Money Purchase · DOL Form 5500 · 2024
San Luis Valley Health Money Purchase Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 611
- Participants Below avg headcount
- 68th
- Percentile by assets National rank
- $29,881
- Avg per participant Low balance/head
Official DOL plan name: San Luis Valley Health Money Purchase Plan · Sponsored by San Luis Valley Health · Colorado · Healthcare & Social Assistance
$18M in assets, 611 participants
San Luis Valley Health's San Luis Valley Health Money Purchase Plan reported $18M in total assets and 611 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.
- #12,405 in Healthcare & Social Assistance (16,916 peers)
San Luis Valley Health multi-year trail
San Luis Valley Health's plans moved +31.3% in assets from 2022 to 2024; this filing shows San Luis Valley Health Money Purchase Plan at $18M / 611 participants.
- #12,405
- in Healthcare & Social Assistance (16,916 peers)
- +12.5%
- assets growth YoY
San Luis Valley Health Money Purchase Plan's outsized position by total assets
San Luis Valley Health Money Purchase Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$18,257,320 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
San Luis Valley Health Money Purchase 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 Money Purchase Plan sits mid-pack in the medium band (611 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- San Luis Valley Health Money Purchase Plan end-of-year assets rose from $16M in the plan year 2023 filing to $18M in the plan year 2024 filing.
- San Luis Valley Health Money Purchase Plan reported participants rose from 586 in the plan year 2023 filing to 611 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 840255530 · San Luis Valley Health PY 2024 · Money Purchase
San Luis Valley Health Money Purchase Plan · $18M · 611 · 68th
- PART $18M
- PART 611
- PART 68th
- PART Money Purchase
- PART near Refinery Terminal Fire Company Money Purchase Pension Plan
- PART ind #12405
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 Money Purchase Plan in the asset neighbourhood
San Luis Valley Health multi-year asset trail
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 |
San Luis Valley Health filing trail (2024)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $2M |
| Employer EIN | 840255530 |
| Plan Effective Date | 1976-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Colorado
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Valley View Hospital Money Purchase Plan $55M · 1,100
- Salud Family Health Retirement Plan $34M · 528
- Critical Care & Pulmonary Consultants, PC, Money Purchase Pension Plan $28M · 120
- American Medical Response Hawaii Money Purchase Pension Plan $20M · 33
- Cordillera and Affiliated Companies Money Purchase Pension Plan $12M · 144
San Luis Valley Health Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount
Outside Colorado, the nearest Money Purchase by assets is Refinery Terminal Fire Company Money Purchase Pension Plan in TX ($18M); by covered participants it is Mid-South Regional Council Local 318 Money in TN (612 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
Similar participant headcount
Nearest other-state filings by covered participants (611 participants); asset peers above are excluded.
- Mid-South Regional Council Local 318 Money (TN) 612 · 1 off
- Plumbers & Pipefitters Local 162 Retirement Savings Plan (OH) 618 · 7 off
- Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton (PA) 602 · 9 off
- Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust (MT) 621 · 10 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.