Other · DOL Form 5500 · 2024
Sun River Health, Inc. Retirement Plan
Data updated 2026-08-25
- $157M
- Total assets Near avg plan size
- 1,838
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $85,240
- Avg per participant Below avg balance/head
Official DOL plan name: Sun River Health, Inc. 403(b) Retirement Plan · Sponsored by Sun River Health, Inc. · New York · Healthcare & Social Assistance
$157M in assets, 1,838 participants
Sun River Health, Inc.'s Sun River Health, Inc. 403(b) Retirement Plan reported $157M in total assets and 1,838 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #15,889 in Healthcare & Social Assistance (16,916 peers)
Coverage in New York
Sun River Health, Inc. 403(b) Retirement Plan covers 1,838 participants in New York, 2.3x the typical New York plan (state average ~798 per filing). Assets: $157M.
- #15,889
- in Healthcare & Social Assistance (16,916 peers)
- +14.4%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
Sun River Health, Inc. 403(b) Retirement Plan's outsized position by total assets
Sun River Health, Inc. 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$156,671,366 Top 7% higher than 93% 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
Sun River Health, Inc. 403(b) Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sun River Health, Inc. 403(b) Retirement Plan lands in the large band (1,838 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sun River Health, Inc. 403(b) Retirement Plan end-of-year assets rose from $137M in the plan year 2023 filing to $157M in the plan year 2024 filing.
- Sun River Health, Inc. 403(b) Retirement Plan reported net income fell from $22M in the plan year 2023 filing to $20M in the plan year 2024 filing.
- Sun River Health, Inc. 403(b) Retirement Plan reported participants fell from 1,885 in the plan year 2023 filing to 1,838 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 132828349 · Sun River Health, Inc. PY 2024 · Other
Sun River Health, Inc. 403(b) Retirement Plan · $157M · 1,838 · 93rd
- PHOTO $157M
- IND 1,838
- EOY 93rd
- 5500 Other
- ASSETS near Inova Health System 403(b) Plan
- PCT ind #15889
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 New York →
Sun River Health, Inc. 403(b) Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $137M |
|---|---|
| Net Assets (End of Year) | $157M |
| Net Income | $20M |
| Employer EIN | 132828349 |
| Plan Effective Date | 1987-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sun River Health, Inc.)
Sponsor-wide plan assets over time
All Sun River Health, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $157M 36.608575670476796% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,656 | $115M |
| 2023 | 1 | 1,885 | $137M |
| 2024 | 1 | 1,838 | $157M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $10.9B · 44,511
- The Mount Sinai Medical Center 403(b) Retirement Plan $9.5B · 46,826
- University of Rochester Retirement Program $8.0B · 30,335
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $6.4B · 22,606
- Retirement Plan for Officers of Columbia University $5.6B · 14,399
Sun River Health, Inc. 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Inova Health System 403(b) Plan in VA ($157M); by covered participants it is Tuckpointers Local 52 Defined Contribution Annuity Trust Fund in IL (1,838 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($157M here).
- Inova Health System 403(b) Plan (VA) $157M · 22,057
- Sheppard Pratt Health System 403(b) Retirement Plan (MD) $157M · 4,161
- Trustees of Deerfield Academy Defined Contribution Retirement Plan (MA) $156M · 421
- Gti Supplemental Retirement Annuity Plan (IL) $156M · 306
Similar participant headcount
Nearest other-state filings by covered participants (1,838 participants); asset peers above are excluded.
- Tuckpointers Local 52 Defined Contribution Annuity Trust Fund (IL) 1,838 · 0 off
- Navigators 403(b) Supplemental Retirement Plan (CO) 1,825 · 13 off
- Emh Retirement Savings Plan (KY) 1,851 · 13 off
- Woods Services, Inc. 403(b) Plan (PA) 1,853 · 15 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.