Defined Benefit (Pension) · DOL Form 5500 · 2023
Rocky Mountain Gastroenterology Associates, PLLC Pension Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 108
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $143,937
- Avg per participant Near avg balance/head
Official DOL plan name: Rocky Mountain Gastroenterology Associates, PLLC Cash Balance Plan · Sponsored by Rocky Mountain Gastroenterology Associates, PLLC · Colorado · Healthcare & Social Assistance
$16M in assets, 108 participants
Rocky Mountain Gastroenterology Associates, PLLC's Rocky Mountain Gastroenterology Associates, PLLC Cash Balance Plan reported $16M in total assets and 108 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.
- #12,886 in Healthcare & Social Assistance (17,684 peers)
Coverage in Colorado
Rocky Mountain Gastroenterology Associates, PLLC Cash Balance Plan covers 108 participants in Colorado, about 29% of the average Colorado filer (state average ~376 per filing). Assets: $16M.
- #12,886
- in Healthcare & Social Assistance (17,684 peers)
- +8.0%
- assets growth YoY
Rocky Mountain Gastroenterology Associates, PLLC Cash Balance Plan's outsized position by total assets
Rocky Mountain Gastroenterology Associates, PLLC Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$15,545,155 Top 32% higher than 68% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Rocky Mountain Gastroenterology Associates, PLLC Cash Balance Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rocky Mountain Gastroenterology Associates, PLLC Cash Balance Plan sits mid-pack in the medium band (108 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Rocky Mountain Gastroenterology Associates, PLLC Cash Balance Plan reported net income rose from -$371K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Rocky Mountain Gastroenterology Associates, PLLC Cash Balance Plan end-of-year assets rose from $14M in the plan year 2022 filing to $16M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 841350358 · Rocky Mountain Gastroenterology Associates, PLLC PY 2023 · Defined Benefit (Pension)
Rocky Mountain Gastroenterology Associates, PLLC Cash Balance Plan · $16M · 108 · 68th
- EIN $16M
- RANK 108
- PHOTO 68th
- IND Defined Benefit (Pension)
- EOY near Retirement Plan of the Ufcw National Health and Welfare Fund
- 5500 ind #12886
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 →
Rocky Mountain Gastroenterology Associates, PLLC Cash Balance Plan in the asset neighbourhood
Colorado filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $1M |
| Employer EIN | 841350358 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rocky Mountain Gastroenterology Associates, PLLC)
Sponsor-wide plan assets over time
All Rocky Mountain Gastroenterology Associates, PLLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $56M 0.9204466028135081% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 231 | $56M |
| 2023 | 2 | 241 | $65M |
| 2024 | 2 | 263 | $56M |
Nearby Defined Benefit (Pension) Plans in Colorado
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan $1.3B · 39,434
- Ball Pension Plan $951M · 1,506
- Pcs U.S. Employees' Pension Plan $854M · 1,340
- Medianews Group Pension Plan $434M · 213
- National Renewable Energy Laboratory Shared Security Pension Plan $406M · 2,822
Rocky Mountain Gastroenterology Associates, PLLC Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Colorado, the nearest Defined Benefit (Pension) by assets is Retirement Plan of the Ufcw National Health and Welfare Fund in NJ ($16M); by covered participants it is Southern Connecticut Vascular Center Cash Balance Plan in CT (108 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (108 participants); asset peers above are excluded.
- Southern Connecticut Vascular Center Cash Balance Plan (CT) 108 · 0 off
- National Federation of Independent Business Retirement Plan (TN) 108 · 0 off
- Electralloy Melt Shop, Production and Maintenance Employees Pension Plan (PA) 108 · 0 off
- Silgan White Cap Basic Non-Contributory Hourly Pension Plan (CA) 108 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.