Other · DOL Form 5500 · 2024
Health West, Inc. Retirement Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 308
- Participants Below avg headcount
- 58th
- Percentile by assets National rank
- $36,865
- Avg per participant Low balance/head
Official DOL plan name: Health West, Inc. 403(b) Retirement Plan · Sponsored by Health West, Inc. · Idaho · Healthcare & Social Assistance
$11M in assets, 308 participants
Health West, Inc.'s Health West, Inc. 403(b) Retirement Plan reported $11M in total assets and 308 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.
- #10,796 in Healthcare & Social Assistance (16,916 peers)
Health West, Inc. multi-year trail
Health West, Inc.'s plans moved +94.9% in assets from 2022 to 2024; this filing shows Health West, Inc. 403(b) Retirement Plan at $11M / 308 participants.
- #10,796
- in Healthcare & Social Assistance (16,916 peers)
- +38.5%
- assets growth YoY
Health West, Inc. 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Health West, Inc. 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,354,466 Top 42% higher than 58% 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
Health West, Inc. 403(b) Retirement 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. Health West, Inc. 403(b) Retirement Plan sits mid-pack in the medium band (308 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Health West, Inc. 403(b) Retirement Plan reported participants rose from 193 in the plan year 2023 filing to 308 in the plan year 2024 filing.
- Health West, Inc. 403(b) Retirement Plan end-of-year assets rose from $8M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Health West, Inc. 403(b) Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 820324100 · Health West, Inc. PY 2024 · Other
Health West, Inc. 403(b) Retirement Plan · $11M · 308 · 58th
- VS-ST $11M
- BOY 308
- SCH 58th
- EBSA Other
- PART near The New Community School 403(b) DC Plan
- TYPE ind #10796
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 Idaho →
Health West, Inc. 403(b) Retirement Plan in the asset neighbourhood
Health West, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Health West, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 94.91855780607% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 188 | $6M |
| 2023 | 1 | 193 | $8M |
| 2024 | 1 | 308 | $11M |
Health West, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $3M |
| Employer EIN | 820324100 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Idaho
Peer Other plans, same state, same plan type, ranked by total assets.
- St. Lukes Health System Matched 403b Plan $1.1B · 17,370
- Kootenai Health 403(b) Plan $80M · 260
- The College of Idaho 403(b) Retirement Plan $50M · 458
- Full Circle Health, Inc. 403(b) $33M · 493
- Kootenai Clinic 403(b) Plan $29M · 170
Health West, Inc. 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Idaho, the nearest Other by assets is The New Community School 403(b) DC Plan in VA ($11M); by covered participants it is The Pines at Davidson, Inc. 403(b) Plan in NC (308 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- The New Community School 403(b) DC Plan (VA) $11M · 83
- Winner Regional Healthcare Center Tax Deferred Annuity Plan (SD) $11M · 162
- Brethren Hillcrest Homes 403(b) Plan (CA) $11M · 197
- 4c Health Retirement Plan (IN) $11M · 415
Similar participant headcount
Nearest other-state filings by covered participants (308 participants); asset peers above are excluded.
- The Pines at Davidson, Inc. 403(b) Plan (NC) 308 · 0 off
- Gosnold, Inc. Retirement Savings Plan (MA) 308 · 0 off
- Oglethorpe University 403(b) Retirement Program (GA) 308 · 0 off
- Wca Hospital 403(b) Retirement Savings Plan (NY) 308 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.