Other · DOL Form 5500 · 2023

Jordan Valley Community Health Center Retirement Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
597
Participants Below avg headcount
73rd
Percentile by assets National rank
$33,648
Avg per participant Low balance/head
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Official DOL plan name: Jordan Valley Community Health Center Retirement Plan · Sponsored by Jordan Valley Community Health Center · Missouri · Healthcare & Social Assistance

$20M in assets, 597 participants

Jordan Valley Community Health Center's Jordan Valley Community Health Center Retirement Plan reported $20M in total assets and 597 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #13,629 in Healthcare & Social Assistance (17,684 peers)

Jordan Valley Community Health Center multi-year trail

Jordan Valley Community Health Center's plans moved +63.4% in assets from 2022 to 2024; this filing shows Jordan Valley Community Health Center Retirement Plan at $20M / 597 participants.

#13,629
in Healthcare & Social Assistance (17,684 peers)
+33.4%
assets growth YoY

Jordan Valley Community Health Center Retirement Plan's outsized position by total assets

Jordan Valley Community Health Center Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$20,087,953 Top 27% higher than 73% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Jordan Valley Community Health Center Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jordan Valley Community Health Center Retirement Plan sits mid-pack in the medium band (597 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jordan Valley Community Health Center Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Jordan Valley Community Health Center Retirement Plan end-of-year assets rose from $15M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Jordan Valley Community Health Center Retirement Plan reported participants rose from 587 in the plan year 2022 filing to 597 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 431602701 · Jordan Valley Community Health Center PY 2023 · Other

Jordan Valley Community Health Center Retirement Plan · $20M · 597 · 73rd

  • EIN $20M
  • RANK 597
  • PHOTO 73rd
  • IND Other
  • EOY near Pennswood Village 403b Plan
  • 5500 ind #13629

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 Missouri →

Jordan Valley Community Health Center Retirement Plan in the asset neighbourhood

Council for Advancement & Support of Education Tax Dreferred Annuity PlanCouncil for Advancement & Su…$20MJordan Valley Community Health Center Retirement PlanJordan Valley Community Heal…$20MPennswood Village 403b Plan$20MLife Enriching Communities 403b PlanLife Enriching Communities 4…$20MSection 403(b) Retirement Plan for Audubon Nature Institute, Inc.Section 403(b) Retirement Pl…$20M
End-of-year total assets ($M) among Jordan Valley Community Health Center Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Jordan Valley Community Health Center multi-year asset trail

Sponsor-wide plan assets over time

All Jordan Valley Community Health Center plans reported in each filing year

Latest sponsor-wide plan assets
$25M 63.38000952763312% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $15.1M $24.6M ▲ +63.3%
Year Plans Participants Total Assets
2022 1 587 $15M
2023 1 597 $20M
2024 1 647 $25M

Jordan Valley Community Health Center filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$20M
Net Income$5M
Employer EIN431602701
Plan Effective Date2004-04-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Missouri

Peer Other plans, same state, same plan type, ranked by total assets.

Jordan Valley Community Health Center Retirement Plan vs. nearby Other plans in Missouri, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -202468 Total assets ($B) Participants Jordan Valley Community Health Center Retirement Plan, Total assets ($B): 0.020087953 · Participants: 597Jordan Valley Community Health Center Retirement PlanWashington University Retirement Savings Plan, Total assets ($B): 6.741301721 · Participants: 25521Washington University Retirement Savings PlanChildren's Mercy Hospital Tax-Deferred Annuity Retirement Plan, Total assets ($B): 0.969276726 · Participants: 8984Children's Mercy Hospital Tax-Deferred Annuity Retirement PlanSaint Louis University 403(b) Annuity Plan, Total assets ($B): 0.909883587 · Participants: 4784Saint Louis University 403(b) Annuity PlanCox Savings Incentive Plan, Total assets ($B): 0.836087645 · Participants: 12220Cox Savings Incentive PlanBjc 403(b) Plan, Total assets ($B): 0.448402831 · Participants: 5284Bjc 403(b) Plan
Jordan Valley Community Health Center Retirement Plan vs. nearby Other plans in Missouri, assets vs. participants

Jordan Valley Community Health Center Retirement Plan's out-of-state Other peers by assets and headcount

Outside Missouri, the nearest Other by assets is Pennswood Village 403b Plan in PA ($20M); by covered participants it is San Gorgonio Memorial Hospital Tax Sheltered Annuity Plan in CA (597 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Jordan Valley Community Health Center Retirement Plan assets move in 2023?
Jordan Valley Community Health Center Retirement Plan surged - up 33.4% during 2023, from $15M to $20M. Reported net income was $5M.
How have Jordan Valley Community Health Center plan assets changed over time?
Across 3 plan years on file (2022-2024), Jordan Valley Community Health Center's sponsor-wide assets grew 63.4%, from $15M to $25M.
Which Other plans are similar in size to Jordan Valley Community Health Center Retirement Plan?
Among Other plans in other states, the closest by assets is Pennswood Village 403b Plan in PA ($20M, 354 participants).
Which Other plans cover a similar participant headcount to Jordan Valley Community Health Center Retirement Plan?
Among Other plans in other states, the closest by covered participants is San Gorgonio Memorial Hospital Tax Sheltered Annuity Plan in CA (597 participants, $33M in assets).