Other · DOL Form 5500 · 2023

Sun River Health, Inc. Retirement Plan

Data updated 2026-08-25

$137M
Total assets Near avg plan size
1,885
Participants Near avg headcount
93rd
Percentile by assets National rank
$72,682
Avg per participant Below avg balance/head
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Official DOL plan name: Sun River Health, Inc. 403(b) Retirement Plan · Sponsored by Sun River Health, Inc. · New York · Healthcare & Social Assistance

$137M in assets, 1,885 participants

Sun River Health, Inc.'s Sun River Health, Inc. 403(b) Retirement Plan reported $137M in total assets and 1,885 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #16,621 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

Sun River Health, Inc. 403(b) Retirement Plan covers 1,885 participants in New York, 2.4x the typical New York plan (state average ~798 per filing). Assets: $137M.

#16,621
in Healthcare & Social Assistance (17,684 peers)
+19.5%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Sun River Health, Inc. 403(b) Retirement Plan's outsized position by total assets

Sun River Health, Inc. 403(b) Retirement Plan vs every filed plan by assets

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

$137,005,534 Top 7% higher than 93% 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

Sun River Health, Inc. 403(b) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sun River Health, Inc. 403(b) Retirement Plan lands in the large band (1,885 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sun River Health, Inc. 403(b) Retirement Plan reported net income rose from -$15M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Sun River Health, Inc. 403(b) Retirement Plan end-of-year assets rose from $115M in the plan year 2022 filing to $137M in the plan year 2023 filing.
  • Sun River Health, Inc. 403(b) Retirement Plan reported participants rose from 1,656 in the plan year 2022 filing to 1,885 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 132828349 · Sun River Health, Inc. PY 2023 · Other

Sun River Health, Inc. 403(b) Retirement Plan · $137M · 1,885 · 93rd

  • BOOK $137M
  • VS-ST 1,885
  • BOY 93rd
  • SCH Other
  • EBSA near Lake Forest College Retirement Plan for Faculty and Staff
  • PART ind #16621

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 York →

Sun River Health, Inc. 403(b) Retirement Plan in the asset neighbourhood

Mary Free Bed Rehabilitation Hospital 403(b) PlanMary Free Bed Rehabilitation…$137MAssumption University Defined Contribution Retirement PlanAssumption University Define…$137MSun River Health, Inc. 403(b) Retirement PlanSun River Health, Inc. 403(b…$137MLake Forest College Retirement Plan for Faculty and StaffLake Forest College Retireme…$137MPhiladelphia Museum of Art 403(b) Retirement and Savings PlanPhiladelphia Museum of Art 4…$137M
End-of-year total assets ($M) among Sun River Health, Inc. 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$115M
Net Assets (End of Year)$137M
Net Income$22M
Employer EIN132828349
Plan Effective Date1987-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sun River Health, Inc.)

Sponsor-wide plan assets over time

All Sun River Health, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$157M 36.608575670476796% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $115M $157M ▲ +36.6%
Year Plans Participants Total Assets
2022 1 1,656 $115M
2023 1 1,885 $137M
2024 1 1,838 $157M

Nearby Other Plans in New York

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

Sun River Health, Inc. 403(b) Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Sun River Health, Inc. 403(b) Retirement Plan, Total assets ($B): 0.137005534 · Participants: 1885Sun River Health, Inc. 403(b) Retirement PlanNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
Sun River Health, Inc. 403(b) Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare Sun River Health, Inc. 403(b) Retirement Plan side-by-side with 3 peers →

Sun River Health, Inc. 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Lake Forest College Retirement Plan for Faculty and Staff in IL ($137M); by covered participants it is Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan in MA (1,883 participants). Same-state nearby plans are listed separately above.

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 Sun River Health, Inc. 403(b) Retirement Plan assets move in 2023? ▼
Sun River Health, Inc. 403(b) Retirement Plan grew sharply - up 19.5% during 2023, from $115M to $137M. Reported net income was $22M.
How have Sun River Health, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sun River Health, Inc.'s sponsor-wide assets grew 36.6%, from $115M to $157M.
Where does Sun River Health, Inc. 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Sun River Health, Inc. 403(b) Retirement Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Sun River Health, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Lake Forest College Retirement Plan for Faculty and Staff in IL ($137M, 345 participants).
Which Other plans cover a similar participant headcount to Sun River Health, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan in MA (1,883 participants, $1.1B 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 132828349.

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.