Other · DOL Form 5500 · 2024

Navajo Health Foundation - Sage Memorial Hospital, Inc. Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
270
Participants Below avg headcount
30th
Percentile by assets National rank
$7,760
Avg per participant Low balance/head
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Official DOL plan name: Sage Memorial Hospital Tax Sheltered Annuity · Sponsored by Navajo Health Foundation - Sage Memorial Hospital, Inc. · Arizona · Healthcare & Social Assistance

$2M in assets, 270 participants

Navajo Health Foundation - Sage Memorial Hospital, Inc.'s Sage Memorial Hospital Tax Sheltered Annuity reported $2M in total assets and 270 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #4,770 in Healthcare & Social Assistance (16,916 peers)

Coverage in Arizona

Sage Memorial Hospital Tax Sheltered Annuity covers 270 participants in Arizona, about 48% of the average Arizona filer (state average ~564 per filing). Assets: $2M.

#4,770
in Healthcare & Social Assistance (16,916 peers)
-16.9%
assets change YoY

The plan reported a net loss of $427K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sage Memorial Hospital Tax Sheltered Annuity among the smaller filed plans by assets

Sage Memorial Hospital Tax Sheltered Annuity vs every filed plan by assets

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

$2,095,096 30th percentile higher than 30% 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

Sage Memorial Hospital Tax Sheltered Annuity 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. Sage Memorial Hospital Tax Sheltered Annuity sits mid-pack in the medium band (270 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sage Memorial Hospital Tax Sheltered Annuity reported net income fell from $500K in the plan year 2023 filing to -$427K in the plan year 2024 filing.
  • Sage Memorial Hospital Tax Sheltered Annuity end-of-year assets fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Sage Memorial Hospital Tax Sheltered Annuity reported participants rose from 248 in the plan year 2023 filing to 270 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 237314364 · Navajo Health Foundation - Sage Memorial Hospital, Inc. PY 2024 · Other

Sage Memorial Hospital Tax Sheltered Annuity · $2M · 270 · 30th

  • EOY $2M
  • EOY 270
  • EOY 30th
  • EOY Other
  • EOY near California Vocations, Inc. Employer Matching Retirement Plan
  • EOY ind #4770

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 Arizona →

Sage Memorial Hospital Tax Sheltered Annuity in the asset neighbourhood

Porters Neck Village Retirement ProgramPorters Neck Village Retirem…$2MSage Memorial Hospital Tax Sheltered AnnuitySage Memorial Hospital Tax S…$2MCalifornia Vocations, Inc. Employer Matching Retirement PlanCalifornia Vocations, Inc. E…$2MMayo Healthcare Retirement Savings 403(b) PlanMayo Healthcare Retirement S…$2MJames Nola Investment Trust$2M
End-of-year total assets ($M) among Sage Memorial Hospital Tax Sheltered Annuity and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Arizona filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$427K
Employer EIN237314364
Plan Effective Date1974-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Navajo Health Foundation - Sage Memorial Hospital, Inc.)

Sponsor-wide plan assets over time

All Navajo Health Foundation - Sage Memorial Hospital, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 21.32713737814123% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.56M $4.31M ▲ +21.1%
Year Plans Participants Total Assets
2022 2 470 $4M
2023 2 472 $4M
2024 2 510 $4M

Nearby Other Plans in Arizona

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

Sage Memorial Hospital Tax Sheltered Annuity vs. nearby Other plans in Arizona, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.5 Total assets ($B) Participants Sage Memorial Hospital Tax Sheltered Annuity, Total assets ($B): 0.002095096 · Participants: 270Sage Memorial Hospital Tax Sheltered AnnuityHonor Health 403(b) Retirement Security Plan, Total assets ($B): 1.159242046 · Participants: 14781Honor Health 403(b) Retirement Security PlanOperating Engineers Local 428 Annuity Trust Fund, Total assets ($B): 0.313477902 · Participants: 7789Operating Engineers Local 428 Annuity Trust FundEl Rio Santa Cruz Neighborhood Health Center, Inc. Retirement Plan, Total assets ($B): 0.179629846 · Participants: 1976El Rio Santa Cruz Neighborhood Health Center, Inc. Retirement PlanBanner Health Employees 403(b) Plan, Total assets ($B): 0.172513637 · Participants: 11316Banner Health Employees 403(b) PlanKingman Healthcare, Inc. 403(b) Retirement Plan, Total assets ($B): 0.113715776 · Participants: 1897Kingman Healthcare, Inc. 403(b) Retirement Plan
Sage Memorial Hospital Tax Sheltered Annuity vs. nearby Other plans in Arizona, assets vs. participants
Compare Sage Memorial Hospital Tax Sheltered Annuity side-by-side with 3 peers →

Sage Memorial Hospital Tax Sheltered Annuity's out-of-state Other peers by assets and headcount

Outside Arizona, the nearest Other by assets is California Vocations, Inc. Employer Matching Retirement Plan in CA ($2M); by covered participants it is Belmont Abbey College Retirement Plan in NC (270 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (270 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 Sage Memorial Hospital Tax Sheltered Annuity assets move in 2024? ▼
Sage Memorial Hospital Tax Sheltered Annuity declined sharply - down 16.9% during 2024, from $3M to $2M. Reported net income was -$427K.
How have Navajo Health Foundation - Sage Memorial Hospital, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Navajo Health Foundation - Sage Memorial Hospital, Inc.'s sponsor-wide assets grew 21.3%, from $4M to $4M.
Which Other plans are similar in size to Sage Memorial Hospital Tax Sheltered Annuity? ▼
Among Other plans in other states, the closest by assets is California Vocations, Inc. Employer Matching Retirement Plan in CA ($2M, 131 participants).
Which Other plans cover a similar participant headcount to Sage Memorial Hospital Tax Sheltered Annuity? ▼
Among Other plans in other states, the closest by covered participants is Belmont Abbey College Retirement Plan in NC (270 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 237314364.

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.