Other · DOL Form 5500 · 2023

Clayton Health Systems, Inc. Dba Union County General Hospital Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
85
Participants Small participant base
37th
Percentile by assets National rank
$38,866
Avg per participant Low balance/head
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Official DOL plan name: Section 403(b) Retirement Plan for Employees of Clayton Health Systems · Sponsored by Clayton Health Systems, Inc. Dba Union County General Hospital · New Mexico · Healthcare & Social Assistance

$3M in assets, 85 participants

Clayton Health Systems, Inc. Dba Union County General Hospital's Section 403(b) Retirement Plan for Employees of Clayton Health Systems reported $3M in total assets and 85 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,835 in Healthcare & Social Assistance (17,684 peers)

Clayton Health Systems, Inc. Dba Union County General Hospital multi-year trail

Clayton Health Systems, Inc. Dba Union County General Hospital's plans moved +36.0% in assets from 2022 to 2024; this filing shows Section 403(b) Retirement Plan for Employees of Clayton Health Systems at $3M / 85 participants.

#6,835
in Healthcare & Social Assistance (17,684 peers)
+19.8%
assets growth YoY

Section 403(b) Retirement Plan for Employees of Clayton Health Systems's mid-pack asset rank among Healthcare & Social Assistance and all filers

Section 403(b) Retirement Plan for Employees of Clayton Health Systems vs every filed plan by assets

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

$3,303,623 37th percentile higher than 37% 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

Section 403(b) Retirement Plan for Employees of Clayton Health Systems among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Section 403(b) Retirement Plan for Employees of Clayton Health Systems is a small filing (85 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Section 403(b) Retirement Plan for Employees of Clayton Health Systems reported net income rose from -$498K in the plan year 2022 filing to $545K in the plan year 2023 filing.
  • Section 403(b) Retirement Plan for Employees of Clayton Health Systems end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Section 403(b) Retirement Plan for Employees of Clayton Health Systems reported participants fell from 86 in the plan year 2022 filing to 85 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 850442957 · Clayton Health Systems, Inc. Dba Union County General Hospital PY 2023 · Other

Section 403(b) Retirement Plan for Employees of Clayton Health Systems · $3M · 85 · 37th

  • NET $3M
  • NET 85
  • NET 37th
  • NET Other
  • NET near Longwood at Oakmont Retirement Savings Plan
  • NET ind #6835

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 New Mexico →

Section 403(b) Retirement Plan for Employees of Clayton Health Systems in the asset neighbourhood

Longwood at Oakmont Retirement Savings PlanLongwood at Oakmont Retireme…$3MOakhurst Medical Centers 403(b) PlanOakhurst Medical Centers 403…$3MSection 403(b) Retirement Plan for Employees of Clayton Health SystemsSection 403(b) Retirement Pl…$3MCommunity Health Alliance Retirement PlanCommunity Health Alliance Re…$3MUnited Jewish Communities of Metrowest Nj Retirement PlanUnited Jewish Communities of…$3M
End-of-year total assets ($M) among Section 403(b) Retirement Plan for Employees of Clayton Health Systems and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Clayton Health Systems, Inc. Dba Union County General Hospital multi-year asset trail

Sponsor-wide plan assets over time

All Clayton Health Systems, Inc. Dba Union County General Hospital plans reported in each filing year

Latest sponsor-wide plan assets
$4M 36.020143827508505% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.76M $3.75M ▲ +35.9%
Year Plans Participants Total Assets
2022 1 86 $3M
2023 1 85 $3M
2024 1 83 $4M

Clayton Health Systems, Inc. Dba Union County General Hospital filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$545K
Employer EIN850442957
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in New Mexico

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

Section 403(b) Retirement Plan for Employees of Clayton Health Systems vs. nearby Other plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Section 403(b) Retirement Plan for Employees of Clayton Health Systems, Total assets ($M): 3.303623 · Participants: 85Section 403(b) Retirement Plan for Employees of Clayton Health SystemsPresbyterian Healthcare Services 403(b) Plan, Total assets ($M): 865.148227 · Participants: 11387Presbyterian Healthcare Services 403(b) PlanSan Juan Regional Medical Center 403(b) Plan, Total assets ($M): 131.12294 · Participants: 1887San Juan Regional Medical Center 403(b) PlanLovelace Biomedical Research Institute Tda and DC Plan, Total assets ($M): 111.015324 · Participants: 419Lovelace Biomedical Research Institute Tda and DC PlanAlbuquerque Academy Retirement Plan, Total assets ($M): 80.154887 · Participants: 281Albuquerque Academy Retirement PlanFirst Choice Community Healthcare 403(b) Plan, Total assets ($M): 30.925279 · Participants: 433First Choice Community Healthcare 403(b) Plan
Section 403(b) Retirement Plan for Employees of Clayton Health Systems vs. nearby Other plans in New Mexico, assets vs. participants

Section 403(b) Retirement Plan for Employees of Clayton Health Systems's out-of-state Other peers by assets and headcount

Outside New Mexico, the nearest Other by assets is Longwood at Oakmont Retirement Savings Plan in PA ($3M); by covered participants it is Hospice Brazos Valley, Inc. ERISA 403(b) Plan in TX (85 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (85 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 Section 403(b) Retirement Plan for Employees of Clayton Health Systems assets move in 2023?
Section 403(b) Retirement Plan for Employees of Clayton Health Systems grew sharply - up 19.8% during 2023, from $3M to $3M. Reported net income was $545K.
How have Clayton Health Systems, Inc. Dba Union County General Hospital plan assets changed over time?
Across 3 plan years on file (2022-2024), Clayton Health Systems, Inc. Dba Union County General Hospital's sponsor-wide assets grew 36.0%, from $3M to $4M.
Which Other plans are similar in size to Section 403(b) Retirement Plan for Employees of Clayton Health Systems?
Among Other plans in other states, the closest by assets is Longwood at Oakmont Retirement Savings Plan in PA ($3M, 270 participants).
Which Other plans cover a similar participant headcount to Section 403(b) Retirement Plan for Employees of Clayton Health Systems?
Among Other plans in other states, the closest by covered participants is Hospice Brazos Valley, Inc. ERISA 403(b) Plan in TX (85 participants, $4M in assets).