Other · DOL Form 5500 · 2022
Estes Park Institute 5500 Retirement Plan
Data updated 2026-08-25
- $98K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 6th
- Percentile by assets National rank
- $32,816
- Avg per participant Low balance/head
Official DOL plan name: Estes Park Institute Safe Harbor Plan 403(b) · Sponsored by Estes Park Institute 5500 · Colorado · Educational Services
$98K in assets, 3 participants
Estes Park Institute 5500's Estes Park Institute Safe Harbor Plan 403(b) reported $98K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 6th 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.
- #199 in Educational Services (4,024 peers)
2022 asset change
Estes Park Institute Safe Harbor Plan 403(b) contracted severely 68.2% in 2022 ($310K → $98K) for 3 participants.
- #199
- in Educational Services (4,024 peers)
- -68.2%
- assets change YoY
The plan reported a net loss of $211K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Estes Park Institute Safe Harbor Plan 403(b) among the smaller filed plans by assets
Estes Park Institute Safe Harbor Plan 403(b) vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$98,447 6th percentile higher than 6% 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
Estes Park Institute Safe Harbor Plan 403(b) among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Estes Park Institute Safe Harbor Plan 403(b) is a micro filing (3 participants), the leftmost band.
Published 5500 schedule card
Filing strip 840683340 · Estes Park Institute 5500 PY 2022 · Other
Estes Park Institute Safe Harbor Plan 403(b) · $98K · 3 · 6th
- PHOTO $98K
- PHOTO 3
- PHOTO 6th
- PHOTO Other
- PHOTO near Youth Advocates of Sitka Inc
- PHOTO ind #199
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 Educational Services retirement plans → · Plans in Colorado →
Estes Park Institute Safe Harbor Plan 403(b) in the asset neighbourhood
Estes Park Institute 5500 years around the 2022 move
Sponsor-wide plan assets over time
All Estes Park Institute 5500 plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $98K |
| 2023 | 1 | 2 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $310K |
|---|---|
| Net Assets (End of Year) | $98K |
| Net Income | -$211K |
| Employer EIN | 840683340 |
| Plan Effective Date | 1999-03-26 |
| 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
Estes Park Institute Safe Harbor Plan 403(b)'s out-of-state Other peers by assets and headcount
Outside Colorado, the nearest Other by assets is Youth Advocates of Sitka Inc in AK ($98K); by covered participants it is Juile a Staggers Profit Sharing Plan in VA (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($98K here).
- Youth Advocates of Sitka Inc (AK) $98K · 4
- The Affordable Housing Group (NC) $97K · 5
- The Harbor School 403(b) Tda Plan - #358480 (WA) $96K · 18
- Episcopal Day School, Inc. (NC) $96K · 4
Similar participant headcount
Nearest other-state filings by covered participants (3 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.