Other · DOL Form 5500 · 2022

Trinidad Area Health Association Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
242
Participants Below avg headcount
56th
Percentile by assets National rank
$26,667
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mt. San Rafael Hospital Retirement Plan · Sponsored by Trinidad Area Health Association · Colorado · Healthcare & Social Assistance

$6M in assets, 242 participants

Trinidad Area Health Association's Mt. San Rafael Hospital Retirement Plan reported $6M in total assets and 242 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #12,387 in Healthcare & Social Assistance (20,060 peers)

Trinidad Area Health Association multi-year trail

Trinidad Area Health Association's plans moved +41.9% in assets from 2022 to 2024; this filing shows Mt. San Rafael Hospital Retirement Plan at $6M / 242 participants.

#12,387
in Healthcare & Social Assistance (20,060 peers)
-10.3%
assets change YoY

The plan reported a net loss of $737K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mt. San Rafael Hospital Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Mt. San Rafael Hospital Retirement Plan vs every filed plan by assets

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

$6,453,357 Top 44% higher than 56% 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

Mt. San Rafael Hospital Retirement 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. Mt. San Rafael Hospital Retirement Plan sits mid-pack in the medium band (242 participants).

Form 5500 schedule snapshot

Filing strip 840586742 · Trinidad Area Health Association PY 2022 · Other

Mt. San Rafael Hospital Retirement Plan · $6M · 242 · 56th

  • IND $6M
  • IND 242
  • IND 56th
  • IND Other
  • IND near 403(b) Thrift Plan of Lincoln Behavioral Services
  • IND ind #12387

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 Colorado →

Mt. San Rafael Hospital Retirement Plan in the asset neighbourhood

Tax Deferred Annuity Plan of Riseboro Community Partnership, Inc.Tax Deferred Annuity Plan of…$6MMt. San Rafael Hospital Retirement PlanMt. San Rafael Hospital Reti…$6M403(b) Thrift Plan of Lincoln Behavioral Services403(b) Thrift Plan of Lincol…$6MMount Prospect Academy, Inc. 403(b) PlanMount Prospect Academy, Inc.…$6MArea Storage & Transfer Inc. Prevailing Wage PlanArea Storage & Transfer Inc.…$6M
End-of-year total assets ($M) among Mt. San Rafael Hospital Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Trinidad Area Health Association multi-year asset trail

Sponsor-wide plan assets over time

All Trinidad Area Health Association plans reported in each filing year

Latest sponsor-wide plan assets
$12M 41.89241319888503% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.57M $12.2M ▲ +41.9%
Year Plans Participants Total Assets
2022 2 453 $9M
2023 2 478 $10M
2024 2 458 $12M

Trinidad Area Health Association filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$737K
Employer EIN840586742
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Colorado

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

Mt. San Rafael Hospital Retirement Plan vs. nearby Other plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.5 Total assets ($B) Participants Mt. San Rafael Hospital Retirement Plan, Total assets ($B): 0.006453357 · Participants: 242Mt. San Rafael Hospital Retirement PlanUcar Retirement Plan, Total assets ($B): 1.016981364 · Participants: 1300Ucar Retirement PlanChildren's Hospital Colorado 403(b) Plan, Total assets ($B): 0.747591604 · Participants: 7995Children's Hospital Colorado 403(b) PlanUniversity of Denver Retirement Plan, Total assets ($B): 0.7437272 · Participants: 2470University of Denver Retirement PlanNrel 403(b) Employee Savings Plan, Total assets ($B): 0.422176184 · Participants: 2577Nrel 403(b) Employee Savings PlanColorado College Retirement Benefit Plan, Total assets ($B): 0.318847964 · Participants: 785Colorado College Retirement Benefit Plan
Mt. San Rafael Hospital Retirement Plan vs. nearby Other plans in Colorado, assets vs. participants
Compare Mt. San Rafael Hospital Retirement Plan side-by-side with 3 peers →

Mt. San Rafael Hospital Retirement Plan's out-of-state Other peers by assets and headcount

Outside Colorado, the nearest Other by assets is 403(b) Thrift Plan of Lincoln Behavioral Services in MI ($6M); by covered participants it is The Leffell School Retirement Plan in NY (242 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (242 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 Mt. San Rafael Hospital Retirement Plan assets move in 2022? ▼
Mt. San Rafael Hospital Retirement Plan pulled back noticeably - down 10.3% during 2022, from $7M to $6M. Reported net income was -$737K.
How have Trinidad Area Health Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trinidad Area Health Association's sponsor-wide assets grew 41.9%, from $9M to $12M.
Which Other plans are similar in size to Mt. San Rafael Hospital Retirement Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of Lincoln Behavioral Services in MI ($6M, 162 participants).
Which Other plans cover a similar participant headcount to Mt. San Rafael Hospital Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is The Leffell School Retirement Plan in NY (242 participants, $34M 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 840586742.

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.