Other · DOL Form 5500 · 2024
Sun Valley Community School, Inc. Retirement Plan
Data updated 2026-07-24
- $28M
- Total assets
- 143
- Participants
- 76th
- Percentile by assets
- $197,310
- Avg per participant
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.
- 76th percentile by assets (of 116,472 plans)
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 ~346 per filing). Assets: $28M.
- $28M
- total plan assets (2024 EOY)
- 143
- covered participants
- 76th
- percentile by assets (of 116,472 plans)
- $197,310
- avg assets per participant
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.
Participants vs Idaho filers
In Idaho, the average filing covers about 346 participants across 720 plans. Sun Valley Community School, Inc. 403(b) Plan reports 143 participants - about 41% of that state average ($28M EOY assets).
Idaho filing particulars
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $3M |
| Employer EIN | 820307094 |
| Plan Effective Date | 1974-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sun Valley Community School, Inc.)
| 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
- St. Lukes Health System Matched 403b Plan $1.1B · 17,370
- Kootenai Health 403(b) Plan $80M · 260
- The College of Idaho 403(b) Retirement Plan $50M · 458
- Full Circle Health, Inc. 403(b) $33M · 493
- Kootenai Clinic 403(b) Plan $29M · 170
Similar-Sized Other Plans Nationally
Other plans in other states closest to Sun Valley Community School, Inc. 403(b) Plan by total assets, not by location.
Frequently Asked Questions
How did Sun Valley Community School, Inc. 403(b) Plan assets move in 2024? ▼
How have Sun Valley Community School, Inc. plan assets changed over time? ▼
Where does Sun Valley Community School, Inc. 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Sun Valley Community School, Inc. 403(b) Plan? ▼
Next read for Sun Valley Community School, Inc. 403(b)…
Filing takeaways
Ways to act on Sun Valley Community School, Inc. 403(b) Plan's numbers.
- By total assets, Sun Valley Community School, Inc. 403(b) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Idaho. Compare plans
- Sun Valley Community School, Inc.'s sponsor-wide assets have grown 31.1% since 2022 across 3 plan years on file. More Educational Services plans
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.