Profit Sharing
2024 plan-year Profit Sharing DOL Form 5500

403 (B) RETIREMENT PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

NATIONAL JEWISH HEALTH

This Profit Sharing plan holds $356M in total assets and serves 2,372 participants as of 2024. It is sponsored by NATIONAL JEWISH HEALTH in Colorado. The plan reported positive net income of $24M for the year.

Total Assets (2023)
$356M
Participants
2,372
State
Industry
Healthcare & Social Assistance

What the Filing Says About 403 (B) RETIREMENT PLAN

403 (B) RETIREMENT PLAN is a Profit Sharing retirement plan sponsored by NATIONAL JEWISH HEALTH, headquartered in Colorado. As of the 2024 Form 5500 filing, the plan reports $356M in total end-of-year assets and covers 2,372 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 742044647, and the plan has been effective since 1986-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $331M at the beginning of 2024 to $356M at year-end — a gain of 7.4%. Net assets (after liabilities) closed the year at $356M, with reported net income of $24M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$331M
Total Assets (End of Year)$356M
Net Assets (End of Year)$356M
Net Income$24M
Plan TypeProfit Sharing
Employer EIN742044647
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (NATIONAL JEWISH HEALTH)

Year Plans Participants Total Assets
2022 1 2,341 $295M
2023 1 2,390 $331M
2024 1 2,372 $356M

Nearby Profit Sharing Plans in Colorado

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Frequently Asked Questions

How much money is in the 403 (B) RETIREMENT PLAN?
As of the 2024 Form 5500 filing, 403 (B) RETIREMENT PLAN holds $356M in total assets with 2,372 participants. It is sponsored by NATIONAL JEWISH HEALTH.
What type of plan is 403 (B) RETIREMENT PLAN?
403 (B) RETIREMENT PLAN is a Profit Sharing plan. It has been effective since 1986-01-01. The plan is filed with the U.S. Department of Labor under EIN 742044647.
Who sponsors the 403 (B) RETIREMENT PLAN?
403 (B) RETIREMENT PLAN is sponsored by NATIONAL JEWISH HEALTH, located in Colorado. The sponsor's EIN is 742044647 and the plan operates in the Healthcare & Social Assistance industry.
How did 403 (B) RETIREMENT PLAN perform in 2024?
403 (B) RETIREMENT PLAN grew by 7.4% during 2024, moving from $331M to $356M in total assets. Net income was $24M.
Where can I find official filings for 403 (B) RETIREMENT PLAN?
Official Form 5500 filings for 403 (B) RETIREMENT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 742044647 or plan name at efast.dol.gov.
How does 403 (B) RETIREMENT PLAN compare to other plans?
You can compare 403 (B) RETIREMENT PLAN against other Profit Sharing plans on the plan type page, or view plans in Colorado on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 742044647.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.