Other · DOL Form 5500 · 2023

Health West, Inc. Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
193
Participants Below avg headcount
54th
Percentile by assets National rank
$42,479
Avg per participant Low balance/head
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Official DOL plan name: Health West, Inc. 403(b) Retirement Plan · Sponsored by Health West, Inc. · Idaho · Healthcare & Social Assistance

$8M in assets, 193 participants

Health West, Inc.'s Health West, Inc. 403(b) Retirement Plan reported $8M in total assets and 193 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #10,589 in Healthcare & Social Assistance (17,684 peers)

Health West, Inc. multi-year trail

Health West, Inc.'s plans moved +94.9% in assets from 2022 to 2024; this filing shows Health West, Inc. 403(b) Retirement Plan at $8M / 193 participants.

#10,589
in Healthcare & Social Assistance (17,684 peers)
+40.7%
assets growth YoY

Health West, Inc. 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Health West, Inc. 403(b) Retirement Plan vs every filed plan by assets

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

$8,198,458 Top 46% higher than 54% 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

Health West, Inc. 403(b) Retirement 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. Health West, Inc. 403(b) Retirement Plan sits mid-pack in the medium band (193 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Health West, Inc. 403(b) Retirement Plan reported net income rose from $27K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Health West, Inc. 403(b) Retirement Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Health West, Inc. 403(b) Retirement Plan reported participants rose from 188 in the plan year 2022 filing to 193 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 820324100 · Health West, Inc. PY 2023 · Other

Health West, Inc. 403(b) Retirement Plan · $8M · 193 · 54th

  • PART $8M
  • PART 193
  • PART 54th
  • PART Other
  • PART near Bashor Children's Home 403(b) Plan
  • PART ind #10589

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 Idaho →

Health West, Inc. 403(b) Retirement Plan in the asset neighbourhood

Health West, Inc. 403(b) Retirement PlanHealth West, Inc. 403(b) Ret…$8MBashor Children's Home 403(b) PlanBashor Children's Home 403(b…$8MCovenant Woods 403b Retirement Savings PlanCovenant Woods 403b Retireme…$8MCouncil for Professional Recognition 403(b) DC PlanCouncil for Professional Rec…$8MF M G & S P 403(b) Plan$8M
End-of-year total assets ($M) among Health West, Inc. 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Health West, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Health West, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 94.91855780607% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $5.83M $11.4M ▲ +94.7%
Year Plans Participants Total Assets
2022 1 188 $6M
2023 1 193 $8M
2024 1 308 $11M

Health West, Inc. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN820324100
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Idaho

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

Health West, Inc. 403(b) Retirement Plan vs. nearby Other plans in Idaho, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -500050010001500 Total assets ($M) Participants Health West, Inc. 403(b) Retirement Plan, Total assets ($M): 8.198458 · Participants: 193Health West, Inc. 403(b) Retirement PlanSt. Lukes Health System Matched 403b Plan, Total assets ($M): 964.858549 · Participants: 16715St. Lukes Health System Matched 403b PlanThe College of Idaho 403(b) Retirement Plan, Total assets ($M): 47.997867 · Participants: 361The College of Idaho 403(b) Retirement PlanKootenai Health 403(b) Plan, Total assets ($M): 34.021273 · Participants: 211Kootenai Health 403(b) PlanFull Circle Health, Inc. 403(b) Plan, Total assets ($M): 27.037963 · Participants: 388Full Circle Health, Inc. 403(b) PlanSun Valley Community School, Inc. 403(b) Plan, Total assets ($M): 24.785009 · Participants: 133Sun Valley Community School, Inc. 403(b) Plan
Health West, Inc. 403(b) Retirement Plan vs. nearby Other plans in Idaho, assets vs. participants
Compare Health West, Inc. 403(b) Retirement Plan side-by-side with 3 peers →

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

Outside Idaho, the nearest Other by assets is Bashor Children's Home 403(b) Plan in IN ($8M); by covered participants it is Louisville Collegiate School Defined Contribution Retirement Plan in KY (193 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (193 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 Health West, Inc. 403(b) Retirement Plan assets move in 2023? ▼
Health West, Inc. 403(b) Retirement Plan surged - up 40.7% during 2023, from $6M to $8M. Reported net income was $2M.
How have Health West, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Health West, Inc.'s sponsor-wide assets grew 94.9%, from $6M to $11M.
Which Other plans are similar in size to Health West, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Bashor Children's Home 403(b) Plan in IN ($8M, 183 participants).
Which Other plans cover a similar participant headcount to Health West, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Louisville Collegiate School Defined Contribution Retirement Plan in KY (193 participants, $23M 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 820324100.

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.