Other · DOL Form 5500 · 2024
Comfort Bridge Dba Care Synergy Retirement Plan
Data updated 2026-08-25
- $35M
- Total assets Below avg plan size
- 639
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $54,770
- Avg per participant Low balance/head
Official DOL plan name: Care Synergy 403(b) Plan · Sponsored by Comfort Bridge Dba Care Synergy · Colorado · Healthcare & Social Assistance
$35M in assets, 639 participants
Comfort Bridge Dba Care Synergy's Care Synergy 403(b) Plan reported $35M in total assets and 639 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.
- #13,978 in Healthcare & Social Assistance (16,916 peers)
Where Care Synergy 403(b) Plan sits by assets
Care Synergy 403(b) Plan sits in the top quartile of all filed plans by assets, $35M for 639 participants (~$54,770/participant), up 9.8% in 2024.
- #13,978
- in Healthcare & Social Assistance (16,916 peers)
- +9.8%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Care Synergy 403(b) Plan's outsized position by total assets
Care Synergy 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$34,997,764 Top 20% higher than 80% 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
Care Synergy 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. Care Synergy 403(b) Plan sits mid-pack in the medium band (639 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Care Synergy 403(b) Plan reported net income rose from $1M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Care Synergy 403(b) Plan end-of-year assets rose from $32M in the plan year 2023 filing to $35M in the plan year 2024 filing.
- Care Synergy 403(b) Plan reported participants rose from 604 in the plan year 2023 filing to 639 in the plan year 2024 filing.
DOL schedule card
Filing strip 471820366 · Comfort Bridge Dba Care Synergy PY 2024 · Other
Care Synergy 403(b) Plan · $35M · 639 · 80th
- RANK $35M
- RANK 639
- RANK 80th
- RANK Other
- RANK near Planned Parenthood - Los Angeles 403(b) Plan
- RANK ind #13978
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 →
Care Synergy 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | $3M |
| Employer EIN | 471820366 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Comfort Bridge Dba Care Synergy)
Sponsor-wide plan assets over time
All Comfort Bridge Dba Care Synergy plans reported in each filing year
- Latest sponsor-wide plan assets
- $35M 14.22320921731835% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 687 | $31M |
| 2023 | 1 | 604 | $32M |
| 2024 | 1 | 639 | $35M |
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
Care Synergy 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Colorado, the nearest Other by assets is Planned Parenthood - Los Angeles 403(b) Plan in CA ($35M); by covered participants it is North Country Health System, Inc. Contributory Tax Sheltered Retirement Plan in VT (639 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($35M here).
- Planned Parenthood - Los Angeles 403(b) Plan (CA) $35M · 673
- The Art Institute of Chicago Retirement Savings Plan (IL) $35M · 162
- Msb 403(b) Retirement Program (MD) $35M · 385
- Bozeman Health 403(b) Plan (MT) $35M · 2,015
Similar participant headcount
Nearest other-state filings by covered participants (639 participants); asset peers above are excluded.
- North Country Health System, Inc. Contributory Tax Sheltered Retirement Plan (VT) 639 · 0 off
- Kenyon College Defined Contribution and Tax Deferred Annuity Retirement Plan (OH) 639 · 0 off
- Huggins Hospital Retirement Savings Plan (NH) 640 · 1 off
- California Academy of Sciences Defined Contribution Plan (CA) 638 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.