Other · DOL Form 5500 · 2022
Summitstone Health Partners Retirement Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 418
- Participants Below avg headcount
- 70th
- Percentile by assets National rank
- $30,814
- Avg per participant Low balance/head
Official DOL plan name: Summitstone Health Partners 403(b) Retirement Plan · Sponsored by Summitstone Health Partners · Colorado · Healthcare & Social Assistance
$13M in assets, 418 participants
Summitstone Health Partners's Summitstone Health Partners 403(b) Retirement Plan reported $13M in total assets and 418 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.
- #14,990 in Healthcare & Social Assistance (20,060 peers)
Summitstone Health Partners multi-year trail
Summitstone Health Partners's plans moved +39.8% in assets from 2022 to 2024; this filing shows Summitstone Health Partners 403(b) Retirement Plan at $13M / 418 participants.
- #14,990
- in Healthcare & Social Assistance (20,060 peers)
- -4.2%
- assets change YoY
The plan reported a net loss of $576K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Summitstone Health Partners 403(b) Retirement Plan's outsized position by total assets
Summitstone Health Partners 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$12,880,089 Top 30% higher than 70% 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
Summitstone Health Partners 403(b) 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. Summitstone Health Partners 403(b) Retirement Plan sits mid-pack in the medium band (418 participants).
Plan-year Form 5500 strip
Filing strip 841512383 · Summitstone Health Partners PY 2022 · Other
Summitstone Health Partners 403(b) Retirement Plan · $13M · 418 · 70th
- EBSA $13M
- EBSA 418
- EBSA 70th
- EBSA Other
- EBSA near Sponsors for Educational Opportunity 403(b) Plan
- EBSA ind #14990
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 →
Summitstone Health Partners 403(b) Retirement Plan in the asset neighbourhood
Summitstone Health Partners multi-year asset trail
Sponsor-wide plan assets over time
All Summitstone Health Partners plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 39.82977912652622% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 418 | $13M |
| 2023 | 1 | 471 | $17M |
| 2024 | 1 | 668 | $18M |
Summitstone Health Partners filing trail (2022)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | -$576K |
| Employer EIN | 841512383 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Colorado
Peer Other plans, same state, same plan type, ranked by total assets.
- Ucar Retirement Plan $1.0B · 1,300
- Children's Hospital Colorado 403(b) Plan $748M · 7,995
- University of Denver Retirement Plan $744M · 2,470
- Nrel 403(b) Employee Savings Plan $422M · 2,577
- Colorado College Retirement Benefit Plan $319M · 785
Summitstone Health Partners 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Colorado, the nearest Other by assets is Sponsors for Educational Opportunity 403(b) Plan in NY ($13M); by covered participants it is Carthage College Defined Contribution Plan in WI (418 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (418 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.