Other · DOL Form 5500 · 2023

Comfort Bridge Dba Care Synergy Retirement Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
604
Participants Below avg headcount
80th
Percentile by assets National rank
$52,782
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Care Synergy 403(b) Plan · Sponsored by Comfort Bridge Dba Care Synergy · Colorado · Healthcare & Social Assistance

$32M in assets, 604 participants

Comfort Bridge Dba Care Synergy's Care Synergy 403(b) Plan reported $32M in total assets and 604 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #14,673 in Healthcare & Social Assistance (17,684 peers)

Where Care Synergy 403(b) Plan sits by assets

Care Synergy 403(b) Plan sits in the top quartile of all filed plans by assets, $32M for 604 participants (~$52,782/participant), up 4.0% in 2023.

#14,673
in Healthcare & Social Assistance (17,684 peers)
+4.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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

Care Synergy 403(b) Plan vs every filed plan by assets

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

$31,880,422 Top 20% higher than 80% 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

Care Synergy 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. Care Synergy 403(b) Plan sits mid-pack in the medium band (604 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Care Synergy 403(b) Plan reported net income rose from -$9M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Care Synergy 403(b) Plan reported participants fell from 687 in the plan year 2022 filing to 604 in the plan year 2023 filing.
  • Care Synergy 403(b) Plan end-of-year assets rose from $31M in the plan year 2022 filing to $32M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 471820366 · Comfort Bridge Dba Care Synergy PY 2023 · Other

Care Synergy 403(b) Plan · $32M · 604 · 80th

  • TYPE $32M
  • NET 604
  • BOOK 80th
  • VS-ST Other
  • BOY near Social Science Research Council DC Retirement Plan
  • SCH ind #14673

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 →

Care Synergy 403(b) Plan in the asset neighbourhood

Trinity Washington University DC Retirement PlanTrinity Washington Universit…$32MFrench International School 403(b) Retirement PlanFrench International School …$32MSocial Science Research Council DC Retirement PlanSocial Science Research Coun…$32MCare Synergy 403(b) Plan$32MElms College Retirement Savings PlanElms College Retirement Savi…$32M
End-of-year total assets ($M) among Care Synergy 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)$31M
Net Assets (End of Year)$32M
Net Income$1M
Employer EIN471820366
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Comfort Bridge Dba Care Synergy)

Sponsor-wide plan assets over time

All Comfort Bridge Dba Care Synergy plans reported in each filing year

Latest sponsor-wide plan assets
$35M 14.22320921731835% vs 2022
2024 filing year
$30M$32M$34M$36M 202220232024 $30.6M $35M ▲ +14.2%
Year Plans Participants Total Assets
2022 1 687 $31M
2023 1 604 $32M
2024 1 639 $35M

Nearby Other Plans in Colorado

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

Care Synergy 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 ($B) Participants Care Synergy 403(b) Plan, Total assets ($B): 0.031880422 · Participants: 604Care Synergy 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
Care Synergy 403(b) Plan vs. nearby Other plans in Colorado, assets vs. participants
Compare Care Synergy 403(b) Plan side-by-side with 3 peers →

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

Outside Colorado, the nearest Other by assets is Social Science Research Council DC Retirement Plan in NY ($32M); by covered participants it is Muhlenberg College Defined Contribution Plan in PA (604 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (604 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 Care Synergy 403(b) Plan assets move in 2023? ▼
Care Synergy 403(b) Plan edged up modestly - up 4.0% during 2023, from $31M to $32M. Reported net income was $1M.
How have Comfort Bridge Dba Care Synergy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Comfort Bridge Dba Care Synergy's sponsor-wide assets grew 14.2%, from $31M to $35M.
Where does Care Synergy 403(b) Plan rank by assets among Form 5500 filers? ▼
Care Synergy 403(b) Plan ranks in the 80th 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 Care Synergy 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Social Science Research Council DC Retirement Plan in NY ($32M, 58 participants).
Which Other plans cover a similar participant headcount to Care Synergy 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Muhlenberg College Defined Contribution Plan in PA (604 participants, $163M 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 471820366.

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.