Other · DOL Form 5500 · 2023

Colorado Health Benefit Exchange Retirement Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
164
Participants Small participant base
64th
Percentile by assets National rank
$77,057
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Colorado Health Benefit Exchange 403(b) Plan · Sponsored by Colorado Health Benefit Exchange · Colorado · Finance & Insurance

$13M in assets, 164 participants

Colorado Health Benefit Exchange's Colorado Health Benefit Exchange 403(b) Plan reported $13M in total assets and 164 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #4,306 in Finance & Insurance (8,869 peers)

Coverage in Colorado

Colorado Health Benefit Exchange 403(b) Plan covers 164 participants in Colorado, about 44% of the average Colorado filer (state average ~376 per filing). Assets: $13M.

#4,306
in Finance & Insurance (8,869 peers)
+40.4%
assets growth YoY

Colorado Health Benefit Exchange 403(b) Plan's mid-pack asset rank among Finance & Insurance and all filers

Colorado Health Benefit Exchange 403(b) Plan vs every filed plan by assets

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

$12,637,401 Top 36% higher than 64% 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

Colorado Health Benefit Exchange 403(b) 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. Colorado Health Benefit Exchange 403(b) Plan sits mid-pack in the medium band (164 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Colorado Health Benefit Exchange 403(b) Plan reported net income rose from $81K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Colorado Health Benefit Exchange 403(b) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $13M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 453733823 · Colorado Health Benefit Exchange PY 2023 · Other

Colorado Health Benefit Exchange 403(b) Plan · $13M · 164 · 64th

  • NET $13M
  • NET 164
  • NET 64th
  • NET Other
  • NET near Access Health Louisiana 403(b) Plan
  • NET ind #4306

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 Finance & Insurance retirement plans → · Plans in Colorado →

Colorado Health Benefit Exchange 403(b) Plan in the asset neighbourhood

Colorado Health Benefit Exchange 403(b) PlanColorado Health Benefit Exch…$13MAccess Health Louisiana 403(b) PlanAccess Health Louisiana 403(…$13MAvow Hospice Inc. Tax Deferred Annuity PlanAvow Hospice Inc. Tax Deferr…$13MCenter for Employment Opportunities Tax Sheltered Annuity PlanCenter for Employment Opport…$13M403(b) Thrift Plan of Mountainlands Community Health Center403(b) Thrift Plan of Mounta…$13M
End-of-year total assets ($M) among Colorado Health Benefit Exchange 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Colorado filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$13M
Net Income$4M
Employer EIN453733823
Plan Effective Date2012-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Colorado Health Benefit Exchange)

Sponsor-wide plan assets over time

All Colorado Health Benefit Exchange plans reported in each filing year

Latest sponsor-wide plan assets
$17M 89.20341876392641% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $9M $17M ▲ +89.2%
Year Plans Participants Total Assets
2022 1 163 $9M
2023 1 164 $13M
2024 1 207 $17M

Nearby Other Plans in Colorado

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

Colorado Health Benefit Exchange 403(b) Plan vs. nearby Other plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.5 Total assets ($B) Participants Colorado Health Benefit Exchange 403(b) Plan, Total assets ($B): 0.012637401 · Participants: 164Colorado Health Benefit Exchange 403(b) PlanUcar Retirement Plan, Total assets ($B): 1.145684593 · Participants: 1444Ucar Retirement PlanChildren's Hospital Colorado 403(b) Plan, Total assets ($B): 0.898290586 · Participants: 8617Children's Hospital Colorado 403(b) PlanUniversity of Denver Retirement Plan, Total assets ($B): 0.848101064 · Participants: 7241University of Denver Retirement PlanNrel 403(b) Employee Savings Plan, Total assets ($B): 0.525431207 · Participants: 2877Nrel 403(b) Employee Savings PlanColorado College Retirement Benefit Plan, Total assets ($B): 0.3525072 · Participants: 707Colorado College Retirement Benefit Plan
Colorado Health Benefit Exchange 403(b) Plan vs. nearby Other plans in Colorado, assets vs. participants

Colorado Health Benefit Exchange 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Colorado, the nearest Other by assets is Access Health Louisiana 403(b) Plan in LA ($13M); by covered participants it is Bear Creek School 403b Retirement Plan in WA (164 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (164 participants); asset peers above are excluded.

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 Colorado Health Benefit Exchange 403(b) Plan assets move in 2023?
Colorado Health Benefit Exchange 403(b) Plan surged - up 40.4% during 2023, from $9M to $13M. Reported net income was $4M.
How have Colorado Health Benefit Exchange plan assets changed over time?
Across 3 plan years on file (2022-2024), Colorado Health Benefit Exchange's sponsor-wide assets grew 89.2%, from $9M to $17M.
Which Other plans are similar in size to Colorado Health Benefit Exchange 403(b) Plan?
Among Other plans in other states, the closest by assets is Access Health Louisiana 403(b) Plan in LA ($13M, 382 participants).
Which Other plans cover a similar participant headcount to Colorado Health Benefit Exchange 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Bear Creek School 403b Retirement Plan in WA (164 participants, $12M in assets).