San Luis Valley Health Money Purchase Plan

Money Purchase · DOL Form 5500 · 2023

What the Filing Says About San Luis Valley Health Money Purchase Plan

San Luis Valley Health Money Purchase Plan is a Money Purchase retirement plan sponsored by San Luis Valley Health, headquartered in Colorado. According to the U.S. Department of Labor's 2023 Form 5500 filing, the plan reports $16M in total end-of-year assets and covers 586 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 840255530, and the plan has been effective since 1976-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets grew sharply from $14M at the beginning of 2023 to $16M at year-end - up 15.0%. Net assets (after liabilities) closed the year at $16M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Across the 3 plan years San Luis Valley Health has on file with PlainRetire (2022-2024), sponsor-wide plan assets have moved from $42M to $55M, a gain of 31.3%, while reported participants moved from 1,329 to 1,327 (-0.2%). The strongest year on file by total sponsor assets was 2024 at $55M; the softest was 2022 at $42M. Year-by-year, sponsor-wide filings show: 2022 - $42M in assets across 2 plans covering 1,329 participants; 2023 - $48M in assets across 2 plans covering 1,310 participants; 2024 - $55M in assets across 2 plans covering 1,327 participants.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

How the percentile is calculated: we count every plan that filed a 2023 Form 5500 with a reported end-of-year asset figure (126,618 plans), rank San Luis Valley Health Money Purchase Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.