Other · DOL Form 5500 · 2024
Valley-Wide Health Systems, Inc. Retirement Plan
Data updated 2026-08-25
- $30M
- Total assets Below avg plan size
- 613
- Participants Below avg headcount
- 77th
- Percentile by assets National rank
- $49,219
- Avg per participant Low balance/head
Official DOL plan name: Valley-Wide Health Systems, Inc. 403(b) Plan · Sponsored by Valley-Wide Health Systems, Inc. · Colorado · Healthcare & Social Assistance
$30M in assets, 613 participants
Valley-Wide Health Systems, Inc.'s Valley-Wide Health Systems, Inc. 403(b) Plan reported $30M in total assets and 613 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.
- #13,658 in Healthcare & Social Assistance (16,916 peers)
Where Valley-Wide Health Systems, Inc. 403(b) Plan sits by assets
Valley-Wide Health Systems, Inc. 403(b) Plan sits in the top quartile of all filed plans by assets, $30M for 613 participants (~$49,219/participant), up 14.0% in 2024.
- #13,658
- in Healthcare & Social Assistance (16,916 peers)
- +14.0%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Valley-Wide Health Systems, Inc. 403(b) Plan's outsized position by total assets
Valley-Wide Health Systems, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$30,171,242 Top 23% higher than 77% 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
Valley-Wide Health Systems, Inc. 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. Valley-Wide Health Systems, Inc. 403(b) Plan sits mid-pack in the medium band (613 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Valley-Wide Health Systems, Inc. 403(b) Plan reported net income fell from $9M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Valley-Wide Health Systems, Inc. 403(b) Plan reported participants rose from 479 in the plan year 2023 filing to 613 in the plan year 2024 filing.
- Valley-Wide Health Systems, Inc. 403(b) Plan end-of-year assets rose from $26M in the plan year 2023 filing to $30M in the plan year 2024 filing.
DOL schedule card
Filing strip 840706945 · Valley-Wide Health Systems, Inc. PY 2024 · Other
Valley-Wide Health Systems, Inc. 403(b) Plan · $30M · 613 · 77th
- ASSETS $30M
- ASSETS 613
- ASSETS 77th
- ASSETS Other
- ASSETS near Paul Smith's College of Arts and Sciences Defined Contribution Retirement Plan
- ASSETS ind #13658
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 →
Valley-Wide Health Systems, Inc. 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | $4M |
| Employer EIN | 840706945 |
| Plan Effective Date | 1997-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Valley-Wide Health Systems, Inc.)
Sponsor-wide plan assets over time
All Valley-Wide Health Systems, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 73.34506232236741% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 456 | $17M |
| 2023 | 1 | 479 | $26M |
| 2024 | 1 | 613 | $30M |
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
Valley-Wide Health Systems, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Colorado, the nearest Other by assets is Paul Smith's College of Arts and Sciences Defined Contribution Retirement Plan in NY ($30M); by covered participants it is Careconnect Health 403(b) Tax-Deferred Annuity Plan in GA (613 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30M here).
- Paul Smith's College of Arts and Sciences Defined Contribution Retirement Plan (NY) $30M · 112
- Silicon Valley International School 403(b)Retirement Plan (CA) $30M · 142
- Western Reserve Academy Faculty and Staff Retirement Plan (OH) $30M · 148
- Corporation for Supportive Housing Retirement Plan (NY) $30M · 172
Similar participant headcount
Nearest other-state filings by covered participants (613 participants); asset peers above are excluded.
- Careconnect Health 403(b) Tax-Deferred Annuity Plan (GA) 613 · 0 off
- Cbwchc 403(b) Plan (NY) 613 · 0 off
- Spalding University Defined Contribution Retirement Plan (KY) 613 · 0 off
- Episcopal Retirement Services Staff Retirement Plan (OH) 614 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.