Other · DOL Form 5500 · 2023

National Jewish Health Retirement Plan

Data updated 2026-08-25

$331M
Total assets Above avg plan size
2,390
Participants Above avg headcount
96th
Percentile by assets National rank
$138,690
Avg per participant Near avg balance/head
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Official DOL plan name: 403 (B) Retirement Plan · Sponsored by National Jewish Health · Colorado · Healthcare & Social Assistance

$331M in assets, 2,390 participants

National Jewish Health's 403 (B) Retirement Plan reported $331M in total assets and 2,390 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #17,104 in Healthcare & Social Assistance (17,684 peers)

Coverage in Colorado

403 (B) Retirement Plan covers 2,390 participants in Colorado, 6.4x the typical Colorado plan (state average ~376 per filing). Assets: $331M.

#17,104
in Healthcare & Social Assistance (17,684 peers)
+12.4%
assets growth YoY
3.3×
vs typical plan assets (national mean)

403 (B) Retirement Plan's outsized position by total assets

403 (B) Retirement Plan vs every filed plan by assets

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

$331,467,960 Top 4% higher than 96% 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

403 (B) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403 (B) Retirement Plan lands in the large band (2,390 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403 (B) Retirement Plan reported net income rose from -$42M in the plan year 2022 filing to $37M in the plan year 2023 filing.
  • 403 (B) Retirement Plan end-of-year assets rose from $295M in the plan year 2022 filing to $331M in the plan year 2023 filing.
  • 403 (B) Retirement Plan reported participants rose from 2,341 in the plan year 2022 filing to 2,390 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 742044647 · National Jewish Health PY 2023 · Other

403 (B) Retirement Plan · $331M · 2,390 · 96th

  • NET $331M
  • BOOK 2,390
  • VS-ST 96th
  • BOY Other
  • SCH near Association of American Medical Colleges Def. Cont. Retirement Plan
  • EBSA ind #17104

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 →

403 (B) Retirement Plan in the asset neighbourhood

Association of American Medical Colleges Def. Cont. Retirement PlanAssociation of American Medi…$332M403 (B) Retirement Plan$331MAbington Memorial Hospital 403(b) Retirement Savings PlanAbington Memorial Hospital 4…$331MBlessing Corporate Services Employees Savings PlanBlessing Corporate Services …$330MUnited Health Services, Inc. 403(b) Retirement PlanUnited Health Services, Inc.…$330M
End-of-year total assets ($M) among 403 (B) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Colorado filing particulars

Total Assets (Beginning of Year)$295M
Net Assets (End of Year)$331M
Net Income$37M
Employer EIN742044647
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Jewish Health)

Sponsor-wide plan assets over time

All National Jewish Health plans reported in each filing year

Latest sponsor-wide plan assets
$356M 20.7476800617023% vs 2022
2024 filing year
$280M$300M$320M$340M$360M$380M 202220232024 $295M $356M ▲ +20.7%
Year Plans Participants Total Assets
2022 1 2,341 $295M
2023 1 2,390 $331M
2024 1 2,372 $356M

Nearby Other Plans in Colorado

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

403 (B) Retirement Plan vs. nearby Other plans in Colorado, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 0.20.40.60.811.2 Total assets ($B) Participants 403 (B) Retirement Plan, Total assets ($B): 0.33146796 · Participants: 2390403 (B) Retirement 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
403 (B) Retirement Plan vs. nearby Other plans in Colorado, assets vs. participants
Compare 403 (B) Retirement Plan side-by-side with 3 peers →

403 (B) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Colorado, the nearest Other by assets is Association of American Medical Colleges Def. Cont. Retirement Plan in DC ($332M); by covered participants it is Froedtert South, Inc. 401(a) Defined Contribution Retirement Plan in WI (2,387 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,390 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 403 (B) Retirement Plan assets move in 2023? ▼
403 (B) Retirement Plan grew at a solid clip - up 12.4% during 2023, from $295M to $331M. Reported net income was $37M.
How have National Jewish Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Jewish Health's sponsor-wide assets grew 20.7%, from $295M to $356M.
Where does 403 (B) Retirement Plan rank by assets among Form 5500 filers? ▼
403 (B) Retirement Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to 403 (B) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Association of American Medical Colleges Def. Cont. Retirement Plan in DC ($332M, 799 participants).
Which Other plans cover a similar participant headcount to 403 (B) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Froedtert South, Inc. 401(a) Defined Contribution Retirement Plan in WI (2,387 participants, $24M 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 742044647.

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.