Other · DOL Form 5500 · 2024

Mountain Family Health Centers Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
202
Participants Below avg headcount
47th
Percentile by assets National rank
$32,701
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mountain Family Health Centers 403b Plan · Sponsored by Mountain Family Health Centers · Colorado · Healthcare & Social Assistance

$7M in assets, 202 participants

Mountain Family Health Centers's Mountain Family Health Centers 403b Plan reported $7M in total assets and 202 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.

  • #8,714 in Healthcare & Social Assistance (16,916 peers)

Mountain Family Health Centers multi-year trail

Mountain Family Health Centers's plans moved +31.4% in assets from 2022 to 2024; this filing shows Mountain Family Health Centers 403b Plan at $7M / 202 participants.

#8,714
in Healthcare & Social Assistance (16,916 peers)
+5.9%
assets growth YoY

Mountain Family Health Centers 403b Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Mountain Family Health Centers 403b Plan vs every filed plan by assets

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

$6,605,541 47th percentile higher than 47% 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

Mountain Family Health Centers 403b 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. Mountain Family Health Centers 403b Plan sits mid-pack in the medium band (202 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mountain Family Health Centers 403b Plan reported net income fell from $1M in the plan year 2023 filing to $369K in the plan year 2024 filing.
  • Mountain Family Health Centers 403b Plan reported participants rose from 181 in the plan year 2023 filing to 202 in the plan year 2024 filing.
  • Mountain Family Health Centers 403b Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 840742145 · Mountain Family Health Centers PY 2024 · Other

Mountain Family Health Centers 403b Plan · $7M · 202 · 47th

  • NET $7M
  • BOOK 202
  • VS-ST 47th
  • BOY Other
  • SCH near University Corporation for Advanced Internet Development Tda Plan
  • EBSA ind #8714

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 →

Mountain Family Health Centers 403b Plan in the asset neighbourhood

Illinois Assistive Technology Program 403(b) PlanIllinois Assistive Technolog…$7MMountain Family Health Centers 403b PlanMountain Family Health Cente…$7MUniversity Corporation for Advanced Internet Development Tda PlanUniversity Corporation for A…$7MThe Fresh Air Fund Tax Sheltered Annuity PlanThe Fresh Air Fund Tax Shelt…$7MPhiladelphia Education Fund Retirement PlanPhiladelphia Education Fund …$7M
End-of-year total assets ($M) among Mountain Family Health Centers 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Mountain Family Health Centers multi-year asset trail

Sponsor-wide plan assets over time

All Mountain Family Health Centers plans reported in each filing year

Latest sponsor-wide plan assets
$7M 31.402455642124437% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M$7M 202220232024 $5.03M $6.61M ▲ +31.4%
Year Plans Participants Total Assets
2022 1 174 $5M
2023 1 181 $6M
2024 1 202 $7M

Mountain Family Health Centers filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$369K
Employer EIN840742145
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Colorado

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

Mountain Family Health Centers 403b Plan vs. nearby Other plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.5 Total assets ($B) Participants Mountain Family Health Centers 403b Plan, Total assets ($B): 0.006605541 · Participants: 202Mountain Family Health Centers 403b 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
Mountain Family Health Centers 403b Plan vs. nearby Other plans in Colorado, assets vs. participants

Mountain Family Health Centers 403b Plan's out-of-state Other peers by assets and headcount

Outside Colorado, the nearest Other by assets is University Corporation for Advanced Internet Development Tda Plan in MI ($7M); by covered participants it is Oakwood School 403(b) Retirement Plan in CA (202 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (202 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 Mountain Family Health Centers 403b Plan assets move in 2024?
Mountain Family Health Centers 403b Plan grew at a solid clip - up 5.9% during 2024, from $6M to $7M. Reported net income was $369K.
How have Mountain Family Health Centers plan assets changed over time?
Across 3 plan years on file (2022-2024), Mountain Family Health Centers's sponsor-wide assets grew 31.4%, from $5M to $7M.
Which Other plans are similar in size to Mountain Family Health Centers 403b Plan?
Among Other plans in other states, the closest by assets is University Corporation for Advanced Internet Development Tda Plan in MI ($7M, 71 participants).
Which Other plans cover a similar participant headcount to Mountain Family Health Centers 403b Plan?
Among Other plans in other states, the closest by covered participants is Oakwood School 403(b) Retirement Plan in CA (202 participants, $63M in assets).