Profit Sharing · DOL Form 5500 · 2024

Trinidad Area Health Association Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
229
Participants Below avg headcount
34th
Percentile by assets National rank
$13,031
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mt. San Rafael Hospital Matching Retirement Plan · Sponsored by Trinidad Area Health Association · Colorado · Healthcare & Social Assistance

$3M in assets, 229 participants

Trinidad Area Health Association's Mt. San Rafael Hospital Matching Retirement Plan reported $3M in total assets and 229 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #5,775 in Healthcare & Social Assistance (16,916 peers)

Trinidad Area Health Association multi-year trail

Trinidad Area Health Association's plans moved +41.9% in assets from 2022 to 2024; this filing shows Mt. San Rafael Hospital Matching Retirement Plan at $3M / 229 participants.

#5,775
in Healthcare & Social Assistance (16,916 peers)
+18.0%
assets growth YoY

Mt. San Rafael Hospital Matching Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Mt. San Rafael Hospital Matching Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,984,167 34th percentile higher than 34% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Mt. San Rafael Hospital Matching 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. Mt. San Rafael Hospital Matching Retirement Plan sits mid-pack in the medium band (229 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mt. San Rafael Hospital Matching Retirement Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Mt. San Rafael Hospital Matching Retirement Plan reported net income rose from $413K in the plan year 2023 filing to $455K in the plan year 2024 filing.
  • Mt. San Rafael Hospital Matching Retirement Plan reported participants fell from 239 in the plan year 2023 filing to 229 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 840586742 · Trinidad Area Health Association PY 2024 · Profit Sharing

Mt. San Rafael Hospital Matching Retirement Plan · $3M · 229 · 34th

  • NET $3M
  • NET 229
  • NET 34th
  • NET Profit Sharing
  • NET near John E Stephens, Inc. Profit Sharing Plan
  • NET ind #5775

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 →

Mt. San Rafael Hospital Matching Retirement Plan in the asset neighbourhood

Jatinder N Kaushal Md PC Profit Sharing PlanJatinder N Kaushal Md PC Pro…$3MJuanita Lo Ngeo Profit Sharing Retirement PlanJuanita Lo Ngeo Profit Shari…$3MMt. San Rafael Hospital Matching Retirement PlanMt. San Rafael Hospital Matc…$3MJohn E Stephens, Inc. Profit Sharing PlanJohn E Stephens, Inc. Profit…$3MJuniper Ring Acquisitions, LLC 401(k) PlanJuniper Ring Acquisitions, L…$3M
End-of-year total assets ($M) among Mt. San Rafael Hospital Matching Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Trinidad Area Health Association multi-year asset trail

Sponsor-wide plan assets over time

All Trinidad Area Health Association plans reported in each filing year

Latest sponsor-wide plan assets
$12M 41.89241319888503% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.57M $12.2M ▲ +41.9%
Year Plans Participants Total Assets
2022 2 453 $9M
2023 2 478 $10M
2024 2 458 $12M

Trinidad Area Health Association filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$455K
Employer EIN840586742
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Colorado

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Mt. San Rafael Hospital Matching Retirement Plan vs. nearby Profit Sharing plans in Colorado, assets vs. participants Scatter plot of 6 data points. -500050010001500 020406080 Total assets ($M) Participants Mt. San Rafael Hospital Matching Retirement Plan, Total assets ($M): 2.984167 · Participants: 229Mt. San Rafael Hospital Matching Retirement PlanHensel Phelps Hourly Retirement Plan, Total assets ($M): 59.827083 · Participants: 656Hensel Phelps Hourly Retirement PlanLiberty Pr Mobility 401(k) Savings Plan, Total assets ($M): 52.598768 · Participants: 1145Liberty Pr Mobility 401(k) Savings PlanAmended & Restated Profit Sharing Plan of Midwest Pms, Total assets ($M): 39.174972 · Participants: 163Amended & Restated Profit Sharing Plan of Midwest PmsPeterson Company Profit-Sharing Plan, Total assets ($M): 22.27907 · Participants: 30Peterson Company Profit-Sharing PlanMorgan Energy Corporation Profit Sharing Plan, Total assets ($M): 19.954661 · Participants: 1Morgan Energy Corporation Profit Sharing Plan
Mt. San Rafael Hospital Matching Retirement Plan vs. nearby Profit Sharing plans in Colorado, assets vs. participants
Compare Mt. San Rafael Hospital Matching Retirement Plan side-by-side with 3 peers →

Mt. San Rafael Hospital Matching Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Colorado, the nearest Profit Sharing by assets is John E Stephens, Inc. Profit Sharing Plan in AR ($3M); by covered participants it is Platinum Security Employee Benefit Plan in CA (230 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (229 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mt. San Rafael Hospital Matching Retirement Plan assets move in 2024? ▼
Mt. San Rafael Hospital Matching Retirement Plan grew sharply - up 18.0% during 2024, from $3M to $3M. Reported net income was $455K.
How have Trinidad Area Health Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trinidad Area Health Association's sponsor-wide assets grew 41.9%, from $9M to $12M.
Which Profit Sharing plans are similar in size to Mt. San Rafael Hospital Matching Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is John E Stephens, Inc. Profit Sharing Plan in AR ($3M, 9 participants).
Which Profit Sharing plans cover a similar participant headcount to Mt. San Rafael Hospital Matching Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Platinum Security Employee Benefit Plan in CA (230 participants, $565K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 840586742.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.