Profit Sharing · DOL Form 5500 · 2023
Savio House Profit Sharing Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 81
- Participants Small participant base
- 51st
- Percentile by assets National rank
- $87,130
- Avg per participant Below avg balance/head
Official DOL plan name: Savio House Retirement Plan · Sponsored by Savio House · Colorado · Healthcare & Social Assistance
$7M in assets, 81 participants
Savio House's Savio House Retirement Plan reported $7M in total assets and 81 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.
- #9,995 in Healthcare & Social Assistance (17,684 peers)
Savio House multi-year trail
Savio House's plans moved +12.1% in assets from 2022 to 2024; this filing shows Savio House Retirement Plan at $7M / 81 participants.
- #9,995
- in Healthcare & Social Assistance (17,684 peers)
- +19.2%
- assets growth YoY
Savio House Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Savio House Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,057,506 Top 49% higher than 51% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Savio House Retirement Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Savio House Retirement Plan is a small filing (81 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Savio House Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Savio House Retirement Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Savio House Retirement Plan reported participants fell from 95 in the plan year 2022 filing to 81 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 840570279 · Savio House PY 2023 · Profit Sharing
Savio House Retirement Plan · $7M · 81 · 51st
- EBSA $7M
- PART 81
- TYPE 51st
- NET Profit Sharing
- BOOK near Mid-South Industries, Inc. Profit Sharing Plan
- VS-ST ind #9995
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 →
Savio House Retirement Plan in the asset neighbourhood
Savio House multi-year asset trail
Sponsor-wide plan assets over time
All Savio House plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 12.146022602122377% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 95 | $6M |
| 2023 | 1 | 81 | $7M |
| 2024 | 1 | 100 | $7M |
Savio House filing trail (2023)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $1M |
| Employer EIN | 840570279 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Colorado
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Hensel Phelps Hourly Retirement Plan $59M · 695
- Liberty Pr Mobility 401(k) Savings Plans $43M · 1,212
- Amended & Restated Profit Sharing Plan of Midwest Pms $38M · 133
- Peterson Company Profit-Sharing Plan $18M · 26
- Retirement Plan of Public Broadcasting of Colorado, Inc. $16M · 182
Savio House Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Colorado, the nearest Profit Sharing by assets is Mid-South Industries, Inc. Profit Sharing Plan in MS ($7M); by covered participants it is The Chimes, Inc 401(a) Defined Contribution Plan in MD (81 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (81 participants); asset peers above are excluded.
- The Chimes, Inc 401(a) Defined Contribution Plan (MD) 81 · 0 off
- Summit Speech School Pension Plan (NJ) 81 · 0 off
- Isn Retirement Plan (NH) 81 · 0 off
- Riverstone International School 403(b) Plan (ID) 81 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.