Other · DOL Form 5500 · 2023

Regional Health Care Clinic, Inc. Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
159
Participants Small participant base
33rd
Percentile by assets National rank
$15,037
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Katy Trail Community Health 403(b) Plan · Sponsored by Regional Health Care Clinic, Inc. · Missouri · Healthcare & Social Assistance

$2M in assets, 159 participants

Regional Health Care Clinic, Inc.'s Katy Trail Community Health 403(b) Plan reported $2M in total assets and 159 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.

  • #5,696 in Healthcare & Social Assistance (17,684 peers)

Coverage in Missouri

Katy Trail Community Health 403(b) Plan covers 159 participants in Missouri, about 22% of the average Missouri filer (state average ~737 per filing). Assets: $2M.

#5,696
in Healthcare & Social Assistance (17,684 peers)
-0.8%
assets change YoY

The plan reported a net loss of $20K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Katy Trail Community Health 403(b) Plan among the smaller filed plans by assets

Katy Trail Community Health 403(b) Plan vs every filed plan by assets

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

$2,390,960 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

Katy Trail Community Health 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. Katy Trail Community Health 403(b) Plan sits mid-pack in the medium band (159 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Katy Trail Community Health 403(b) Plan reported net income rose from -$256K in the plan year 2022 filing to -$20K in the plan year 2023 filing.
  • Katy Trail Community Health 403(b) Plan reported participants rose from 146 in the plan year 2022 filing to 159 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 431879853 · Regional Health Care Clinic, Inc. PY 2023 · Other

Katy Trail Community Health 403(b) Plan · $2M · 159 · 33rd

  • PHOTO $2M
  • IND 159
  • EOY 33rd
  • 5500 Other
  • ASSETS near Northern Panhandle Head Start Retirement Savings Program
  • PCT ind #5696

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 Missouri →

Katy Trail Community Health 403(b) Plan in the asset neighbourhood

Katy Trail Community Health 403(b) PlanKaty Trail Community Health …$2MNorthern Panhandle Head Start Retirement Savings ProgramNorthern Panhandle Head Star…$2MPine Castle Retirement Plan$2MClausman & Associates Profit Sharing PlanClausman & Associates Profit…$2MWelcome House Inc. 403b Plan$2M
End-of-year total assets ($M) among Katy Trail Community Health 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$20K
Employer EIN431879853
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Regional Health Care Clinic, Inc.)

Sponsor-wide plan assets over time

All Regional Health Care Clinic, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 0.2871323476035317% vs 2022
2024 filing year
$2.38M$2.39M$2.4M$2.41M$2.42M 202220232024 $2.41M $2.4M ▼ -0.4%
Year Plans Participants Total Assets
2022 1 146 $2M
2023 1 159 $2M
2024 1 179 $2M

Nearby Other Plans in Missouri

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

Katy Trail Community Health 403(b) Plan vs. nearby Other plans in Missouri, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -202468 Total assets ($B) Participants Katy Trail Community Health 403(b) Plan, Total assets ($B): 0.00239096 · Participants: 159Katy Trail Community Health 403(b) PlanWashington University Retirement Savings Plan, Total assets ($B): 6.741301721 · Participants: 25521Washington University Retirement Savings PlanChildren's Mercy Hospital Tax-Deferred Annuity Retirement Plan, Total assets ($B): 0.969276726 · Participants: 8984Children's Mercy Hospital Tax-Deferred Annuity Retirement PlanSaint Louis University 403(b) Annuity Plan, Total assets ($B): 0.909883587 · Participants: 4784Saint Louis University 403(b) Annuity PlanCox Savings Incentive Plan, Total assets ($B): 0.836087645 · Participants: 12220Cox Savings Incentive PlanBjc 403(b) Plan, Total assets ($B): 0.448402831 · Participants: 5284Bjc 403(b) Plan
Katy Trail Community Health 403(b) Plan vs. nearby Other plans in Missouri, assets vs. participants

Katy Trail Community Health 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Missouri, the nearest Other by assets is Northern Panhandle Head Start Retirement Savings Program in WV ($2M); by covered participants it is New America Foundation 403(b) DC Plan in DC (159 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (159 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 Katy Trail Community Health 403(b) Plan assets move in 2023?
Katy Trail Community Health 403(b) Plan held essentially flat - down 0.8% during 2023, from $2M to $2M. Reported net income was -$20K.
How have Regional Health Care Clinic, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Regional Health Care Clinic, Inc.'s sponsor-wide assets declined 0.3%, from $2M to $2M.
Which Other plans are similar in size to Katy Trail Community Health 403(b) Plan?
Among Other plans in other states, the closest by assets is Northern Panhandle Head Start Retirement Savings Program in WV ($2M, 98 participants).
Which Other plans cover a similar participant headcount to Katy Trail Community Health 403(b) Plan?
Among Other plans in other states, the closest by covered participants is New America Foundation 403(b) DC Plan in DC (159 participants, $41M in assets).