Other · DOL Form 5500 · 2024
Summitstone Health Partners Retirement Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 668
- Participants Below avg headcount
- 68th
- Percentile by assets National rank
- $26,961
- Avg per participant Low balance/head
Official DOL plan name: Summitstone Health Partners 403(b) Retirement Plan · Sponsored by Summitstone Health Partners · Colorado · Healthcare & Social Assistance
$18M in assets, 668 participants
Summitstone Health Partners's Summitstone Health Partners 403(b) Retirement Plan reported $18M in total assets and 668 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.
- #12,360 in Healthcare & Social Assistance (16,916 peers)
Summitstone Health Partners multi-year trail
Summitstone Health Partners's plans moved +39.8% in assets from 2022 to 2024; this filing shows Summitstone Health Partners 403(b) Retirement Plan at $18M / 668 participants.
- #12,360
- in Healthcare & Social Assistance (16,916 peers)
- +7.9%
- assets growth YoY
Summitstone Health Partners 403(b) Retirement Plan's outsized position by total assets
Summitstone Health Partners 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$18,010,200 Top 32% higher than 68% 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
Summitstone Health Partners 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. Summitstone Health Partners 403(b) Retirement Plan sits mid-pack in the medium band (668 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Summitstone Health Partners 403(b) Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Summitstone Health Partners 403(b) Retirement Plan reported participants rose from 471 in the plan year 2023 filing to 668 in the plan year 2024 filing.
- Summitstone Health Partners 403(b) Retirement Plan end-of-year assets rose from $17M in the plan year 2023 filing to $18M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 841512383 · Summitstone Health Partners PY 2024 · Other
Summitstone Health Partners 403(b) Retirement Plan · $18M · 668 · 68th
- RANK $18M
- PHOTO 668
- IND 68th
- EOY Other
- 5500 near Nami 403(b) Plan
- ASSETS ind #12360
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 →
Summitstone Health Partners 403(b) Retirement Plan in the asset neighbourhood
Summitstone Health Partners multi-year asset trail
Sponsor-wide plan assets over time
All Summitstone Health Partners plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 39.82977912652622% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 418 | $13M |
| 2023 | 1 | 471 | $17M |
| 2024 | 1 | 668 | $18M |
Summitstone Health Partners filing trail (2024)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $1M |
| Employer EIN | 841512383 |
| Plan Effective Date | 2000-01-01 |
| 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
Summitstone Health Partners 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Colorado, the nearest Other by assets is Nami 403(b) Plan in VA ($18M); by covered participants it is The Cna Corporation Retirement Plan in VA (668 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- Nami 403(b) Plan (VA) $18M · 194
- The Metropolitan Museum of Art 401(a) Special Retirement Plan for Select Non-Union Employees (NY) $18M · N/A
- Auxiliary Services Corporation of Suny Cortland Defined Contribution Retirement Plan (NY) $18M · 171
- Ucf Athletics Association, Inc. 403(b) Plan (FL) $18M · 441
Similar participant headcount
Nearest other-state filings by covered participants (668 participants); asset peers above are excluded.
- The Cna Corporation Retirement Plan (VA) 668 · 0 off
- Washington County Mental Health Services, Inc. 403b Plan (VT) 668 · 0 off
- Pmhcc, Inc. 403(b) Plan (PA) 669 · 1 off
- University of Dubuque Employees' 403(b) Plan (IA) 669 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.