Profit Sharing · DOL Form 5500 · 2023

Trinidad Area Health Association Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
239
Participants Below avg headcount
33rd
Percentile by assets National rank
$10,583
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mt. San Rafael Hospital Matching Retirement Plan · Sponsored by Trinidad Area Health Association · Colorado · Healthcare & Social Assistance

$3M in assets, 239 participants

Trinidad Area Health Association's Mt. San Rafael Hospital Matching Retirement Plan reported $3M in total assets and 239 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,858 in Healthcare & Social Assistance (17,684 peers)

Trinidad Area Health Association multi-year trail

Trinidad Area Health Association's plans moved +41.9% in assets from 2022 to 2024; this filing shows Mt. San Rafael Hospital Matching Retirement Plan at $3M / 239 participants.

#5,858
in Healthcare & Social Assistance (17,684 peers)
+19.5%
assets growth YoY

Mt. San Rafael Hospital Matching Retirement Plan among the smaller filed plans by assets

Mt. San Rafael Hospital Matching Retirement Plan vs every filed plan by assets

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

$2,529,271 33rd percentile higher than 33% 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

Mt. San Rafael Hospital Matching 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. Mt. San Rafael Hospital Matching Retirement Plan sits mid-pack in the medium band (239 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mt. San Rafael Hospital Matching Retirement Plan reported net income rose from -$193K in the plan year 2022 filing to $413K in the plan year 2023 filing.
  • Mt. San Rafael Hospital Matching Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Mt. San Rafael Hospital Matching Retirement Plan reported participants rose from 211 in the plan year 2022 filing to 239 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 840586742 · Trinidad Area Health Association PY 2023 · Profit Sharing

Mt. San Rafael Hospital Matching Retirement Plan · $3M · 239 · 33rd

  • BOOK $3M
  • VS-ST 239
  • BOY 33rd
  • SCH Profit Sharing
  • EBSA near Bachman,Kulik,Reinsmith Funeral Home,PC Defined Contribution Psp
  • PART ind #5858

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 →

Mt. San Rafael Hospital Matching Retirement Plan in the asset neighbourhood

Mt. San Rafael Hospital Matching Retirement PlanMt. San Rafael Hospital Matc…$3MBachman,Kulik,Reinsmith Funeral Home,PC Defined Contribution PspBachman,Kulik,Reinsmith Fune…$3MCapitol Carton Profit Sharing PlanCapitol Carton Profit Sharin…$3MKenneth D Schmidt Ground Water Qty Consultant Profit Sharing PlanKenneth D Schmidt Ground Wat…$3MDitp Business Ventures, Inc. Retirement PlanDitp Business Ventures, Inc.…$3M
End-of-year total assets ($M) among Mt. San Rafael Hospital Matching Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Trinidad Area Health Association multi-year asset trail

Sponsor-wide plan assets over time

All Trinidad Area Health Association plans reported in each filing year

Latest sponsor-wide plan assets
$12M 41.89241319888503% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.57M $12.2M ▲ +41.9%
Year Plans Participants Total Assets
2022 2 453 $9M
2023 2 478 $10M
2024 2 458 $12M

Trinidad Area Health Association filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$413K
Employer EIN840586742
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Colorado

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

Mt. San Rafael Hospital Matching Retirement Plan vs. nearby Profit Sharing plans in Colorado, assets vs. participants Scatter plot of 6 data points. -500050010001500 -20020406080 Total assets ($M) Participants Mt. San Rafael Hospital Matching Retirement Plan, Total assets ($M): 2.529271 · Participants: 239Mt. San Rafael Hospital Matching Retirement PlanHensel Phelps Hourly Retirement Plan, Total assets ($M): 58.660079 · Participants: 695Hensel Phelps Hourly Retirement PlanLiberty Pr Mobility 401(k) Savings Plans, Total assets ($M): 43.07945 · Participants: 1212Liberty Pr Mobility 401(k) Savings PlansAmended & Restated Profit Sharing Plan of Midwest Pms, Total assets ($M): 38.087891 · Participants: 133Amended & Restated Profit Sharing Plan of Midwest PmsPeterson Company Profit-Sharing Plan, Total assets ($M): 18.249977 · Participants: 26Peterson Company Profit-Sharing PlanRetirement Plan of Public Broadcasting of Colorado, Inc., Total assets ($M): 16.472083 · Participants: 182Retirement Plan of Public Broadcasting of Colorado, Inc.
Mt. San Rafael Hospital Matching Retirement Plan vs. nearby Profit Sharing plans in Colorado, assets vs. participants
Compare Mt. San Rafael Hospital Matching Retirement Plan side-by-side with 3 peers →

Mt. San Rafael Hospital Matching Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Colorado, the nearest Profit Sharing by assets is Bachman,Kulik,Reinsmith Funeral Home,PC Defined Contribution Psp in PA ($3M); by covered participants it is Mahaska Bottling Company 401(k) Plan in IA (239 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (239 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 Mt. San Rafael Hospital Matching Retirement Plan assets move in 2023? ▼
Mt. San Rafael Hospital Matching Retirement Plan grew sharply - up 19.5% during 2023, from $2M to $3M. Reported net income was $413K.
How have Trinidad Area Health Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trinidad Area Health Association's sponsor-wide assets grew 41.9%, from $9M to $12M.
Which Profit Sharing plans are similar in size to Mt. San Rafael Hospital Matching Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Bachman,Kulik,Reinsmith Funeral Home,PC Defined Contribution Psp in PA ($3M, 8 participants).
Which Profit Sharing plans cover a similar participant headcount to Mt. San Rafael Hospital Matching Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Mahaska Bottling Company 401(k) Plan in IA (239 participants, $14M 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 840586742.

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.