Other · DOL Form 5500 · 2024
Lower Valley Hospital Association Retirement Plan
Data updated 2026-08-25
- $30M
- Total assets Below avg plan size
- 605
- Participants Below avg headcount
- 77th
- Percentile by assets National rank
- $49,845
- Avg per participant Low balance/head
Official DOL plan name: Family Health West 403b Plan · Sponsored by Lower Valley Hospital Association · Colorado · Healthcare & Social Assistance
$30M in assets, 605 participants
Lower Valley Hospital Association's Family Health West 403b Plan reported $30M in total assets and 605 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.
- #13,656 in Healthcare & Social Assistance (16,916 peers)
Where Family Health West 403b Plan sits by assets
Family Health West 403b Plan sits in the top quartile of all filed plans by assets, $30M for 605 participants (~$49,845/participant), up 18.0% in 2024.
- #13,656
- in Healthcare & Social Assistance (16,916 peers)
- +18.0%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Family Health West 403b Plan's outsized position by total assets
Family Health West 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$30,156,221 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
Family Health West 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. Family Health West 403b Plan sits mid-pack in the medium band (605 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Family Health West 403b Plan reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Family Health West 403b Plan end-of-year assets rose from $26M in the plan year 2023 filing to $30M in the plan year 2024 filing.
- Family Health West 403b Plan reported participants fell from 613 in the plan year 2023 filing to 605 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 840447998 · Lower Valley Hospital Association PY 2024 · Other
Family Health West 403b Plan · $30M · 605 · 77th
- EOY $30M
- EOY 605
- EOY 77th
- EOY Other
- EOY near Western Reserve Academy Faculty and Staff Retirement Plan
- EOY ind #13656
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 →
Family Health West 403b Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | $5M |
| Employer EIN | 840447998 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lower Valley Hospital Association)
Sponsor-wide plan assets over time
All Lower Valley Hospital Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 52.715081151954294% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 582 | $20M |
| 2023 | 1 | 613 | $26M |
| 2024 | 1 | 605 | $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
Family Health West 403b Plan's out-of-state Other peers by assets and headcount
Outside Colorado, the nearest Other by assets is Western Reserve Academy Faculty and Staff Retirement Plan in OH ($30M); by covered participants it is Community Health Centers, Inc. 403(b) Retirement Plan in FL (605 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30M here).
- Western Reserve Academy Faculty and Staff Retirement Plan (OH) $30M · 148
- Corporation for Supportive Housing Retirement Plan (NY) $30M · 172
- 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
Similar participant headcount
Nearest other-state filings by covered participants (605 participants); asset peers above are excluded.
- Community Health Centers, Inc. 403(b) Retirement Plan (FL) 605 · 0 off
- National Louis University Retirement Plan (IL) 605 · 0 off
- Harlem United Community Aids Center, Inc. 403b Plan (NY) 606 · 1 off
- Muhlenberg College Retirement Plan (PA) 607 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.