Profit Sharing · DOL Form 5500 · 2024
Savio House Profit Sharing Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 100
- Participants Small participant base
- 47th
- Percentile by assets National rank
- $66,392
- Avg per participant Below avg balance/head
Official DOL plan name: Savio House Retirement Plan · Sponsored by Savio House · Colorado · Healthcare & Social Assistance
$7M in assets, 100 participants
Savio House's Savio House Retirement Plan reported $7M in total assets and 100 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.
- #8,741 in Healthcare & Social Assistance (16,916 peers)
Coverage in Colorado
Savio House Retirement Plan covers 100 participants in Colorado, about 27% of the average Colorado filer (state average ~376 per filing). Assets: $7M.
- #8,741
- in Healthcare & Social Assistance (16,916 peers)
- -5.9%
- assets change YoY
The plan reported a net loss of $431K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Savio House Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Savio House Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,639,215 47th percentile higher than 47% 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
Savio House 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. Savio House Retirement Plan is a small filing (100 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Savio House Retirement Plan reported net income fell from $1M in the plan year 2023 filing to -$431K in the plan year 2024 filing.
- Savio House Retirement Plan reported participants rose from 81 in the plan year 2023 filing to 100 in the plan year 2024 filing.
- Savio House Retirement Plan end-of-year assets fell from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 840570279 · Savio House PY 2024 · Profit Sharing
Savio House Retirement Plan · $7M · 100 · 47th
- PART $7M
- TYPE 100
- NET 47th
- BOOK Profit Sharing
- VS-ST near 403(b) Thrift Plan for Rcap Solutions, Inc.
- BOY ind #8741
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 Colorado →
Savio House Retirement Plan in the asset neighbourhood
Colorado filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$431K |
| Employer EIN | 840570279 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Savio House)
Sponsor-wide plan assets over time
All Savio House plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 12.146022602122377% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 95 | $6M |
| 2023 | 1 | 81 | $7M |
| 2024 | 1 | 100 | $7M |
Nearby Profit Sharing Plans in Colorado
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Hensel Phelps Hourly Retirement Plan $60M · 656
- Liberty Pr Mobility 401(k) Savings Plan $53M · 1,145
- Amended & Restated Profit Sharing Plan of Midwest Pms $39M · 163
- Peterson Company Profit-Sharing Plan $22M · 30
- Morgan Energy Corporation Profit Sharing Plan $20M · 1
Savio House Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Colorado, the nearest Profit Sharing by assets is 403(b) Thrift Plan for Rcap Solutions, Inc. in MA ($7M); by covered participants it is Visiting Nurse Association of Albany 403(b) Plan in NY (100 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (100 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.