Money Purchase · DOL Form 5500 · 2023

San Luis Valley Health Money Purchase Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
586
Participants Below avg headcount
69th
Percentile by assets National rank
$27,682
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: San Luis Valley Health Money Purchase Plan · Sponsored by San Luis Valley Health · Colorado · Healthcare & Social Assistance

$16M in assets, 586 participants

San Luis Valley Health's San Luis Valley Health Money Purchase Plan reported $16M in total assets and 586 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #13,023 in Healthcare & Social Assistance (17,684 peers)

San Luis Valley Health multi-year trail

San Luis Valley Health's plans moved +31.3% in assets from 2022 to 2024; this filing shows San Luis Valley Health Money Purchase Plan at $16M / 586 participants.

#13,023
in Healthcare & Social Assistance (17,684 peers)
+15.0%
assets growth YoY

San Luis Valley Health Money Purchase Plan's outsized position by total assets

San Luis Valley Health Money Purchase Plan vs every filed plan by assets

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

$16,221,654 Top 31% higher than 69% 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

San Luis Valley Health Money Purchase 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. San Luis Valley Health Money Purchase Plan sits mid-pack in the medium band (586 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • San Luis Valley Health Money Purchase Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • San Luis Valley Health Money Purchase Plan end-of-year assets rose from $14M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • San Luis Valley Health Money Purchase Plan reported participants rose from 574 in the plan year 2022 filing to 586 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 840255530 · San Luis Valley Health PY 2023 · Money Purchase

San Luis Valley Health Money Purchase Plan · $16M · 586 · 69th

  • EBSA $16M
  • PART 586
  • TYPE 69th
  • NET Money Purchase
  • BOOK near Clarion Healthcare System, Inc. Pension Plan
  • VS-ST ind #13023

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 →

San Luis Valley Health Money Purchase Plan in the asset neighbourhood

The Steamfitters Industry Fund Office Money Purchase Pension PlanThe Steamfitters Industry Fu…$16MStage Employees Local No 18 Retirement PlanStage Employees Local No 18 …$16MSan Luis Valley Health Money Purchase PlanSan Luis Valley Health Money…$16MClarion Healthcare System, Inc. Pension PlanClarion Healthcare System, I…$16MBrooklyn Navy Yard Development Corp. Pension PlanBrooklyn Navy Yard Developme…$16M
End-of-year total assets ($M) among San Luis Valley Health Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

San Luis Valley Health multi-year asset trail

Sponsor-wide plan assets over time

All San Luis Valley Health plans reported in each filing year

Latest sponsor-wide plan assets
$55M 31.34780254321691% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $41.9M $55M ▲ +31.3%
Year Plans Participants Total Assets
2022 2 1,329 $42M
2023 2 1,310 $48M
2024 2 1,327 $55M

San Luis Valley Health filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN840255530
Plan Effective Date1976-07-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Colorado

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

San Luis Valley Health Money Purchase Plan vs. nearby Money Purchase plans in Colorado, assets vs. participants Scatter plot of 6 data points. -500050010001500 102030405060 Total assets ($M) Participants San Luis Valley Health Money Purchase Plan, Total assets ($M): 16.221654 · Participants: 586San Luis Valley Health Money Purchase PlanValley View Hospital Money Purchase Plan, Total assets ($M): 50.860594 · Participants: 1023Valley View Hospital Money Purchase PlanSalud Family Health Retirement Plan, Total assets ($M): 30.37798 · Participants: 534Salud Family Health Retirement PlanCritical Care & Pulmonary Consultants, PC, Money Purchase Pension Plan, Total assets ($M): 23.299765 · Participants: 90Critical Care & Pulmonary Consultants, PC, Money Purchase Pension PlanAmerican Medical Response Hawaii Money Purchase Pension Plan, Total assets ($M): 19.586505 · Participants: 36American Medical Response Hawaii Money Purchase Pension PlanColorado Symphony Orchestra Money Purchase Pension Plan, Total assets ($M): 12.661576 · Participants: 78Colorado Symphony Orchestra Money Purchase Pension Plan
San Luis Valley Health Money Purchase Plan vs. nearby Money Purchase plans in Colorado, assets vs. participants
Compare San Luis Valley Health Money Purchase Plan side-by-side with 3 peers →

San Luis Valley Health Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside Colorado, the nearest Money Purchase by assets is Clarion Healthcare System, Inc. Pension Plan in PA ($16M); by covered participants it is The Contractors Retirement Plan in TX (590 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (586 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 San Luis Valley Health Money Purchase Plan assets move in 2023? ▼
San Luis Valley Health Money Purchase Plan grew sharply - up 15.0% during 2023, from $14M to $16M. Reported net income was $2M.
How have San Luis Valley Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), San Luis Valley Health's sponsor-wide assets grew 31.3%, from $42M to $55M.
Which Money Purchase plans are similar in size to San Luis Valley Health Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Clarion Healthcare System, Inc. Pension Plan in PA ($16M, 213 participants).
Which Money Purchase plans cover a similar participant headcount to San Luis Valley Health Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is The Contractors Retirement Plan in TX (590 participants, $2M 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 840255530.

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.