Other · DOL Form 5500 · 2024
West River Health Service Foundation and Subsidiaries Retirement Plan
Data updated 2026-08-11
- $27M
- Total assets
- 288
- Participants
- 76th
- Percentile by assets
- $95,294
- Avg per participant
Official DOL plan name: West River Health Service Foundation and Subsidiaries Tax Deferred Annuity Plan · Sponsored by West River Health Service Foundation and Subsidiaries · North Dakota · Healthcare & Social Assistance
$27M in assets, 288 participants
West River Health Service Foundation and Subsidiaries's West River Health Service Foundation and Subsidiaries Tax Deferred Annuity Plan reported $27M in total assets and 288 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 123,622 plans)
- #13,461 in Healthcare & Social Assistance (16,916 peers)
Where West River Health Service Foundation and Subsidiaries Tax Deferred Annuity Plan sits by assets
West River Health Service Foundation and Subsidiaries Tax Deferred Annuity Plan sits in the top quartile of all filed plans by assets, $27M for 288 participants (~$95,294/participant), up 8.6% in 2024.
- $27M
- total plan assets (2024 EOY)
- 288
- covered participants
- 76th
- percentile by assets (of 123,622 plans)
- $95,294
- avg assets per participant
Where West River Health Service Foundation and Subsidiaries Tax Deferred Annuity Plan sits by total assets
West River Health Service Foundation and Subsidiaries Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$27,444,575 Top 24% higher than 76% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- West River Health Service Foundation and Subsidiaries Tax Deferred Annuity Plan reported net income rose from $922K in the plan year 2023 filing to $2M in the plan year 2024 filing.
- West River Health Service Foundation and Subsidiaries Tax Deferred Annuity Plan end-of-year assets rose from $25M in the plan year 2023 filing to $27M in the plan year 2024 filing.
- West River Health Service Foundation and Subsidiaries Tax Deferred Annuity Plan reported participants fell from 293 in the plan year 2023 filing to 288 in the plan year 2024 filing.
West River Health Service Foundation and Subsidiaries Tax Deferred Annuity Plan vs the 2024 asset distribution
By assets, West River Health Service Foundation and Subsidiaries Tax Deferred Annuity Plan outranks 76% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $2M |
| Employer EIN | 450411825 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (West River Health Service Foundation and Subsidiaries)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 301 | $24M |
| 2023 | 1 | 293 | $25M |
| 2024 | 1 | 288 | $27M |
Nearby Other Plans in North Dakota
Peer Other plans, same state, same plan type, ranked by total assets.
- University of Mary Employee Retirement Plan $72M · 450
- University of Jamestown 403(b) DC Plan $27M · 360
- Able, Inc. 403(b) Plan $13M · 261
- Mckenzie County Healthcare Systems, Inc. 403(b) Plan $12M · 306
- 403(b) Thrift Plan for Employees of Enable, Inc. $12M · 162
Similar-Sized Other Plans Nationally
Other plans in other states closest to West River Health Service Foundation and Subsidiaries Tax Deferred Annuity Plan by total assets, not by location.
- University of the Ozarks Defined Contribution Retirement Plan (AR) $27M · 335
- The Chicago Public Media, Inc. Tax-Deferred Annuity (Tda) Plan (IL) $27M · 151
- National Council of State Boards of Nursing, Inc. 403(b) DC Plan (IL) $27M · 153
- Foundation for the National Institutes of Health 403(b) DC Plan (MD) $27M · 97
Frequently Asked Questions
How did West River Health Service Foundation and Subsidiaries Tax Deferred Annuity Plan assets move in 2024? ▼
How have West River Health Service Foundation and Subsidiaries plan assets changed over time? ▼
Where does West River Health Service Foundation and Subsidiaries Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
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Ways to act on West River Health Service Foundation and Subsidiaries Tax Deferred Annuity Plan's numbers.
- By total assets, West River Health Service Foundation and Subsidiaries Tax Deferred Annuity 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 North Dakota. Compare plans
- West River Health Service Foundation and Subsidiaries's sponsor-wide assets have grown 12.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans