisco Voluntary Retirement Plan (CA) 1,665 · 9 off
- Conway Medical Center 403(b) Plan (SC) 1,665 · 9 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.