Other · DOL Form 5500 · 2024

HOPEWEST Retirement Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets: 430
Participants Below avg headcount: 71st
Percentile by assets National rank: $49,581
Avg per participant Low balance/head

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Official DOL plan name: Hopewest 403(b) Plan · Sponsored by HOPEWEST · Colorado · Healthcare & Social Assistance

$21M in assets, 430 participants

HOPEWEST's Hopewest 403(b) Plan reported $21M in total assets and 430 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

#12,828 in Healthcare & Social Assistance (16,916 peers)

HOPEWEST multi-year trail

HOPEWEST's plans moved +24.9% in assets from 2022 to 2024; this filing shows Hopewest 403(b) Plan at $21M / 430 participants.

#12,828
in Healthcare & Social Assistance (16,916 peers): +15.0%
assets growth YoY

Hopewest 403(b) Plan's outsized position by total assets

Hopewest 403(b) Plan vs every filed plan by assets

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

$21,319,872 Top 29% higher than 71% 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

Hopewest 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. Hopewest 403(b) Plan sits mid-pack in the medium band (430 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Hopewest 403(b) Plan reported net income rose from $1M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Hopewest 403(b) Plan end-of-year assets rose from $19M in the plan year 2023 filing to $21M in the plan year 2024 filing.
Hopewest 403(b) Plan reported participants rose from 424 in the plan year 2023 filing to 430 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 841207388 · HOPEWEST PY 2024 · Other

Hopewest 403(b) Plan · $21M · 430 · 71st

NET $21M
BOOK 430
VS-ST 71st
BOY Other
SCH near Center for Urban Community Services Inc. 403(b) DC Plan
EBSA ind #12828

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 →

End-of-year total assets ($M) among Hopewest 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

HOPEWEST multi-year asset trail

Latest sponsor-wide plan assets: $21M 24.892333902010833% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	419	$17M
2023	1	424	$19M
2024	1	430	$21M

HOPEWEST filing trail (2024)

Total Assets (Beginning of Year)	$19M
Net Assets (End of Year)	$21M
Net Income	$3M
Employer EIN	841207388
Plan Effective Date	2002-08-01
Filing Status	FILING RECEIVED

Nearby Other Plans in Colorado

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

Hopewest 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

Compare Hopewest 403(b) Plan side-by-side with 3 peers →

Hopewest 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Colorado, the nearest Other by assets is Center for Urban Community Services Inc. 403(b) DC Plan in NY ($21M); by covered participants it is Ub Foundation Activities, Inc. Retirement Plan in NY (430 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Center for Urban Community Services Inc. 403(b) DC Plan (NY) $21M · 228
United States Energy Foundation 403(b) Retirement Plan (CA) $21M · 122
Harbor 403(b) Plan (OH) $21M · 504
Section 403(b) Retirement Plan for Mountain Comprehensive Health Corporation (KY) $21M · 563

Similar participant headcount

Nearest other-state filings by covered participants (430 participants); asset peers above are excluded.

Ub Foundation Activities, Inc. Retirement Plan (NY) 430 · 0 off
Medlink Georgia, Inc. 403(b) Plan (GA) 430 · 0 off
Dominican University Retirement Plan (IL) 430 · 0 off
Roanoke College Defined Contribution Retirement Plan (VA) 429 · 1 off

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 Hopewest 403(b) Plan assets move in 2024? ▼

Hopewest 403(b) Plan grew sharply - up 15.0% during 2024, from $19M to $21M. Reported net income was $3M.

How have HOPEWEST plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), HOPEWEST's sponsor-wide assets grew 24.9%, from $17M to $21M.

Which Other plans are similar in size to Hopewest 403(b) Plan? ▼

Among Other plans in other states, the closest by assets is Center for Urban Community Services Inc. 403(b) DC Plan in NY ($21M, 228 participants).

Which Other plans cover a similar participant headcount to Hopewest 403(b) Plan? ▼

Among Other plans in other states, the closest by covered participants is Ub Foundation Activities, Inc. Retirement Plan in NY (430 participants, $115M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 841207388.