Other · DOL Form 5500 · 2024
Trinidad Area Health Association Retirement Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 229
- Participants Below avg headcount
- 54th
- Percentile by assets National rank
- $40,070
- Avg per participant Low balance/head
Official DOL plan name: Mt. San Rafael Hospital Retirement Plan · Sponsored by Trinidad Area Health Association · Colorado · Healthcare & Social Assistance
$9M in assets, 229 participants
Trinidad Area Health Association's Mt. San Rafael Hospital Retirement Plan reported $9M in total assets and 229 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.
- #10,016 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 Retirement Plan at $9M / 229 participants.
- #10,016
- in Healthcare & Social Assistance (16,916 peers)
- +16.7%
- assets growth YoY
Mt. San Rafael Hospital Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Mt. San Rafael Hospital Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,175,922 Top 46% higher than 54% 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
Mt. San Rafael Hospital 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 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 Retirement Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Mt. San Rafael Hospital Retirement Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Mt. San Rafael Hospital Retirement Plan reported participants fell from 239 in the plan year 2023 filing to 229 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 840586742 · Trinidad Area Health Association PY 2024 · Other
Mt. San Rafael Hospital Retirement Plan · $9M · 229 · 54th
- PCT $9M
- PCT 229
- PCT 54th
- PCT Other
- PCT near Visiting Nurse Association of Southeastern Connecticut Pension Plan
- PCT ind #10016
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 Retirement Plan in the asset neighbourhood
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
| 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) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $1M |
| Employer EIN | 840586742 |
| Plan Effective Date | 1995-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Colorado
Peer Other plans, same state, same plan type, ranked by total assets.
- Ucar Retirement Plan $1.2B · 1,662
- Children's Hospital Colorado 403(b) Plan $1.0B · 9,224
- University of Denver Retirement Plan $909M · 7,356
- Nrel 403(b) Employee Savings Plan $625M · 3,207
- Colorado College Retirement Benefit Plan $382M · 717
Mt. San Rafael Hospital Retirement Plan's out-of-state Other peers by assets and headcount
Outside Colorado, the nearest Other by assets is Visiting Nurse Association of Southeastern Connecticut Pension Plan in CT ($9M); by covered participants it is Hospice of the East Bay 403(b) Retirement Plan in CA (229 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (229 participants); asset peers above are excluded.
- Hospice of the East Bay 403(b) Retirement Plan (CA) 229 · 0 off
- The New-York Historical Society Defined Contribution Plan (NY) 229 · 0 off
- St. Johnsbury Academy 403(b) Retirement Plan (VT) 229 · 0 off
- Aspire of Illinois 403(b) Plan (IL) 229 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.