Other · DOL Form 5500 · 2024

Colorado Health Benefit Exchange Retirement Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
207
Participants Below avg headcount
67th
Percentile by assets National rank
$82,291
Avg per participant Below avg balance/head
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Official DOL plan name: Colorado Health Benefit Exchange 403(b) Plan · Sponsored by Colorado Health Benefit Exchange · Colorado · Finance & Insurance

$17M in assets, 207 participants

Colorado Health Benefit Exchange's Colorado Health Benefit Exchange 403(b) Plan reported $17M in total assets and 207 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #4,408 in Finance & Insurance (8,549 peers)

Colorado Health Benefit Exchange multi-year trail

Colorado Health Benefit Exchange's plans moved +89.2% in assets from 2022 to 2024; this filing shows Colorado Health Benefit Exchange 403(b) Plan at $17M / 207 participants.

#4,408
in Finance & Insurance (8,549 peers)
+34.8%
assets growth YoY

Colorado Health Benefit Exchange 403(b) Plan's outsized position by total assets

Colorado Health Benefit Exchange 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$17,034,243 Top 33% higher than 67% of 123,620 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 2024

Colorado Health Benefit Exchange 403(b) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Colorado Health Benefit Exchange 403(b) Plan sits mid-pack in the medium band (207 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Colorado Health Benefit Exchange 403(b) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Colorado Health Benefit Exchange 403(b) Plan reported participants rose from 164 in the plan year 2023 filing to 207 in the plan year 2024 filing.
  • Colorado Health Benefit Exchange 403(b) Plan reported net income rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 453733823 · Colorado Health Benefit Exchange PY 2024 · Other

Colorado Health Benefit Exchange 403(b) Plan · $17M · 207 · 67th

  • BOY $17M
  • BOY 207
  • BOY 67th
  • BOY Other
  • BOY near Old Trail School Defined Contribution Retirement Plan
  • BOY ind #4408

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 Finance & Insurance retirement plans → · Plans in Colorado →

Colorado Health Benefit Exchange 403(b) Plan in the asset neighbourhood

Hampton Roads Academy Defined Contribution and Tax Deferred Annuity Retirement PlanHampton Roads Academy Define…$17MColorado Health Benefit Exchange 403(b) PlanColorado Health Benefit Exch…$17MOld Trail School Defined Contribution Retirement PlanOld Trail School Defined Con…$17MPcc Community Wellness Center 403(b) PlanPcc Community Wellness Cente…$17MOpportunity Alliance 403(b) PlanOpportunity Alliance 403(b) …$17M
End-of-year total assets ($M) among Colorado Health Benefit Exchange 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Colorado Health Benefit Exchange multi-year asset trail

Sponsor-wide plan assets over time

All Colorado Health Benefit Exchange plans reported in each filing year

Latest sponsor-wide plan assets
$17M 89.20341876392641% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $9M $17M ▲ +89.2%
Year Plans Participants Total Assets
2022 1 163 $9M
2023 1 164 $13M
2024 1 207 $17M

Colorado Health Benefit Exchange filing trail (2024)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$17M
Net Income$4M
Employer EIN453733823
Plan Effective Date2012-08-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Colorado

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

Colorado Health Benefit Exchange 403(b) Plan vs. nearby Other plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.5 Total assets ($B) Participants Colorado Health Benefit Exchange 403(b) Plan, Total assets ($B): 0.017034243 · Participants: 207Colorado Health Benefit Exchange 403(b) PlanUcar Retirement Plan, Total assets ($B): 1.230562754 · Participants: 1662Ucar Retirement PlanChildren's Hospital Colorado 403(b) Plan, Total assets ($B): 1.02857285 · Participants: 9224Children's Hospital Colorado 403(b) PlanUniversity of Denver Retirement Plan, Total assets ($B): 0.908770068 · Participants: 7356University of Denver Retirement PlanNrel 403(b) Employee Savings Plan, Total assets ($B): 0.625099305 · Participants: 3207Nrel 403(b) Employee Savings PlanColorado College Retirement Benefit Plan, Total assets ($B): 0.381542052 · Participants: 717Colorado College Retirement Benefit Plan
Colorado Health Benefit Exchange 403(b) Plan vs. nearby Other plans in Colorado, assets vs. participants

Colorado Health Benefit Exchange 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Colorado, the nearest Other by assets is Old Trail School Defined Contribution Retirement Plan in OH ($17M); by covered participants it is Lincoln Primary Care Center, Inc. 403(b) DC Plan in WV (207 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (207 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.

Frequently Asked Questions

How did Colorado Health Benefit Exchange 403(b) Plan assets move in 2024?
Colorado Health Benefit Exchange 403(b) Plan surged - up 34.8% during 2024, from $13M to $17M. Reported net income was $4M.
How have Colorado Health Benefit Exchange plan assets changed over time?
Across 3 plan years on file (2022-2024), Colorado Health Benefit Exchange's sponsor-wide assets grew 89.2%, from $9M to $17M.
Which Other plans are similar in size to Colorado Health Benefit Exchange 403(b) Plan?
Among Other plans in other states, the closest by assets is Old Trail School Defined Contribution Retirement Plan in OH ($17M, 89 participants).
Which Other plans cover a similar participant headcount to Colorado Health Benefit Exchange 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Lincoln Primary Care Center, Inc. 403(b) DC Plan in WV (207 participants, $14M in assets).