Other · DOL Form 5500 · 2024

Clinica Family Health Retirement Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
622
Participants Below avg headcount
79th
Percentile by assets National rank
$54,263
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Clinica Family Health 403(b) Plan · Sponsored by Clinica Family Health · Colorado · Healthcare & Social Assistance

$34M in assets, 622 participants

Clinica Family Health's Clinica Family Health 403(b) Plan reported $34M in total assets and 622 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #13,897 in Healthcare & Social Assistance (16,916 peers)

Where Clinica Family Health 403(b) Plan sits by assets

Clinica Family Health 403(b) Plan sits in the top quartile of all filed plans by assets, $34M for 622 participants (~$54,263/participant), up 5.5% in 2024.

#13,897
in Healthcare & Social Assistance (16,916 peers)
+5.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Clinica Family Health 403(b) Plan's outsized position by total assets

Clinica Family Health 403(b) Plan vs every filed plan by assets

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

$33,751,416 Top 21% higher than 79% 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

Clinica Family 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. Clinica Family Health 403(b) Plan sits mid-pack in the medium band (622 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Clinica Family Health 403(b) Plan reported net income fell from $5M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Clinica Family Health 403(b) Plan reported participants fell from 669 in the plan year 2023 filing to 622 in the plan year 2024 filing.
  • Clinica Family Health 403(b) Plan end-of-year assets rose from $32M in the plan year 2023 filing to $34M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 840743432 · Clinica Family Health PY 2024 · Other

Clinica Family Health 403(b) Plan · $34M · 622 · 79th

  • RANK $34M
  • PHOTO 622
  • IND 79th
  • EOY Other
  • 5500 near Care Initiatives 403 (B) Group Retirement Plan
  • ASSETS ind #13897

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 →

Clinica Family Health 403(b) Plan in the asset neighbourhood

Harnett Health System, Inc. Supplemental Retirement 403(b) PlanHarnett Health System, Inc. …$34MCare Initiatives 403 (B) Group Retirement PlanCare Initiatives 403 (B) Gro…$34MClinica Family Health 403(b) PlanClinica Family Health 403(b)…$34MTrinity-Pawling School Retirement PlanTrinity-Pawling School Retir…$34MChurchill School and Center Defined Contribution Retirement PlanChurchill School and Center …$34M
End-of-year total assets ($M) among Clinica Family Health 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$34M
Net Income$2M
Employer EIN840743432
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Clinica Family Health)

Sponsor-wide plan assets over time

All Clinica Family Health plans reported in each filing year

Latest sponsor-wide plan assets
$34M 20.80531781668743% vs 2022
2024 filing year
$26M$28M$30M$32M$34M$36M 202220232024 $27.9M $33.8M ▲ +20.8%
Year Plans Participants Total Assets
2022 2 603 $28M
2023 1 669 $32M
2024 1 622 $34M

Nearby Other Plans in Colorado

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

Clinica Family Health 403(b) Plan vs. nearby Other plans in Colorado, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 -0.500.511.5 Total assets ($B) Participants Clinica Family Health 403(b) Plan, Total assets ($B): 0.033751416 · Participants: 622Clinica Family Health 403(b) PlanUcar Retirement Plan, Total assets ($B): 1.230562754 · Participants: 1662Ucar Retirement PlanChildren's Hospital Colorado 403(b) Plan, Total assets ($B): 1.02857285 · Participants: 9224Children's Hospital Colorado 403(b) PlanUniversity of Denver Retirement Plan, Total assets ($B): 0.908770068 · Participants: 7356University of Denver Retirement PlanNrel 403(b) Employee Savings Plan, Total assets ($B): 0.625099305 · Participants: 3207Nrel 403(b) Employee Savings PlanColorado College Retirement Benefit Plan, Total assets ($B): 0.381542052 · Participants: 717Colorado College Retirement Benefit Plan
Clinica Family Health 403(b) Plan vs. nearby Other plans in Colorado, assets vs. participants
Compare Clinica Family Health 403(b) Plan side-by-side with 3 peers →

Clinica Family Health 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Colorado, the nearest Other by assets is Care Initiatives 403 (B) Group Retirement Plan in IA ($34M); by covered participants it is Tiaa-Cref Retirement Plan for Faculty and Administrators of Wilkes University in PA (622 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (622 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 Clinica Family Health 403(b) Plan assets move in 2024? ▼
Clinica Family Health 403(b) Plan grew at a solid clip - up 5.5% during 2024, from $32M to $34M. Reported net income was $2M.
How have Clinica Family Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clinica Family Health's sponsor-wide assets grew 20.8%, from $28M to $34M.
Where does Clinica Family Health 403(b) Plan rank by assets among Form 5500 filers? ▼
Clinica Family Health 403(b) Plan ranks in the 79th 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 Clinica Family Health 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Care Initiatives 403 (B) Group Retirement Plan in IA ($34M, 2,637 participants).
Which Other plans cover a similar participant headcount to Clinica Family Health 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Tiaa-Cref Retirement Plan for Faculty and Administrators of Wilkes University in PA (622 participants, $224M 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 840743432.

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.