Other · DOL Form 5500 · 2023

Sun Valley Community School, Inc. Retirement Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
133
Participants Small participant base
76th
Percentile by assets National rank
$186,353
Avg per participant Above avg balance/head
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Official DOL plan name: Sun Valley Community School, Inc. 403(b) Plan · Sponsored by Sun Valley Community School, Inc. · Idaho · Educational Services

$25M in assets, 133 participants

Sun Valley Community School, Inc.'s Sun Valley Community School, Inc. 403(b) Plan reported $25M in total assets and 133 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #2,259 in Educational Services (3,735 peers)

Coverage in Idaho

Sun Valley Community School, Inc. 403(b) Plan covers 133 participants in Idaho, about 38% of the average Idaho filer (state average ~347 per filing). Assets: $25M.

#2,259
in Educational Services (3,735 peers)
+15.2%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Sun Valley Community School, Inc. 403(b) Plan's outsized position by total assets

Sun Valley Community School, Inc. 403(b) Plan vs every filed plan by assets

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

$24,785,009 Top 24% higher than 76% 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

Sun Valley Community School, Inc. 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. Sun Valley Community School, Inc. 403(b) Plan sits mid-pack in the medium band (133 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sun Valley Community School, Inc. 403(b) Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Sun Valley Community School, Inc. 403(b) Plan end-of-year assets rose from $22M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Sun Valley Community School, Inc. 403(b) Plan reported participants fell from 135 in the plan year 2022 filing to 133 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 820307094 · Sun Valley Community School, Inc. PY 2023 · Other

Sun Valley Community School, Inc. 403(b) Plan · $25M · 133 · 76th

  • NET $25M
  • BOOK 133
  • VS-ST 76th
  • BOY Other
  • SCH near The Chicago Public Media, Inc. Tax Deferred Annuity (Tda) Plan
  • EBSA ind #2259

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 Educational Services retirement plans → · Plans in Idaho →

Sun Valley Community School, Inc. 403(b) Plan in the asset neighbourhood

Silicon Valley Community Foundation 403(b) Retirement PlanSilicon Valley Community Fou…$25MThe Chicago Public Media, Inc. Tax Deferred Annuity (Tda) PlanThe Chicago Public Media, In…$25MSun Valley Community School, Inc. 403(b) PlanSun Valley Community School,…$25MPortledge School Retirement Plan RaPortledge School Retirement …$25MNorton Sound Health Corporation Employee Tax-Deferred 403(b) PlanNorton Sound Health Corporat…$25M
End-of-year total assets ($M) among Sun Valley Community School, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Idaho filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$25M
Net Income$3M
Employer EIN820307094
Plan Effective Date1973-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sun Valley Community School, Inc.)

Sponsor-wide plan assets over time

All Sun Valley Community School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 31.116632770729712% vs 2022
2024 filing year
$20M$25M$30M 202220232024 $21.5M $28.2M ▲ +31.1%
Year Plans Participants Total Assets
2022 1 135 $22M
2023 1 133 $25M
2024 1 143 $28M

Nearby Other Plans in Idaho

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

Sun Valley Community School, Inc. 403(b) Plan vs. nearby Other plans in Idaho, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -500050010001500 Total assets ($M) Participants Sun Valley Community School, Inc. 403(b) Plan, Total assets ($M): 24.785009 · Participants: 133Sun Valley Community School, Inc. 403(b) 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) PlanBonner General Hospital 403(b) Plan, Total assets ($M): 22.227114 · Participants: 491Bonner General Hospital 403(b) Plan
Sun Valley Community School, Inc. 403(b) Plan vs. nearby Other plans in Idaho, assets vs. participants
Compare Sun Valley Community School, Inc. 403(b) Plan side-by-side with 3 peers →

Sun Valley Community School, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Idaho, the nearest Other by assets is The Chicago Public Media, Inc. Tax Deferred Annuity (Tda) Plan in IL ($25M); by covered participants it is University of Western States 403(b) Plan in OR (133 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (133 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 Sun Valley Community School, Inc. 403(b) Plan assets move in 2023? ▼
Sun Valley Community School, Inc. 403(b) Plan grew sharply - up 15.2% during 2023, from $22M to $25M. Reported net income was $3M.
How have Sun Valley Community School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sun Valley Community School, Inc.'s sponsor-wide assets grew 31.1%, from $22M to $28M.
Where does Sun Valley Community School, Inc. 403(b) Plan rank by assets among Form 5500 filers? ▼
Sun Valley Community School, Inc. 403(b) Plan ranks in the 76th 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 Sun Valley Community School, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is The Chicago Public Media, Inc. Tax Deferred Annuity (Tda) Plan in IL ($25M, 148 participants).
Which Other plans cover a similar participant headcount to Sun Valley Community School, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is University of Western States 403(b) Plan in OR (133 participants, $38M 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 820307094.

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.