Other · DOL Form 5500 · 2023

Navajo Health Foundation Dba Sage Memorial Hospital Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
248
Participants Below avg headcount
33rd
Percentile by assets National rank
$10,171
Avg per participant Low balance/head
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Official DOL plan name: Sage Memorial Hospital Tax Sheltered Annuity · Sponsored by Navajo Health Foundation Dba Sage Memorial Hospital · Arizona · Healthcare & Social Assistance

$3M in assets, 248 participants

Navajo Health Foundation Dba Sage Memorial Hospital's Sage Memorial Hospital Tax Sheltered Annuity reported $3M in total assets and 248 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,853 in Healthcare & Social Assistance (17,684 peers)

Coverage in Arizona

Sage Memorial Hospital Tax Sheltered Annuity covers 248 participants in Arizona, about 44% of the average Arizona filer (state average ~564 per filing). Assets: $3M.

#5,853
in Healthcare & Social Assistance (17,684 peers)
+24.7%
assets growth YoY

Sage Memorial Hospital Tax Sheltered Annuity among the smaller filed plans by assets

Sage Memorial Hospital Tax Sheltered Annuity vs every filed plan by assets

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

$2,522,331 33rd percentile higher than 33% 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

Sage Memorial Hospital Tax Sheltered Annuity 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. Sage Memorial Hospital Tax Sheltered Annuity sits mid-pack in the medium band (248 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sage Memorial Hospital Tax Sheltered Annuity reported net income rose from -$186K in the plan year 2022 filing to $500K in the plan year 2023 filing.
  • Sage Memorial Hospital Tax Sheltered Annuity end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Sage Memorial Hospital Tax Sheltered Annuity reported participants rose from 235 in the plan year 2022 filing to 248 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 237314364 · Navajo Health Foundation Dba Sage Memorial Hospital PY 2023 · Other

Sage Memorial Hospital Tax Sheltered Annuity · $3M · 248 · 33rd

  • IND $3M
  • IND 248
  • IND 33rd
  • IND Other
  • IND near Tax Deferred Annuity Plan of Postgraduate Center for Mental Health
  • IND ind #5853

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 Arizona →

Sage Memorial Hospital Tax Sheltered Annuity in the asset neighbourhood

Tax Deferred Annuity Plan of Postgraduate Center for Mental HealthTax Deferred Annuity Plan of…$3MLulac Head Start, Inc. 403(b) Retirement PlanLulac Head Start, Inc. 403(b…$3MSage Memorial Hospital Tax Sheltered AnnuitySage Memorial Hospital Tax S…$3MThe Corporate Source, Inc. 403(b) PlanThe Corporate Source, Inc. 4…$3MWest Alabama Mental Health Board, Inc. 403(b) PlanWest Alabama Mental Health B…$3M
End-of-year total assets ($M) among Sage Memorial Hospital Tax Sheltered Annuity and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$500K
Employer EIN237314364
Plan Effective Date1974-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Navajo Health Foundation Dba Sage Memorial Hospital)

Sponsor-wide plan assets over time

All Navajo Health Foundation Dba Sage Memorial Hospital plans reported in each filing year

Latest sponsor-wide plan assets
$4M 21.32713737814123% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.56M $4.31M ▲ +21.1%
Year Plans Participants Total Assets
2022 2 470 $4M
2023 2 472 $4M
2024 2 510 $4M

Nearby Other Plans in Arizona

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

Sage Memorial Hospital Tax Sheltered Annuity vs. nearby Other plans in Arizona, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Sage Memorial Hospital Tax Sheltered Annuity, Total assets ($B): 0.002522331 · Participants: 248Sage Memorial Hospital Tax Sheltered AnnuityHonor Health 403(b) Retirement Security Plan, Total assets ($B): 1.023668486 · Participants: 13597Honor Health 403(b) Retirement Security PlanOperating Engineers Local 428 Annuity Trust Fund, Total assets ($B): 0.291333345 · Participants: 7670Operating Engineers Local 428 Annuity Trust FundBanner Health Employees 403(b) Plan, Total assets ($B): 0.163501548 · Participants: 11018Banner Health Employees 403(b) PlanEl Rio Santa Cruz Neighborhood Health Center, Inc. Retirement Plan, Total assets ($B): 0.149956482 · Participants: 1887El Rio Santa Cruz Neighborhood Health Center, Inc. Retirement PlanKingman Regional Medical Center Employee Retirement Plan, Total assets ($B): 0.107432825 · Participants: 1914Kingman Regional Medical Center Employee Retirement Plan
Sage Memorial Hospital Tax Sheltered Annuity vs. nearby Other plans in Arizona, assets vs. participants
Compare Sage Memorial Hospital Tax Sheltered Annuity side-by-side with 3 peers →

Sage Memorial Hospital Tax Sheltered Annuity's out-of-state Other peers by assets and headcount

Outside Arizona, the nearest Other by assets is Tax Deferred Annuity Plan of Postgraduate Center for Mental Health in NY ($3M); by covered participants it is Virtuous Management Group in FL (248 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (248 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 Sage Memorial Hospital Tax Sheltered Annuity assets move in 2023? ▼
Sage Memorial Hospital Tax Sheltered Annuity grew sharply - up 24.7% during 2023, from $2M to $3M. Reported net income was $500K.
How have Navajo Health Foundation Dba Sage Memorial Hospital plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Navajo Health Foundation Dba Sage Memorial Hospital's sponsor-wide assets grew 21.3%, from $4M to $4M.
Which Other plans are similar in size to Sage Memorial Hospital Tax Sheltered Annuity? ▼
Among Other plans in other states, the closest by assets is Tax Deferred Annuity Plan of Postgraduate Center for Mental Health in NY ($3M, 434 participants).
Which Other plans cover a similar participant headcount to Sage Memorial Hospital Tax Sheltered Annuity? ▼
Among Other plans in other states, the closest by covered participants is Virtuous Management Group in FL (248 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 237314364.

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.