Money Purchase · DOL Form 5500 · 2024
San Luis Valley Health Money Purchase Plan
Data updated 2026-08-11
- $18M
- Total assets
- 611
- Participants
- 68th
- Percentile by assets
- $29,881
- Avg per participant
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.
- 68th percentile by assets (of 123,622 plans)
- #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.
- $18M
- total plan assets (2024 EOY)
- 611
- covered participants
- 68th
- percentile by assets (of 123,622 plans)
- $29,881
- avg assets per participant
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.
San Luis Valley Health across 3 plan years on file
Across the 3 plan years San Luis Valley Health has on file (2022-2024), sponsor-wide plan assets have moved from $42M to $55M, a gain of 31.3%, while reported participants moved from 1,329 to 1,327 (-0.2%). Peak year by sponsor assets: 2024 ($55M); trough: 2022 ($42M).
San Luis Valley Health multi-year asset trail
| 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.
San Luis Valley Health Money Purchase Plan vs. nearby Money Purchase plans in Colorado, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to San Luis Valley Health Money Purchase Plan by total assets, not by location.
Frequently Asked Questions
How did San Luis Valley Health Money Purchase Plan assets move in 2024? ▼
How have San Luis Valley Health plan assets changed over time? ▼
Which Money Purchase plans are similar in size to San Luis Valley Health Money Purchase Plan? ▼
Next read for San Luis Valley Health Money Purchase Pl…
Multi-year trail
Ways to act on San Luis Valley Health Money Purchase Plan's numbers.
- By total assets, San Luis Valley Health Money Purchase Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Colorado. Compare plans
- San Luis Valley Health's sponsor-wide assets have grown 31.3% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans