Other · DOL Form 5500 · 2023
Colorado Humanities 403-B-7 Retirement P Retirement Plan
Data updated 2026-08-25
- $987K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $197,430
- Avg per participant Above avg balance/head
Official DOL plan name: Colorado Humanities 403-B-7 Retirement Plan · Sponsored by Colorado Humanities 403-B-7 Retirement P · Colorado · Other Services
$987K in assets, 5 participants
Colorado Humanities 403-B-7 Retirement P's Colorado Humanities 403-B-7 Retirement Plan reported $987K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.
- #3,768 in Other Services (7,857 peers)
Other Services sector rank
Within Other Services, Colorado Humanities 403-B-7 Retirement Plan ranks #3,768 of 7,857 2023 filers by assets (2033% of the sector average)-$987K for 5 participants.
- #3,768
- in Other Services (7,857 peers)
- -12.2%
- assets change YoY
The plan reported a net loss of $138K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Colorado Humanities 403-B-7 Retirement Plan among the smaller filed plans by assets
Colorado Humanities 403-B-7 Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$987,150 24th percentile higher than 24% 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
Colorado Humanities 403-B-7 Retirement Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Colorado Humanities 403-B-7 Retirement Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Colorado Humanities 403-B-7 Retirement Plan reported net income fell from -$65K in the plan year 2022 filing to -$138K in the plan year 2023 filing.
- Colorado Humanities 403-B-7 Retirement Plan end-of-year assets fell from $1M in the plan year 2022 filing to $987K in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 840715097 · Colorado Humanities 403-B-7 Retirement P PY 2023 · Other
Colorado Humanities 403-B-7 Retirement Plan · $987K · 5 · 24th
- PHOTO $987K
- PHOTO 5
- PHOTO 24th
- PHOTO Other
- PHOTO near Westbury Friends School 403(b) DC Plan 367055
- PHOTO ind #3768
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 Other Services retirement plans → · Plans in Colorado →
Colorado Humanities 403-B-7 Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $987K |
| Net Income | -$138K |
| Employer EIN | 840715097 |
| Plan Effective Date | 1992-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Colorado Humanities 403-B-7 Retirement P)
Sponsor-wide plan assets over time
All Colorado Humanities 403-B-7 Retirement P plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 2.5063164651265337% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $1M |
| 2023 | 1 | 5 | $987K |
| 2024 | 1 | 7 | $1M |
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
Colorado Humanities 403-B-7 Retirement Plan's out-of-state Other peers by assets and headcount
Outside Colorado, the nearest Other by assets is Westbury Friends School 403(b) DC Plan 367055 in NY ($988K); by covered participants it is Big Brothers Big Sisters of Bucks County ERISA 403(b) Plan in PA (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($987K here).
Similar participant headcount
Nearest other-state filings by covered participants (5 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.