Other · DOL Form 5500 · 2023
West River Health Service Foundation and Subsidiaries Retirement Plan
Data updated 2026-08-25
- $25M
- Total assets Below avg plan size
- 293
- Participants Below avg headcount
- 77th
- Percentile by assets National rank
- $86,218
- Avg per participant Below avg balance/head
Official DOL plan name: West River Health Service Foundation and Subsidiaries Tax Deferred Annuity Plan · Sponsored by West River Health Service Foundation and Subsidiaries · North Dakota · Healthcare & Social Assistance
$25M in assets, 293 participants
West River Health Service Foundation and Subsidiaries's West River Health Service Foundation and Subsidiaries Tax Deferred Annuity Plan reported $25M in total assets and 293 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.
- #14,187 in Healthcare & Social Assistance (17,684 peers)
Where West River Health Service Foundation and Subsidiaries Tax Deferred Annuity Plan sits by assets
West River Health Service Foundation and Subsidiaries Tax Deferred Annuity Plan sits in the top quartile of all filed plans by assets, $25M for 293 participants (~$86,218/participant), up 3.8% in 2023.
- #14,187
- in Healthcare & Social Assistance (17,684 peers)
- +3.8%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
West River Health Service Foundation and Subsidiaries Tax Deferred Annuity Plan's outsized position by total assets
West River Health Service Foundation and Subsidiaries Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$25,261,968 Top 23% higher than 77% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
West River Health Service Foundation and Subsidiaries Tax Deferred Annuity 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. West River Health Service Foundation and Subsidiaries Tax Deferred Annuity Plan sits mid-pack in the medium band (293 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- West River Health Service Foundation and Subsidiaries Tax Deferred Annuity Plan reported net income rose from -$6M in the plan year 2022 filing to $922K in the plan year 2023 filing.
- West River Health Service Foundation and Subsidiaries Tax Deferred Annuity Plan end-of-year assets rose from $24M in the plan year 2022 filing to $25M in the plan year 2023 filing.
- West River Health Service Foundation and Subsidiaries Tax Deferred Annuity Plan reported participants fell from 301 in the plan year 2022 filing to 293 in the plan year 2023 filing.
DOL schedule card
Filing strip 450411825 · West River Health Service Foundation and Subsidiaries PY 2023 · Other
West River Health Service Foundation and Subsidiaries Tax Deferred Annuity Plan · $25M · 293 · 77th
- ASSETS $25M
- PCT 293
- EIN 77th
- RANK Other
- PHOTO near Wellpoint Care Network 403(b) Retirement Plan
- IND ind #14187
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 North Dakota →
West River Health Service Foundation and Subsidiaries Tax Deferred Annuity Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $922K |
| Employer EIN | 450411825 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (West River Health Service Foundation and Subsidiaries)
Sponsor-wide plan assets over time
All West River Health Service Foundation and Subsidiaries plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 12.75674228586292% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 301 | $24M |
| 2023 | 1 | 293 | $25M |
| 2024 | 1 | 288 | $27M |
Nearby Other Plans in North Dakota
Peer Other plans, same state, same plan type, ranked by total assets.
- The 403(b) Thrift Plan of St. Alexius Medical Center and Garrison Memorial Hospital $165M · 1,491
- University of Mary Employee Retirement Plan $63M · 449
- University of Jamestown 403(b) DC Plan $25M · 357
- Able, Inc. 403(b) Plan $12M · 251
- Mckenzie County Healthcare Systems, Inc. 403(b) Plan $10M · 258
West River Health Service Foundation and Subsidiaries Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside North Dakota, the nearest Other by assets is Wellpoint Care Network 403(b) Retirement Plan in WI ($25M); by covered participants it is Riverview School, Inc. 403(b) Retirement Plan in MA (293 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
Similar participant headcount
Nearest other-state filings by covered participants (293 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.