Other · DOL Form 5500 · 2024
Clayton Health Systems, Inc. Dba Union County General Hospital Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 83
- Participants Small participant base
- 37th
- Percentile by assets National rank
- $45,201
- Avg per participant Low balance/head
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.
- #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.
- #6,518
- in Healthcare & Social Assistance (16,916 peers)
- +13.6%
- 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 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
Section 403(b) Retirement Plan for Employees of Clayton Health Systems among smaller filed plans by headcount
Plan-year 2024 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 (83 participants) on this national headcount ladder.
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.
EBSA filing schedule strip
Filing strip 850442957 · Clayton Health Systems, Inc. Dba Union County General Hospital PY 2024 · Other
Section 403(b) Retirement Plan for Employees of Clayton Health Systems · $4M · 83 · 37th
- IND $4M
- IND 83
- IND 37th
- IND Other
- IND near Nowcap of Wyoming Tax Sheltered Retirement Annuity Plan
- IND ind #6518
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
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
| 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.
- 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
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 Nowcap of Wyoming Tax Sheltered Retirement Annuity Plan in WY ($4M); by covered participants it is Legal Aid Society of Nassau County 403(b) Plan in NY (83 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (83 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.