401(k) · DOL Form 5500 · 2023

The Colorado Health Foundation 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
63
Participants Small participant base
77th
Percentile by assets National rank
$410,252
Avg per participant High balance/head
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Official DOL plan name: The Colorado Health Foundation 401(k) Retirement Plan · Sponsored by The Colorado Health Foundation · Colorado · Other Services

$26M in assets, 63 participants

The Colorado Health Foundation's The Colorado Health Foundation 401(k) Retirement Plan reported $26M in total assets and 63 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.

  • #6,921 in Other Services (7,857 peers)

Where The Colorado Health Foundation 401(k) Retirement Plan sits by assets

The Colorado Health Foundation 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $26M for 63 participants (~$410,252/participant), up 24.0% in 2023.

#6,921
in Other Services (7,857 peers)
+24.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Colorado Health Foundation 401(k) Retirement Plan's outsized position by total assets

The Colorado Health Foundation 401(k) Retirement Plan vs every filed plan by assets

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

$25,845,867 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

The Colorado Health Foundation 401(k) Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Colorado Health Foundation 401(k) Retirement Plan is a small filing (63 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Colorado Health Foundation 401(k) Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • The Colorado Health Foundation 401(k) Retirement Plan end-of-year assets rose from $21M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • The Colorado Health Foundation 401(k) Retirement Plan reported participants fell from 65 in the plan year 2022 filing to 63 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 742568941 · The Colorado Health Foundation PY 2023 · 401(k)

The Colorado Health Foundation 401(k) Retirement Plan · $26M · 63 · 77th

  • VS-ST $26M
  • VS-ST 63
  • VS-ST 77th
  • VS-ST 401(k)
  • VS-ST near Roth Staffing Companies, LP 401(k) Plan
  • VS-ST ind #6921

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 →

The Colorado Health Foundation 401(k) Retirement Plan in the asset neighbourhood

The Colorado Health Foundation 401(k) Retirement PlanThe Colorado Health Foundati…$26MRoth Staffing Companies, LP 401(k) PlanRoth Staffing Companies, LP …$26MX-Ray Medical Group, Inc. 401(k) Profit Sharing PlanX-Ray Medical Group, Inc. 40…$26MStoneridge Companies, LLC 401(k) PlanStoneridge Companies, LLC 40…$26MRoyal Oak Enterprises 401(k) Retirement PlanRoyal Oak Enterprises 401(k)…$26M
End-of-year total assets ($M) among The Colorado Health Foundation 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$26M
Net Income$5M
Employer EIN742568941
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Colorado Health Foundation)

Sponsor-wide plan assets over time

All The Colorado Health Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$29M 37.002947762289715% vs 2022
2024 filing year
$20M$25M$30M 202220232024 $20.8M $28.6M ▲ +37.0%
Year Plans Participants Total Assets
2022 1 65 $21M
2023 1 63 $26M
2024 1 70 $29M

Nearby 401(k) Plans in Colorado

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Colorado Health Foundation 401(k) Retirement Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants The Colorado Health Foundation 401(k) Retirement Plan, Total assets ($B): 0.025845867 · Participants: 63The Colorado Health Foundation 401(k) Retirement PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
The Colorado Health Foundation 401(k) Retirement Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare The Colorado Health Foundation 401(k) Retirement Plan side-by-side with 3 peers →

The Colorado Health Foundation 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Roth Staffing Companies, LP 401(k) Plan in CA ($26M); by covered participants it is The Mcdevitt Companies Employee 401(k) Plan in NH (63 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (63 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 The Colorado Health Foundation 401(k) Retirement Plan assets move in 2023? ▼
The Colorado Health Foundation 401(k) Retirement Plan grew sharply - up 24.0% during 2023, from $21M to $26M. Reported net income was $5M.
How have The Colorado Health Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Colorado Health Foundation's sponsor-wide assets grew 37.0%, from $21M to $29M.
Where does The Colorado Health Foundation 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
The Colorado Health Foundation 401(k) Retirement 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 401(k) plans are similar in size to The Colorado Health Foundation 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Roth Staffing Companies, LP 401(k) Plan in CA ($26M, 1,305 participants).
Which 401(k) plans cover a similar participant headcount to The Colorado Health Foundation 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Mcdevitt Companies Employee 401(k) Plan in NH (63 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 742568941.

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.