Other · DOL Form 5500 · 2023

HOPEWEST Retirement Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets: 424
Participants Below avg headcount: 71st
Percentile by assets National rank: $43,710
Avg per participant Low balance/head

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Official DOL plan name: Hopewest 403(b) Plan · Sponsored by HOPEWEST · Colorado · Healthcare & Social Assistance

$19M in assets, 424 participants

HOPEWEST's Hopewest 403(b) Plan reported $19M in total assets and 424 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

#13,406 in Healthcare & Social Assistance (17,684 peers)

HOPEWEST multi-year trail

HOPEWEST's plans moved +24.9% in assets from 2022 to 2024; this filing shows Hopewest 403(b) Plan at $19M / 424 participants.

#13,406
in Healthcare & Social Assistance (17,684 peers): +8.6%
assets growth YoY

Hopewest 403(b) Plan's outsized position by total assets

Hopewest 403(b) Plan vs every filed plan by assets

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

$18,533,033 Top 29% higher than 71% 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

Hopewest 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. Hopewest 403(b) Plan sits mid-pack in the medium band (424 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Hopewest 403(b) Plan reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
Hopewest 403(b) Plan end-of-year assets rose from $17M in the plan year 2022 filing to $19M in the plan year 2023 filing.
Hopewest 403(b) Plan reported participants rose from 419 in the plan year 2022 filing to 424 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 841207388 · HOPEWEST PY 2023 · Other

Hopewest 403(b) Plan · $19M · 424 · 71st

IND $19M
IND 424
IND 71st
IND Other
IND near North Hudson Community Action Corporation Tax Deferred Annuity
IND ind #13406

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 →

End-of-year total assets ($M) among Hopewest 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

HOPEWEST multi-year asset trail

Latest sponsor-wide plan assets: $21M 24.892333902010833% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	419	$17M
2023	1	424	$19M
2024	1	430	$21M

HOPEWEST filing trail (2023)

Total Assets (Beginning of Year)	$17M
Net Assets (End of Year)	$19M
Net Income	$1M
Employer EIN	841207388
Plan Effective Date	2002-08-01
Filing Status	FILING RECEIVED

Nearby Other Plans in Colorado

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

Hopewest 403(b) Plan vs. nearby Other plans in Colorado, assets vs. participants

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

Compare Hopewest 403(b) Plan side-by-side with 3 peers →

Hopewest 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Colorado, the nearest Other by assets is North Hudson Community Action Corporation Tax Deferred Annuity in NJ ($19M); by covered participants it is Jewish Social Service Agency 403(b) Plan in MD (424 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

North Hudson Community Action Corporation Tax Deferred Annuity (NJ) $19M · 794
Stratford Academy, Inc. Retirement Plan (GA) $19M · 130
United Association of Plumbers and Pipefitters Local 693 Annuity Fund (VT) $19M · 260
Concorde Battery Corporation's 401(k) Profit Sharing Plan (CA) $19M · 315

Similar participant headcount

Nearest other-state filings by covered participants (424 participants); asset peers above are excluded.

Jewish Social Service Agency 403(b) Plan (MD) 424 · 0 off
Residential Services of Ne Mn, Inc. 403b Plan (MN) 425 · 1 off
O'bleness Memorial Hospital Tax Sheltered Annuity Plan (OH) 425 · 1 off
Bridge Housing Corporation 403(b) Retirement Plan (CA) 425 · 1 off

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 Hopewest 403(b) Plan assets move in 2023? ▼

Hopewest 403(b) Plan grew at a solid clip - up 8.6% during 2023, from $17M to $19M. Reported net income was $1M.

How have HOPEWEST plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), HOPEWEST's sponsor-wide assets grew 24.9%, from $17M to $21M.

Which Other plans are similar in size to Hopewest 403(b) Plan? ▼

Among Other plans in other states, the closest by assets is North Hudson Community Action Corporation Tax Deferred Annuity in NJ ($19M, 794 participants).

Which Other plans cover a similar participant headcount to Hopewest 403(b) Plan? ▼

Among Other plans in other states, the closest by covered participants is Jewish Social Service Agency 403(b) Plan in MD (424 participants, $14M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 841207388.