Other · DOL Form 5500 · 2024
National Jewish Health Retirement Plan
Data updated 2026-08-25
- $356M
- Total assets Above avg plan size
- 2,372
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $150,059
- Avg per participant Above avg balance/head
Official DOL plan name: 403 (B) Retirement Plan · Sponsored by National Jewish Health · Colorado · Healthcare & Social Assistance
$356M in assets, 2,372 participants
National Jewish Health's 403 (B) Retirement Plan reported $356M in total assets and 2,372 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #16,316 in Healthcare & Social Assistance (16,916 peers)
Coverage in Colorado
403 (B) Retirement Plan covers 2,372 participants in Colorado, 6.3x the typical Colorado plan (state average ~376 per filing). Assets: $356M.
- #16,316
- in Healthcare & Social Assistance (16,916 peers)
- +7.4%
- assets growth YoY
- 3.6×
- vs typical plan assets (national mean)
403 (B) Retirement Plan's outsized position by total assets
403 (B) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$355,940,708 Top 4% higher than 96% 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
403 (B) Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403 (B) Retirement Plan lands in the large band (2,372 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403 (B) Retirement Plan reported net income fell from $37M in the plan year 2023 filing to $24M in the plan year 2024 filing.
- 403 (B) Retirement Plan end-of-year assets rose from $331M in the plan year 2023 filing to $356M in the plan year 2024 filing.
- 403 (B) Retirement Plan reported participants fell from 2,390 in the plan year 2023 filing to 2,372 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 742044647 · National Jewish Health PY 2024 · Other
403 (B) Retirement Plan · $356M · 2,372 · 96th
- VS-ST $356M
- VS-ST 2,372
- VS-ST 96th
- VS-ST Other
- VS-ST near 403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff
- VS-ST ind #16316
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 →
403 (B) Retirement Plan in the asset neighbourhood
Colorado filing particulars
| Total Assets (Beginning of Year) | $331M |
|---|---|
| Net Assets (End of Year) | $356M |
| Net Income | $24M |
| Employer EIN | 742044647 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (National Jewish Health)
Sponsor-wide plan assets over time
All National Jewish Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $356M 20.7476800617023% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,341 | $295M |
| 2023 | 1 | 2,390 | $331M |
| 2024 | 1 | 2,372 | $356M |
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
403 (B) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Colorado, the nearest Other by assets is 403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff in NH ($356M); by covered participants it is Bozeman Health 403(b) Plan in MT (2,373 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($356M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,372 participants); asset peers above are excluded.
- Bozeman Health 403(b) Plan (MT) 2,373 · 1 off
- Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees (MA) 2,371 · 1 off
- Licking Memorial Health Systems Tax Deferred 403(b) Plan (OH) 2,370 · 2 off
- Family Health Centers of San Diego Tax Deferred Annuity Plan (CA) 2,375 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.