Other · DOL Form 5500 · 2022
West River Health Service Foundation and Subsidiaries Retirement Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 301
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $80,863
- Avg per participant Below avg balance/head
Official DOL plan name: West River Health Service Foundation and Subsidiaries Tax Deferred Annuity Plan · Sponsored by West River Health Service Foundation and Subsidiaries · North Dakota · Healthcare & Social Assistance
$24M in assets, 301 participants
West River Health Service Foundation and Subsidiaries's West River Health Service Foundation and Subsidiaries Tax Deferred Annuity Plan reported $24M in total assets and 301 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.
- #16,673 in Healthcare & Social Assistance (20,060 peers)
Where West River Health Service Foundation and Subsidiaries Tax Deferred Annuity Plan sits by assets
West River Health Service Foundation and Subsidiaries Tax Deferred Annuity Plan sits in the top quartile of all filed plans by assets, $24M for 301 participants (~$80,863/participant), down 19.4% in 2022.
- #16,673
- in Healthcare & Social Assistance (20,060 peers)
- -19.4%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
West River Health Service Foundation and Subsidiaries Tax Deferred Annuity Plan's outsized position by total assets
West River Health Service Foundation and Subsidiaries Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$24,339,631 Top 20% higher than 80% 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
West River Health Service Foundation and Subsidiaries Tax Deferred Annuity 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. West River Health Service Foundation and Subsidiaries Tax Deferred Annuity Plan sits mid-pack in the medium band (301 participants).
Form 5500 schedule snapshot
Filing strip 450411825 · West River Health Service Foundation and Subsidiaries PY 2022 · Other
West River Health Service Foundation and Subsidiaries Tax Deferred Annuity Plan · $24M · 301 · 80th
- BOOK $24M
- BOOK 301
- BOOK 80th
- BOOK Other
- BOOK near Foundation for the Carolinas DC Plan
- BOOK ind #16673
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 North Dakota →
West River Health Service Foundation and Subsidiaries Tax Deferred Annuity Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | -$6M |
| Employer EIN | 450411825 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (West River Health Service Foundation and Subsidiaries)
Sponsor-wide plan assets over time
All West River Health Service Foundation and Subsidiaries plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 12.75674228586292% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 301 | $24M |
| 2023 | 1 | 293 | $25M |
| 2024 | 1 | 288 | $27M |
Nearby Other Plans in North Dakota
Peer Other plans, same state, same plan type, ranked by total assets.
- Sanford 403(b) Retirement Savings Plan $179M · 6,516
- The 403(b) Thrift Plan of St. Alexius Medical Center and Garrison Memorial Hospital $160M · 1,562
- University of Mary Employee Retirement Plan $56M · 452
- University of Jamestown 403(b) DC Plan $21M · 317
- Able, Inc. 403(b) Plan $11M · 242
West River Health Service Foundation and Subsidiaries Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside North Dakota, the nearest Other by assets is Foundation for the Carolinas DC Plan in NC ($24M); by covered participants it is Crohn's & Colitis Foundation 403(b) Defined Contribution Plan in NY (301 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
- Foundation for the Carolinas DC Plan (NC) $24M · 140
- Rumson Country Day School DC Retirement Plan (NJ) $24M · 90
- Katherine Delmar Burke School DC and Tda 403(b) Plans (CA) $24M · 124
- Barton College Retirement Plan (NC) $24M · 191
Similar participant headcount
Nearest other-state filings by covered participants (301 participants); asset peers above are excluded.
- Crohn's & Colitis Foundation 403(b) Defined Contribution Plan (NY) 301 · 0 off
- Russell County Hospital Retirement Savings Plan (KY) 301 · 0 off
- St. Mary's Home for Disabled Children, Inc. Supplemental Retirement Plan (VA) 301 · 0 off
- Cherokee Regional Medical Center Tax Deferred Annuity Plan (IA) 301 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.