Other · DOL Form 5500 · 2024
Comfort Bridge Dba Care Synergy Retirement Plan
Data updated 2026-08-11
- $35M
- Total assets
- 639
- Participants
- 80th
- Percentile by assets
- $54,770
- Avg per participant
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.
- 80th percentile by assets (of 123,622 plans)
- #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.
- $35M
- total plan assets (2024 EOY)
- 639
- covered participants
- 80th
- percentile by assets (of 123,622 plans)
- $54,770
- avg assets per participant
Where Care Synergy 403(b) Plan sits 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
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.
Care Synergy 403(b) Plan vs the 2024 asset distribution
By assets, Care Synergy 403(b) Plan outranks 80% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).
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)
| 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.
Care Synergy 403(b) Plan vs. nearby Other plans in Colorado, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Care Synergy 403(b) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Care Synergy 403(b) Plan assets move in 2024? ▼
How have Comfort Bridge Dba Care Synergy plan assets changed over time? ▼
Where does Care Synergy 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Care Synergy 403(b) Plan? ▼
Next read for Care Synergy 403(b) Plan
Scale reading
Ways to act on Care Synergy 403(b) Plan's numbers.
- By total assets, Care Synergy 403(b) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Colorado. Compare plans
- Comfort Bridge Dba Care Synergy's sponsor-wide assets have grown 14.2% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans