401(k) · DOL Form 5500 · 2024
The Colorado Health Foundation 401(k) Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 70
- Participants Small participant base
- 77th
- Percentile by assets National rank
- $407,908
- Avg per participant High balance/head
Official DOL plan name: The Colorado Health Foundation 401(k) Retirement Plan · Sponsored by The Colorado Health Foundation · Colorado · Other Services
$29M in assets, 70 participants
The Colorado Health Foundation's The Colorado Health Foundation 401(k) Retirement Plan reported $29M in total assets and 70 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.
- #6,792 in Other Services (7,719 peers)
Where The Colorado Health Foundation 401(k) Retirement Plan sits by assets
The Colorado Health Foundation 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $29M for 70 participants (~$407,908/participant), up 10.5% in 2024.
- #6,792
- in Other Services (7,719 peers)
- +10.5%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
The Colorado Health Foundation 401(k) Retirement Plan's outsized position by total assets
The Colorado Health Foundation 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$28,553,568 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
The Colorado Health Foundation 401(k) Retirement Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Colorado Health Foundation 401(k) Retirement Plan is a small filing (70 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Colorado Health Foundation 401(k) Retirement Plan reported net income fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- The Colorado Health Foundation 401(k) Retirement Plan reported participants rose from 63 in the plan year 2023 filing to 70 in the plan year 2024 filing.
- The Colorado Health Foundation 401(k) Retirement Plan end-of-year assets rose from $26M in the plan year 2023 filing to $29M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 742568941 · The Colorado Health Foundation PY 2024 · 401(k)
The Colorado Health Foundation 401(k) Retirement Plan · $29M · 70 · 77th
- PART $29M
- TYPE 70
- NET 77th
- BOOK 401(k)
- VS-ST near Sebia, Inc 401(k) Plan
- BOY ind #6792
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 Other Services retirement plans → · Plans in Colorado →
The Colorado Health Foundation 401(k) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | $3M |
| Employer EIN | 742568941 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Colorado Health Foundation)
Sponsor-wide plan assets over time
All The Colorado Health Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $29M 37.002947762289715% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 65 | $21M |
| 2023 | 1 | 63 | $26M |
| 2024 | 1 | 70 | $29M |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $3.8B · 57,900
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.3B · 9,935
- Arcadis U.S., Inc. Retirement Savings Plan $2.3B · 7,607
- Empower Retirement, LLC 401(k) Savings Plan $2.2B · 10,185
- Woodward Retirement Savings Plan $2.0B · 6,210
The Colorado Health Foundation 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Sebia, Inc 401(k) Plan in GA ($29M); by covered participants it is Bogota Savings Bank 401(k) Savings Plan in NJ (70 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
- Sebia, Inc 401(k) Plan (GA) $29M · 114
- Lane & Associates, Inc. 401(k) Plan (NC) $29M · 577
- Kubota Engine America Corporation 401(k) Plan (IL) $29M · 118
- Neurosurgical Associates of New Jersey P.C. Retirement Plan (NJ) $29M · 105
Similar participant headcount
Nearest other-state filings by covered participants (70 participants); asset peers above are excluded.
- Bogota Savings Bank 401(k) Savings Plan (NJ) 70 · 0 off
- Quebedeaux Pontiac Gmc 401(k) Plan (AZ) 70 · 0 off
- Chairish, Inc. 401(k) Plan (CA) 70 · 0 off
- Fabtex, Inc. 401(k) Profit Sharing Plan (PA) 70 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.