Other · DOL Form 5500 · 2023
Estes Park Institute 5500 Retirement Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 2
- Participants Small participant base
Official DOL plan name: Estes Park Institute Safe Harbor Plan 403(b) · Sponsored by Estes Park Institute 5500 · Colorado · Educational Services
N/A in assets, 2 participants
Estes Park Institute 5500's Estes Park Institute Safe Harbor Plan 403(b) reported N/A in total assets and 2 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
What the 2023 filing shows
Estes Park Institute Safe Harbor Plan 403(b) holds N/A for 2 participants.
- -$98K
- reported net income
The plan reported a net loss of $98K 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 micro filed plans by headcount
Plan-year 2023 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 (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Estes Park Institute Safe Harbor Plan 403(b) reported net income rose from -$211K in the plan year 2022 filing to -$98K in the plan year 2023 filing.
- Estes Park Institute Safe Harbor Plan 403(b) reported participants fell from 3 in the plan year 2022 filing to 2 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 840683340 · Estes Park Institute 5500 PY 2023 · Other
Estes Park Institute Safe Harbor Plan 403(b) · N/A · 2
- BOY N/A
- SCH 2
- EBSA PY 2023
- PART Other
- TYPE near Tadalyssa, Inc. Retirement Plan
- NET -$98K
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 →
Filing particulars (2023)
| Total Assets (Beginning of Year) | $98K |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$98K |
| Employer EIN | 840683340 |
| Plan Effective Date | 1999-03-26 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Estes Park Institute 5500)
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 |
Nearby Other Plans in Colorado
Peer Other plans, same state, same plan type, ranked by total assets.
- Ucar Retirement Plan $1.1B · 1,444
- Children's Hospital Colorado 403(b) Plan $898M · 8,617
- University of Denver Retirement Plan $848M · 7,241
- Nrel 403(b) Employee Savings Plan $525M · 2,877
- Colorado College Retirement Benefit Plan $353M · 707
Estes Park Institute Safe Harbor Plan 403(b)'s closest out-of-state Other peers by headcount
Outside Colorado, the nearest Other by covered participants is Tadalyssa, Inc. Retirement Plan in TX (2 participants; this filing: 2 participants).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Tadalyssa, Inc. Retirement Plan (TX) 2 · 0 off
- Cimco Enterprises, Inc. Pension Plan and Trust (WA) 2 · 0 off
- James a. Mcpeake Profit Sharing Plan (KY) 2 · 0 off
- Mart Computer Service Inc (VA) 2 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.