Other · DOL Form 5500 · 2023

Summitstone Health Partners Retirement Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
471
Participants Below avg headcount
69th
Percentile by assets National rank
$35,442
Avg per participant Low balance/head
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Official DOL plan name: Summitstone Health Partners 403(b) Retirement Plan · Sponsored by Summitstone Health Partners · Colorado · Healthcare & Social Assistance

$17M in assets, 471 participants

Summitstone Health Partners's Summitstone Health Partners 403(b) Retirement Plan reported $17M in total assets and 471 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.

  • #13,092 in Healthcare & Social Assistance (17,684 peers)

Summitstone Health Partners multi-year trail

Summitstone Health Partners's plans moved +39.8% in assets from 2022 to 2024; this filing shows Summitstone Health Partners 403(b) Retirement Plan at $17M / 471 participants.

#13,092
in Healthcare & Social Assistance (17,684 peers)
+29.6%
assets growth YoY

Summitstone Health Partners 403(b) Retirement Plan's outsized position by total assets

Summitstone Health Partners 403(b) Retirement Plan vs every filed plan by assets

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

$16,693,069 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

Summitstone Health Partners 403(b) Retirement 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. Summitstone Health Partners 403(b) Retirement Plan sits mid-pack in the medium band (471 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Summitstone Health Partners 403(b) Retirement Plan reported net income rose from -$576K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Summitstone Health Partners 403(b) Retirement Plan end-of-year assets rose from $13M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Summitstone Health Partners 403(b) Retirement Plan reported participants rose from 418 in the plan year 2022 filing to 471 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 841512383 · Summitstone Health Partners PY 2023 · Other

Summitstone Health Partners 403(b) Retirement Plan · $17M · 471 · 69th

  • PART $17M
  • TYPE 471
  • NET 69th
  • BOOK Other
  • VS-ST near Cope Retirement 403(b) Plan
  • BOY ind #13092

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 →

Summitstone Health Partners 403(b) Retirement Plan in the asset neighbourhood

New England Interstate Water Pollution Control Commission 403(b) Tax Sheltered Annuity PlanNew England Interstate Water…$17MThe Alfred & Adele Davis Academy, Inc. DC PlanThe Alfred & Adele Davis Aca…$17MSummitstone Health Partners 403(b) Retirement PlanSummitstone Health Partners …$17MCope Retirement 403(b) Plan$17MCommunity Connections 403(b) PlanCommunity Connections 403(b)…$17M
End-of-year total assets ($M) among Summitstone Health Partners 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Summitstone Health Partners multi-year asset trail

Sponsor-wide plan assets over time

All Summitstone Health Partners plans reported in each filing year

Latest sponsor-wide plan assets
$18M 39.82977912652622% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $12.9M $18M ▲ +39.8%
Year Plans Participants Total Assets
2022 1 418 $13M
2023 1 471 $17M
2024 1 668 $18M

Summitstone Health Partners filing trail (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$17M
Net Income$4M
Employer EIN841512383
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Colorado

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

Summitstone Health Partners 403(b) Retirement Plan vs. nearby Other plans in Colorado, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 -0.500.511.5 Total assets ($B) Participants Summitstone Health Partners 403(b) Retirement Plan, Total assets ($B): 0.016693069 · Participants: 471Summitstone Health Partners 403(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
Summitstone Health Partners 403(b) Retirement Plan vs. nearby Other plans in Colorado, assets vs. participants
Compare Summitstone Health Partners 403(b) Retirement Plan side-by-side with 3 peers →

Summitstone Health Partners 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Colorado, the nearest Other by assets is Cope Retirement 403(b) Plan in AZ ($17M); by covered participants it is Bellarmine University Defined Contribution Plan in KY (471 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (471 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 Summitstone Health Partners 403(b) Retirement Plan assets move in 2023? ▼
Summitstone Health Partners 403(b) Retirement Plan grew sharply - up 29.6% during 2023, from $13M to $17M. Reported net income was $4M.
How have Summitstone Health Partners plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Summitstone Health Partners's sponsor-wide assets grew 39.8%, from $13M to $18M.
Which Other plans are similar in size to Summitstone Health Partners 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Cope Retirement 403(b) Plan in AZ ($17M, 401 participants).
Which Other plans cover a similar participant headcount to Summitstone Health Partners 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Bellarmine University Defined Contribution Plan in KY (471 participants, $99M 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 841512383.

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.