Other · DOL Form 5500 · 2024
Fountain Valley School of Colorado Retirement Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 94
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $245,996
- Avg per participant Above avg balance/head
Official DOL plan name: Fountain Valley School Defined Contribution Retirement Plan · Sponsored by Fountain Valley School of Colorado · Colorado · Educational Services
$23M in assets, 94 participants
Fountain Valley School of Colorado's Fountain Valley School Defined Contribution Retirement Plan reported $23M in total assets and 94 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- #2,052 in Educational Services (3,638 peers)
Fountain Valley School of Colorado multi-year trail
Fountain Valley School of Colorado's plans moved +22.7% in assets from 2022 to 2024; this filing shows Fountain Valley School Defined Contribution Retirement Plan at $23M / 94 participants.
- #2,052
- in Educational Services (3,638 peers)
- +11.4%
- assets growth YoY
Fountain Valley School Defined Contribution Retirement Plan's outsized position by total assets
Fountain Valley School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$23,123,614 Top 27% higher than 73% 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
Fountain Valley School Defined Contribution Retirement Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fountain Valley School Defined Contribution Retirement Plan is a small filing (94 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Fountain Valley School Defined Contribution Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Fountain Valley School Defined Contribution Retirement Plan end-of-year assets rose from $21M in the plan year 2023 filing to $23M in the plan year 2024 filing.
- Fountain Valley School Defined Contribution Retirement Plan reported participants rose from 91 in the plan year 2023 filing to 94 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 840423922 · Fountain Valley School of Colorado PY 2024 · Other
Fountain Valley School Defined Contribution Retirement Plan · $23M · 94 · 73rd
- VS-ST $23M
- VS-ST 94
- VS-ST 73rd
- VS-ST Other
- VS-ST near Oakridge School 403(b) Tda Plan
- VS-ST ind #2052
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 Educational Services retirement plans → · Plans in Colorado →
Fountain Valley School Defined Contribution Retirement Plan in the asset neighbourhood
Fountain Valley School of Colorado multi-year asset trail
Sponsor-wide plan assets over time
All Fountain Valley School of Colorado plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 22.733866614976467% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 89 | $19M |
| 2023 | 1 | 91 | $21M |
| 2024 | 1 | 94 | $23M |
Fountain Valley School of Colorado filing trail (2024)
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $2M |
| Employer EIN | 840423922 |
| Plan Effective Date | 1959-09-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Colorado
Peer Other plans, same state, same plan type, ranked by total assets.
- Ucar Retirement Plan $1.2B · 1,662
- Children's Hospital Colorado 403(b) Plan $1.0B · 9,224
- University of Denver Retirement Plan $909M · 7,356
- Nrel 403(b) Employee Savings Plan $625M · 3,207
- Colorado College Retirement Benefit Plan $382M · 717
Fountain Valley School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Colorado, the nearest Other by assets is Oakridge School 403(b) Tda Plan in TX ($23M); by covered participants it is Harding Academy Tax Deferred Annuity Plan in TN (94 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- Oakridge School 403(b) Tda Plan (TX) $23M · 210
- Skillpath Retirement Savings Plan (KS) $23M · 97
- Icuf Multiple Employer Plan (FL) $23M · 385
- Everyage 403(b) Retirement Plan (NC) $23M · 968
Similar participant headcount
Nearest other-state filings by covered participants (94 participants); asset peers above are excluded.
- Harding Academy Tax Deferred Annuity Plan (TN) 94 · 0 off
- Walpole Area Visiting Nurse Association 403(b) Retirement Plan (MA) 94 · 0 off
- Dorcas International Institute of Rhode Island 403(b) Retirement Plan (RI) 94 · 0 off
- Saint Ursula Academy of Cincinnati, Inc. 403(b) Retirement Plan (OH) 94 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.