Fruita, CO Form 5500 retirement and benefit plan filings
City Form 5500 summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Fruita, CO has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $25,978,926 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 4
- Plan sponsors
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $25,978,926
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $25,978,926
Contributions & income
- Employer contributions
- $1,125,708
- Participant contributions
- $2,205,707
- Total income / additions
- $7,844,161
Expenses & distributions
- Benefits paid / distributions
- $1,823,722
- Total expenses
- $1,837,329
- Net increase / (decrease)
- $6,006,832
Coverage
- Total reported participants
- 1,313
- Plans with financial statements
- 3
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Fruita, CO plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Family Health West 403b Plan | Lower Valley Hospital Association | $25,565,026 | 2023 |
| Wakeboard Colorado, Inc. 401(K) Plan | Wakeboard Colorado, Inc. | $284,077 | 2023 |
| Threecent Corp. 401(K) Plan | Threecent Corp. | $129,823 | 2023 |
| Family Health West Health & Welfare Benefit Plan | The Lower Valley Hospital Association | not reported in the loaded dataset | 2023 |
Largest plans in Fruita → · Fruita plans by participants → · Fruita plans with financial data → · Fruita plans with provider compensation → · $1B+ plans in Fruita →
Related Form 5500 pages
- All CO Form 5500 filings
- Family Health West 403b Plan (plan 001)
- Lower Valley Hospital Association — all reported plans
- Wakeboard Colorado, Inc. 401(K) Plan (plan 001)
- Wakeboard Colorado, Inc. — all reported plans
- Threecent Corp. 401(K) Plan (plan 001)
- Threecent Corp. — all reported plans
- Family Health West Health & Welfare Benefit Plan (plan 501)
- Methodology
- Data sources