Other · DOL Form 5500 · 2023

Trinidad Area Health Association Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
239
Participants Below avg headcount
53rd
Percentile by assets National rank
$32,911
Avg per participant Low balance/head
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Official DOL plan name: Mt. San Rafael Hospital Retirement Plan · Sponsored by Trinidad Area Health Association · Colorado · Healthcare & Social Assistance

$8M in assets, 239 participants

Trinidad Area Health Association's Mt. San Rafael Hospital Retirement Plan reported $8M in total assets and 239 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #10,427 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 Retirement Plan at $8M / 239 participants.

#10,427
in Healthcare & Social Assistance (17,684 peers)
+21.9%
assets growth YoY

Mt. San Rafael Hospital Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

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

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

$7,865,823 Top 47% higher than 53% 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 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 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 Retirement Plan reported net income rose from -$737K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Mt. San Rafael Hospital Retirement Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Mt. San Rafael Hospital Retirement Plan reported participants fell from 242 in the plan year 2022 filing to 239 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 840586742 · Trinidad Area Health Association PY 2023 · Other

Mt. San Rafael Hospital Retirement Plan · $8M · 239 · 53rd

  • ASSETS $8M
  • ASSETS 239
  • ASSETS 53rd
  • ASSETS Other
  • ASSETS near Local 199 Laborers International Union of North America Annuity Plan
  • ASSETS ind #10427

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 Retirement Plan in the asset neighbourhood

Mt. San Rafael Hospital Retirement PlanMt. San Rafael Hospital Reti…$8MLocal 199 Laborers International Union of North America Annuity PlanLocal 199 Laborers Internati…$8MLearn Charter School 403(b) DC Plan and Learn Charter School 403(b) Tda PlanLearn Charter School 403(b) …$8MHealth Resources in Action, Inc. 401a DC PlanHealth Resources in Action, …$8MArea Agency on Aging District 7 403b PlanArea Agency on Aging Distric…$8M
End-of-year total assets ($M) among Mt. San Rafael Hospital Retirement Plan and nearest nationwide Other 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)$6M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN840586742
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Colorado

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

Mt. San Rafael Hospital Retirement Plan vs. nearby Other plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.5 Total assets ($B) Participants Mt. San Rafael Hospital Retirement Plan, Total assets ($B): 0.007865823 · Participants: 239Mt. San Rafael Hospital 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
Mt. San Rafael Hospital Retirement Plan vs. nearby Other plans in Colorado, assets vs. participants
Compare Mt. San Rafael Hospital Retirement Plan side-by-side with 3 peers →

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

Outside Colorado, the nearest Other by assets is Local 199 Laborers International Union of North America Annuity Plan in PA ($8M); by covered participants it is Lycee International De Los Angeles 403(b) Plan in CA (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 Retirement Plan assets move in 2023? ▼
Mt. San Rafael Hospital Retirement Plan grew sharply - up 21.9% during 2023, from $6M to $8M. Reported net income was $1M.
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 Other plans are similar in size to Mt. San Rafael Hospital Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Local 199 Laborers International Union of North America Annuity Plan in PA ($8M, 646 participants).
Which Other plans cover a similar participant headcount to Mt. San Rafael Hospital Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Lycee International De Los Angeles 403(b) Plan in CA (239 participants, N/A 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.