Other · DOL Form 5500 · 2022

Utah Navajo Health System, Inc. Retirement Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
426
Participants Below avg headcount
77th
Percentile by assets National rank
$45,169
Avg per participant Low balance/head
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Official DOL plan name: Utah Navajo Health System, Inc. 403(b) Plan · Sponsored by Utah Navajo Health System, Inc. · Utah · Healthcare & Social Assistance

$19M in assets, 426 participants

Utah Navajo Health System, Inc.'s Utah Navajo Health System, Inc. 403(b) Plan reported $19M in total assets and 426 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #16,126 in Healthcare & Social Assistance (20,060 peers)

Where Utah Navajo Health System, Inc. 403(b) Plan sits by assets

Utah Navajo Health System, Inc. 403(b) Plan sits in the top quartile of all filed plans by assets, $19M for 426 participants (~$45,169/participant), down 7.7% in 2022.

#16,126
in Healthcare & Social Assistance (20,060 peers)
-7.7%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Utah Navajo Health System, Inc. 403(b) Plan's outsized position by total assets

Utah Navajo Health System, Inc. 403(b) Plan vs every filed plan by assets

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

$19,242,168 Top 23% higher than 77% 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

Utah Navajo Health System, Inc. 403(b) 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. Utah Navajo Health System, Inc. 403(b) Plan sits mid-pack in the medium band (426 participants).

Plan-year Form 5500 strip

Filing strip 870560763 · Utah Navajo Health System, Inc. PY 2022 · Other

Utah Navajo Health System, Inc. 403(b) Plan · $19M · 426 · 77th

  • EIN $19M
  • EIN 426
  • EIN 77th
  • EIN Other
  • EIN near Shield Healthcare Centers, Inc. Employee 401 (K) Savings Plan
  • EIN ind #16126

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 Utah →

Utah Navajo Health System, Inc. 403(b) Plan in the asset neighbourhood

National Conference of Bar Examiners 403(b) PlanNational Conference of Bar E…$19MUtah Navajo Health System, Inc. 403(b) PlanUtah Navajo Health System, I…$19MShield Healthcare Centers, Inc. Employee 401 (K) Savings PlanShield Healthcare Centers, I…$19MThe Family Institute 403(b) Retirement PlanThe Family Institute 403(b) …$19MThe Harbor Day School Defined Contribution Retirement PlanThe Harbor Day School Define…$19M
End-of-year total assets ($M) among Utah Navajo Health System, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$19M
Net Income-$2M
Employer EIN870560763
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Utah Navajo Health System, Inc.)

Sponsor-wide plan assets over time

All Utah Navajo Health System, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 52.32856817381493% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $19.2M $29.3M ▲ +52.3%
Year Plans Participants Total Assets
2022 1 426 $19M
2023 1 456 $24M
2024 1 498 $29M

Nearby Other Plans in Utah

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

Utah Navajo Health System, Inc. 403(b) Plan vs. nearby Other plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 0100200300 Total assets ($M) Participants Utah Navajo Health System, Inc. 403(b) Plan, Total assets ($M): 19.242168 · Participants: 426Utah Navajo Health System, Inc. 403(b) PlanIntermountain Healthcare Tax Deferred Savings 403(b) Plan, Total assets ($M): 262.396 · Participants: 38547Intermountain Healthcare Tax Deferred Savings 403(b) PlanBrigham Young University Tax-Deferred Annuity Plan, Total assets ($M): 182.484855 · Participants: 6755Brigham Young University Tax-Deferred Annuity PlanIntermountain Ironworkers' Tax Deferral Plan, Total assets ($M): 88.172529 · Participants: 1774Intermountain Ironworkers' Tax Deferral PlanWestminster College Defined Contribution Retirement Plan, Total assets ($M): 79.368833 · Participants: 349Westminster College Defined Contribution Retirement PlanChildren's Miracle Network 403(b) Plan, Total assets ($M): 36.16094 · Participants: 200Children's Miracle Network 403(b) Plan
Utah Navajo Health System, Inc. 403(b) Plan vs. nearby Other plans in Utah, assets vs. participants

Utah Navajo Health System, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Utah, the nearest Other by assets is Shield Healthcare Centers, Inc. Employee 401 (K) Savings Plan in CA ($19M); by covered participants it is By the Bay Health 403(b) Plan in CA (426 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (426 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 Utah Navajo Health System, Inc. 403(b) Plan assets move in 2022? ▼
Utah Navajo Health System, Inc. 403(b) Plan pulled back noticeably - down 7.7% during 2022, from $21M to $19M. Reported net income was -$2M.
How have Utah Navajo Health System, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Utah Navajo Health System, Inc.'s sponsor-wide assets grew 52.3%, from $19M to $29M.
Where does Utah Navajo Health System, Inc. 403(b) Plan rank by assets among Form 5500 filers? ▼
Utah Navajo Health System, Inc. 403(b) Plan ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Utah Navajo Health System, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Shield Healthcare Centers, Inc. Employee 401 (K) Savings Plan in CA ($19M, 333 participants).
Which Other plans cover a similar participant headcount to Utah Navajo Health System, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is By the Bay Health 403(b) Plan in CA (426 participants, $26M in assets).