Other · DOL Form 5500 · 2024

Sun River Health, Inc. Retirement Plan

Data updated 2026-08-11

$157M
Total assets
1,838
Participants
93rd
Percentile by assets
$85,240
Avg per participant
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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.

  • 93rd percentile by assets (of 123,622 plans)
  • #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.

$157M
total plan assets (2024 EOY)
1,838
covered participants
93rd
percentile by assets (of 123,622 plans)
$85,240
avg assets per participant

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.

See the national 2023→2024 release diff →

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Sun River Health, Inc. 403(b) Retirement Plan reports 1,838 participants - 2.3x that state average ($157M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$137M
Net Assets (End of Year)$157M
Net Income$20M
Employer EIN132828349
Plan Effective Date1987-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sun River Health, Inc.)

$100M$120M$140M$160M$180M 202220232024 $115M $157M ▲ +36.6%
Total plan assets by year, all Sun River Health, Inc. plans on file
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.

Sun River Health, Inc. 403(b) Retirement Plan vs. nearby Other plans in New York, assets vs. participants

Sun River Health, Inc. 403(b) Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -5051015 Total assets ($B) Participants Sun River Health, In…Northwell Health 403…The Mount Sinai Medi…University of Roches…Memorial Sloan Kette…Retirement Plan for …
Sun River Health, Inc. 403(b) Retirement Plan vs. nearby Other plans in New York, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Sun River Health, Inc. 403(b) Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Sun River Health, Inc. 403(b) Retirement Plan assets move in 2024?
Sun River Health, Inc. 403(b) Retirement Plan grew at a solid clip - up 14.4% during 2024, from $137M to $157M. Reported net income was $20M.
How have Sun River Health, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Sun River Health, Inc.'s sponsor-wide assets grew 36.6%, from $115M to $157M.
Where does Sun River Health, Inc. 403(b) Retirement Plan rank by assets among Form 5500 filers?
Sun River Health, Inc. 403(b) Retirement Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Sun River Health, Inc. 403(b) Retirement Plan?
Among Other plans in other states, the closest by assets is Inova Health System 403(b) Plan in VA ($157M, 22,057 participants).

Next read for Sun River Health, Inc. 403(b) Retirement…

Filing takeaways

Ways to act on Sun River Health, Inc. 403(b) Retirement Plan's numbers.