Other · DOL Form 5500 · 2023

Sun River Health, Inc. Retirement Plan

Data updated 2026-08-11

$137M
Total assets
1,885
Participants
93rd
Percentile by assets
$72,682
Avg per participant
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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.

  • 93rd percentile by assets (of 127,072 plans)
  • #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.

$137M
total plan assets (2023 EOY)
1,885
covered participants
93rd
percentile by assets (of 127,072 plans)
$72,682
avg assets per participant

Where Sun River Health, Inc. 403(b) Retirement Plan sits 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 $2,010,000,000 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

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 →

State
New York
Industry
Healthcare & Social Assistance

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Sun River Health, Inc. 403(b) Retirement Plan reports 1,885 participants - 2.4x that state average ($137M EOY assets).

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.)

$100M$120M$140M$160M$180M 202220232024 $115M $157M ▲ +36.6%
Total plan assets by year, all Sun River Health, Inc. plans on file
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 ($B) Participants Sun River Health, In…, Total assets ($B): 0.137005534 · Participants: 1885Sun River Health, In…Northwell Health 403…, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403…The Mount Sinai Medi…, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medi…University of Roches…, Total assets ($B): 7.214339559 · Participants: 28970University of Roches…Memorial Sloan Kette…, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kette…Retirement Plan for …, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for …
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… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Sun River Health, Inc. 403(b) Retirement Plan by total assets, not by location.

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).

Next read for Sun River Health, Inc. 403(b) Retirement…

Filing takeaways

Ways to act on Sun River Health, Inc. 403(b) Retirement Plan's numbers.

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.