Other · DOL Form 5500 · 2024
San Luis Valley Health Retirement Plan
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 716
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $51,375
- Avg per participant Low balance/head
Official DOL plan name: San Luis Valley Health 403(b) Plan · Sponsored by San Luis Valley Health · Colorado · Healthcare & Social Assistance
$37M in assets, 716 participants
San Luis Valley Health's San Luis Valley Health 403(b) Plan reported $37M in total assets and 716 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.
- #14,059 in Healthcare & Social Assistance (16,916 peers)
Where San Luis Valley Health 403(b) Plan sits by assets
San Luis Valley Health 403(b) Plan sits in the top quartile of all filed plans by assets, $37M for 716 participants (~$51,375/participant), up 14.6% in 2024.
- #14,059
- in Healthcare & Social Assistance (16,916 peers)
- +14.6%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
San Luis Valley Health 403(b) Plan's outsized position by total assets
San Luis Valley Health 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$36,784,439 Top 20% higher than 80% 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
San Luis Valley Health 403(b) 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. San Luis Valley Health 403(b) Plan sits mid-pack in the medium band (716 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- San Luis Valley Health 403(b) Plan end-of-year assets rose from $32M in the plan year 2023 filing to $37M in the plan year 2024 filing.
- San Luis Valley Health 403(b) Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- San Luis Valley Health 403(b) Plan reported participants fell from 724 in the plan year 2023 filing to 716 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 840255530 · San Luis Valley Health PY 2024 · Other
San Luis Valley Health 403(b) Plan · $37M · 716 · 80th
- NET $37M
- NET 716
- NET 80th
- NET Other
- NET near Trinity School 403(b) Plan
- NET ind #14059
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 →
San Luis Valley Health 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | $5M |
| Employer EIN | 840255530 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (San Luis Valley Health)
Sponsor-wide plan assets over time
All San Luis Valley Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $55M 31.34780254321691% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,329 | $42M |
| 2023 | 2 | 1,310 | $48M |
| 2024 | 2 | 1,327 | $55M |
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
San Luis Valley Health 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Colorado, the nearest Other by assets is Trinity School 403(b) Plan in GA ($37M); by covered participants it is Claremont Mckenna College Academic Retirement Plan in CA (716 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
- Trinity School 403(b) Plan (GA) $37M · 186
- Legacy Lifecare 403(b) Plan (MA) $37M · 1,425
- National Institute of Aerospace Associates Defined Contribution and Tda Plan (VA) $37M · 113
- San Gorgonio Memorial Hospital Tax Sheltered (CA) $37M · 556
Similar participant headcount
Nearest other-state filings by covered participants (716 participants); asset peers above are excluded.
- Claremont Mckenna College Academic Retirement Plan (CA) 716 · 0 off
- Chinese Hospital 403(b) Retirement Plan (CA) 717 · 1 off
- Franklin and Marshall College Retirement Plan (PA) 715 · 1 off
- Aspire Indiana Employer Sponsored 403(b) Plan (IN) 717 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.