Other · DOL Form 5500 · 2023

Valley-Wide Health Systems, Inc. Retirement Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
479
Participants Below avg headcount
77th
Percentile by assets National rank
$55,263
Avg per participant Low balance/head
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Official DOL plan name: Valley-Wide Health Systems, Inc. 403(b) Plan · Sponsored by Valley-Wide Health Systems, Inc. · Colorado · Healthcare & Social Assistance

$26M in assets, 479 participants

Valley-Wide Health Systems, Inc.'s Valley-Wide Health Systems, Inc. 403(b) Plan reported $26M in total assets and 479 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #14,307 in Healthcare & Social Assistance (17,684 peers)

Where Valley-Wide Health Systems, Inc. 403(b) Plan sits by assets

Valley-Wide Health Systems, Inc. 403(b) Plan sits in the top quartile of all filed plans by assets, $26M for 479 participants (~$55,263/participant), up 52.1% in 2023.

#14,307
in Healthcare & Social Assistance (17,684 peers)
+52.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Valley-Wide Health Systems, Inc. 403(b) Plan's outsized position by total assets

Valley-Wide Health Systems, Inc. 403(b) Plan vs every filed plan by assets

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

$26,470,880 Top 23% higher than 77% 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

Valley-Wide Health Systems, Inc. 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. Valley-Wide Health Systems, Inc. 403(b) Plan sits mid-pack in the medium band (479 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Valley-Wide Health Systems, Inc. 403(b) Plan reported net income rose from -$2M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Valley-Wide Health Systems, Inc. 403(b) Plan end-of-year assets rose from $17M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Valley-Wide Health Systems, Inc. 403(b) Plan reported participants rose from 456 in the plan year 2022 filing to 479 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 840706945 · Valley-Wide Health Systems, Inc. PY 2023 · Other

Valley-Wide Health Systems, Inc. 403(b) Plan · $26M · 479 · 77th

  • BOY $26M
  • BOY 479
  • BOY 77th
  • BOY Other
  • BOY near American Dental Education Association 403(b) Retirement Savings Plan
  • BOY ind #14307

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 →

Valley-Wide Health Systems, Inc. 403(b) Plan in the asset neighbourhood

Cornish College of the Arts 403(b) PlanCornish College of the Arts …$27MChinese American International School Retirement Savings PlanChinese American Internation…$27MAmerican Dental Education Association 403(b) Retirement Savings PlanAmerican Dental Education As…$26MValley-Wide Health Systems, Inc. 403(b) PlanValley-Wide Health Systems, …$26MRandolph School Defined Contribution Retirement PlanRandolph School Defined Cont…$26M
End-of-year total assets ($M) among Valley-Wide Health Systems, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$26M
Net Income$9M
Employer EIN840706945
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Valley-Wide Health Systems, Inc.)

Sponsor-wide plan assets over time

All Valley-Wide Health Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 73.34506232236741% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $17.4M $30.2M ▲ +73.3%
Year Plans Participants Total Assets
2022 1 456 $17M
2023 1 479 $26M
2024 1 613 $30M

Nearby Other Plans in Colorado

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

Valley-Wide Health Systems, Inc. 403(b) Plan vs. nearby Other plans in Colorado, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 -0.500.511.5 Total assets ($B) Participants Valley-Wide Health Systems, Inc. 403(b) Plan, Total assets ($B): 0.02647088 · Participants: 479Valley-Wide Health Systems, Inc. 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
Valley-Wide Health Systems, Inc. 403(b) Plan vs. nearby Other plans in Colorado, assets vs. participants
Compare Valley-Wide Health Systems, Inc. 403(b) Plan side-by-side with 3 peers →

Valley-Wide Health Systems, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Colorado, the nearest Other by assets is American Dental Education Association 403(b) Retirement Savings Plan in DC ($26M); by covered participants it is Desales University Retirement Plan in PA (479 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (479 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 Valley-Wide Health Systems, Inc. 403(b) Plan assets move in 2023? ▼
Valley-Wide Health Systems, Inc. 403(b) Plan surged - up 52.1% during 2023, from $17M to $26M. Reported net income was $9M.
How have Valley-Wide Health Systems, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valley-Wide Health Systems, Inc.'s sponsor-wide assets grew 73.3%, from $17M to $30M.
Where does Valley-Wide Health Systems, Inc. 403(b) Plan rank by assets among Form 5500 filers? ▼
Valley-Wide Health Systems, Inc. 403(b) Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Valley-Wide Health Systems, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is American Dental Education Association 403(b) Retirement Savings Plan in DC ($26M, 81 participants).
Which Other plans cover a similar participant headcount to Valley-Wide Health Systems, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Desales University Retirement Plan in PA (479 participants, N/A 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 840706945.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.