Other · DOL Form 5500 · 2024

Sun Valley Community School, Inc. Retirement Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
143
Participants Small participant base
76th
Percentile by assets National rank
$197,310
Avg per participant Above avg balance/head
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Official DOL plan name: Sun Valley Community School, Inc. 403(b) Plan · Sponsored by Sun Valley Community School, Inc. · Idaho · Educational Services

$28M in assets, 143 participants

Sun Valley Community School, Inc.'s Sun Valley Community School, Inc. 403(b) Plan reported $28M in total assets and 143 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #2,209 in Educational Services (3,638 peers)

Coverage in Idaho

Sun Valley Community School, Inc. 403(b) Plan covers 143 participants in Idaho, about 41% of the average Idaho filer (state average ~347 per filing). Assets: $28M.

#2,209
in Educational Services (3,638 peers)
+13.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Sun Valley Community School, Inc. 403(b) Plan's outsized position by total assets

Sun Valley Community School, Inc. 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$28,215,375 Top 24% higher than 76% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Sun Valley Community School, Inc. 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. Sun Valley Community School, Inc. 403(b) Plan sits mid-pack in the medium band (143 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sun Valley Community School, Inc. 403(b) Plan end-of-year assets rose from $25M in the plan year 2023 filing to $28M in the plan year 2024 filing.
  • Sun Valley Community School, Inc. 403(b) Plan reported participants rose from 133 in the plan year 2023 filing to 143 in the plan year 2024 filing.
  • Sun Valley Community School, Inc. 403(b) Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 820307094 · Sun Valley Community School, Inc. PY 2024 · Other

Sun Valley Community School, Inc. 403(b) Plan · $28M · 143 · 76th

  • EOY $28M
  • 5500 143
  • ASSETS 76th
  • PCT Other
  • EIN near Cornish College of the Arts 403(b) Plan
  • RANK ind #2209

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 Educational Services retirement plans → · Plans in Idaho →

Sun Valley Community School, Inc. 403(b) Plan in the asset neighbourhood

The Ellis School Defined Contribution Retirement PlanThe Ellis School Defined Con…$28MSun Valley Community School, Inc. 403(b) PlanSun Valley Community School,…$28MCornish College of the Arts 403(b) PlanCornish College of the Arts …$28MFrancis W. Parker School Tax Deferred Annuity PlanFrancis W. Parker School Tax…$28MThe Foundation Schools Defined Contribution Retirement PlanThe Foundation Schools Defin…$28M
End-of-year total assets ($M) among Sun Valley Community School, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Idaho filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$28M
Net Income$3M
Employer EIN820307094
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sun Valley Community School, Inc.)

Sponsor-wide plan assets over time

All Sun Valley Community School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 31.116632770729712% vs 2022
2024 filing year
$20M$25M$30M 202220232024 $21.5M $28.2M ▲ +31.1%
Year Plans Participants Total Assets
2022 1 135 $22M
2023 1 133 $25M
2024 1 143 $28M

Nearby Other Plans in Idaho

Peer Other plans, same state, same plan type, ranked by total assets.

Sun Valley Community School, Inc. 403(b) Plan vs. nearby Other plans in Idaho, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.5 Total assets ($B) Participants Sun Valley Community School, Inc. 403(b) Plan, Total assets ($B): 0.028215375 · Participants: 143Sun Valley Community School, Inc. 403(b) PlanSt. Lukes Health System Matched 403b Plan, Total assets ($B): 1.144353306 · Participants: 17370St. Lukes Health System Matched 403b PlanKootenai Health 403(b) Plan, Total assets ($B): 0.079903725 · Participants: 260Kootenai Health 403(b) PlanThe College of Idaho 403(b) Retirement Plan, Total assets ($B): 0.04960945 · Participants: 458The College of Idaho 403(b) Retirement PlanFull Circle Health, Inc. 403(b), Total assets ($B): 0.032912408 · Participants: 493Full Circle Health, Inc. 403(b)Kootenai Clinic 403(b) Plan, Total assets ($B): 0.02884861 · Participants: 170Kootenai Clinic 403(b) Plan
Sun Valley Community School, Inc. 403(b) Plan vs. nearby Other plans in Idaho, assets vs. participants
Compare Sun Valley Community School, Inc. 403(b) Plan side-by-side with 3 peers →

Sun Valley Community School, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Idaho, the nearest Other by assets is Cornish College of the Arts 403(b) Plan in WA ($28M); by covered participants it is National Conference of Bar Examiners 403(b) Plan in WI (143 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (143 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sun Valley Community School, Inc. 403(b) Plan assets move in 2024? ▼
Sun Valley Community School, Inc. 403(b) Plan grew at a solid clip - up 13.8% during 2024, from $25M to $28M. Reported net income was $3M.
How have Sun Valley Community School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sun Valley Community School, Inc.'s sponsor-wide assets grew 31.1%, from $22M to $28M.
Where does Sun Valley Community School, Inc. 403(b) Plan rank by assets among Form 5500 filers? ▼
Sun Valley Community School, Inc. 403(b) Plan ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Sun Valley Community School, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Cornish College of the Arts 403(b) Plan in WA ($28M, 247 participants).
Which Other plans cover a similar participant headcount to Sun Valley Community School, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is National Conference of Bar Examiners 403(b) Plan in WI (143 participants, $27M in assets).

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 820307094.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.