Other · DOL Form 5500 · 2024

Utah Navajo Health System, Inc. Retirement Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
498
Participants Below avg headcount
77th
Percentile by assets National rank
$58,858
Avg per participant Low balance/head
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Official DOL plan name: Utah Navajo Health System, Inc. 403(b) Plan · Sponsored by Utah Navajo Health System, Inc. · Utah · Healthcare & Social Assistance

$29M in assets, 498 participants

Utah Navajo Health System, Inc.'s Utah Navajo Health System, Inc. 403(b) Plan reported $29M in total assets and 498 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #13,594 in Healthcare & Social Assistance (16,916 peers)

Where Utah Navajo Health System, Inc. 403(b) Plan sits by assets

Utah Navajo Health System, Inc. 403(b) Plan sits in the top quartile of all filed plans by assets, $29M for 498 participants (~$58,858/participant), up 19.9% in 2024.

#13,594
in Healthcare & Social Assistance (16,916 peers)
+19.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Utah Navajo Health System, Inc. 403(b) Plan's outsized position by total assets

Utah Navajo Health System, Inc. 403(b) Plan vs every filed plan by assets

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

$29,311,319 Top 23% higher than 77% 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

Utah Navajo Health System, 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. Utah Navajo Health System, Inc. 403(b) Plan sits mid-pack in the medium band (498 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Utah Navajo Health System, Inc. 403(b) Plan end-of-year assets rose from $24M in the plan year 2023 filing to $29M in the plan year 2024 filing.
  • Utah Navajo Health System, Inc. 403(b) Plan reported participants rose from 456 in the plan year 2023 filing to 498 in the plan year 2024 filing.
  • Utah Navajo Health System, Inc. 403(b) Plan reported net income fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 870560763 · Utah Navajo Health System, Inc. PY 2024 · Other

Utah Navajo Health System, Inc. 403(b) Plan · $29M · 498 · 77th

  • EOY $29M
  • 5500 498
  • ASSETS 77th
  • PCT Other
  • EIN near Heritage Hall 403(b) DC and Tda Plan
  • RANK ind #13594

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 Utah →

Utah Navajo Health System, Inc. 403(b) Plan in the asset neighbourhood

Helen Keller Services for the Blind 403(b) PlanHelen Keller Services for th…$29MUtah Navajo Health System, Inc. 403(b) PlanUtah Navajo Health System, I…$29MHeritage Hall 403(b) DC and Tda PlanHeritage Hall 403(b) DC and …$29MMary's Center 403(b) Retirement PlanMary's Center 403(b) Retirem…$29MThe Winchester Thurston School 403(b) Retirement PlanThe Winchester Thurston Scho…$29M
End-of-year total assets ($M) among Utah Navajo Health System, Inc. 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)$24M
Net Assets (End of Year)$29M
Net Income$5M
Employer EIN870560763
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Utah Navajo Health System, Inc.)

Sponsor-wide plan assets over time

All Utah Navajo Health System, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 52.32856817381493% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $19.2M $29.3M ▲ +52.3%
Year Plans Participants Total Assets
2022 1 426 $19M
2023 1 456 $24M
2024 1 498 $29M

Nearby Other Plans in Utah

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

Utah Navajo Health System, Inc. 403(b) Plan vs. nearby Other plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 0100200300400 Total assets ($M) Participants Utah Navajo Health System, Inc. 403(b) Plan, Total assets ($M): 29.311319 · Participants: 498Utah Navajo Health System, Inc. 403(b) PlanIntermountain Health 403(b) Plan, Total assets ($M): 341.695 · Participants: 44356Intermountain Health 403(b) PlanBrigham Young University Tax-Deferred Annuity Plan, Total assets ($M): 188.657521 · Participants: 293Brigham Young University Tax-Deferred Annuity PlanIntermountain Ironworkers' Tax Deferral Plan, Total assets ($M): 118.559543 · Participants: 1229Intermountain Ironworkers' Tax Deferral PlanWestminster University Defined Contribution Retirement Plan, Total assets ($M): 86.737344 · Participants: 331Westminster University Defined Contribution Retirement PlanChildren's Miracle Network 403(b) Plan, Total assets ($M): 53.299845 · Participants: 178Children's Miracle Network 403(b) Plan
Utah Navajo Health System, Inc. 403(b) Plan vs. nearby Other plans in Utah, assets vs. participants
Compare Utah Navajo Health System, Inc. 403(b) Plan side-by-side with 3 peers →

Utah Navajo Health System, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Utah, the nearest Other by assets is Heritage Hall 403(b) DC and Tda Plan in OK ($29M); by covered participants it is Jewish Family and Children's Services 403(b) Plan in CA (498 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (498 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 Utah Navajo Health System, Inc. 403(b) Plan assets move in 2024? ▼
Utah Navajo Health System, Inc. 403(b) Plan grew sharply - up 19.9% during 2024, from $24M to $29M. Reported net income was $5M.
How have Utah Navajo Health System, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Utah Navajo Health System, Inc.'s sponsor-wide assets grew 52.3%, from $19M to $29M.
Where does Utah Navajo Health System, Inc. 403(b) Plan rank by assets among Form 5500 filers? ▼
Utah Navajo Health System, Inc. 403(b) Plan ranks in the 77th 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 Utah Navajo Health System, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Heritage Hall 403(b) DC and Tda Plan in OK ($29M, 173 participants).
Which Other plans cover a similar participant headcount to Utah Navajo Health System, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Jewish Family and Children's Services 403(b) Plan in CA (498 participants, $35M 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 870560763.

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.