Other · DOL Form 5500 · 2024
Clayton Health Systems, Inc. Dba Union County General Hospital Retirement Plan
Data updated 2026-08-11
- $4M
- Total assets
- 83
- Participants
- 37th
- Percentile by assets
- $45,201
- Avg per participant
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
$4M in assets, 83 participants
Clayton Health Systems, Inc. Dba Union County General Hospital's Section 403(b) Retirement Plan for Employees of Clayton Health Systems reported $4M in total assets and 83 participants in its 2024 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.
- 37th percentile by assets (of 123,622 plans)
- #6,518 in Healthcare & Social Assistance (16,916 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 $4M / 83 participants.
- $4M
- total plan assets (2024 EOY)
- 83
- covered participants
- 37th
- percentile by assets (of 123,622 plans)
- $45,201
- avg assets per participant
Where Section 403(b) Retirement Plan for Employees of Clayton Health Systems sits by total assets
Section 403(b) Retirement Plan for Employees of Clayton Health Systems vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,751,660 37th percentile higher than 37% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Section 403(b) Retirement Plan for Employees of Clayton Health Systems reported net income fell from $545K in the plan year 2023 filing to $448K in the plan year 2024 filing.
- Section 403(b) Retirement Plan for Employees of Clayton Health Systems end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Section 403(b) Retirement Plan for Employees of Clayton Health Systems reported participants fell from 85 in the plan year 2023 filing to 83 in the plan year 2024 filing.
Clayton Health Systems, Inc. Dba Union County General Hospital across 3 plan years on file
Across the 3 plan years Clayton Health Systems, Inc. Dba Union County General Hospital has on file (2022-2024), sponsor-wide plan assets have moved from $3M to $4M, a gain of 36.0%, while reported participants moved from 86 to 83 (-3.5%). Peak year by sponsor assets: 2024 ($4M); trough: 2022 ($3M).
Clayton Health Systems, Inc. Dba Union County General Hospital multi-year asset trail
| 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 (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $448K |
| Employer EIN | 850442957 |
| Plan Effective Date | 1996-07-01 |
| Filing Status | FILING 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
- Presbyterian Healthcare Services 403(b) Plan $968M · 11,856
- San Juan Regional Medical Center 403(b) Plan $142M · 1,883
- Lovelace Biomedical Research Institute Tda and DC Plan $123M · 418
- Albuquerque Academy Retirement Plan $83M · 271
- Holy Cross Hospital Retirement Savings Plan $27M · 491
Similar-Sized Other Plans Nationally
Other plans in other states closest to Section 403(b) Retirement Plan for Employees of Clayton Health Systems by total assets, not by location.
- Nowcap of Wyoming Tax Sheltered Retirement Annuity Plan (WY) $4M · 111
- Medcura Health, Inc. 403(b) Plan (GA) $4M · 143
- Upac 403b Plan (CA) $4M · 224
- Green Hills Retirement Savings Plan (OH) $4M · 232
Frequently Asked Questions
How did Section 403(b) Retirement Plan for Employees of Clayton Health Systems assets move in 2024? ▼
How have Clayton Health Systems, Inc. Dba Union County General Hospital plan assets changed over time? ▼
Which Other plans are similar in size to Section 403(b) Retirement Plan for Employees of Clayton Health Systems? ▼
Next read for Section 403(b) Retirement Plan for Emplo…
Multi-year trail
Ways to act on Section 403(b) Retirement Plan for Employees of Clayton Health Systems's numbers.
- By total assets, Section 403(b) Retirement Plan for Employees of Clayton Health Systems ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in New Mexico. Compare plans
- Clayton Health Systems, Inc. Dba Union County General Hospital's sponsor-wide assets have grown 36.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans