My Plan Facts

Colorado › Educational services › 100 to 249 participants

Form 5500 statement · plan year 1 Jan 2024 to 31 Dec 2024

Resurrection Christian School 403(b) Plan

Sponsored by Resurrection Christian School, Loveland, CO

403(b) plan

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Form 5500 contains no individual account balances. Look up the original filing at EFAST2.

$2.6Mnet assets, end of plan year+20% on the year
192participants147 active
$13,725net assets per participantsame-size median $60,185
$634employer contributions per active participantsame-size median $2,447

Resurrection Christian School 403(b) Plan is a 403(b) plan sponsored by Resurrection Christian School of Loveland, Colorado. For the plan year ending 31 Dec 2024 it reported 192 participants, 147 of them active, and net assets of $2.6M.

Net assets came to $13,725 per participant, well below the $60,185 median for defined contribution plans with 100 to 249 participants and well below the $73,018 median for defined contribution plans in educational services. The figure is an average across everyone in the plan, including former employees with small balances; Form 5500 holds no individual account data.

The employer contributed $93K during the year, or $634 per active participant against a same-size median of $2,447; participants contributed $275K. Benefits paid out totalled $225K.

Schedule C lists 1 service provider organisation paid $5,000 or more, with reported compensation of $16K: $85.70 per participant, well below the same-size median of $194. Administrative expenses charged to the plan were $16K. Schedule C does not capture every cost: fees netted from fund returns and fees the employer pays directly are outside it.

Across the filings on record, net assets went from $1.5M in 2020 to $2.6M in 2024 (up 74%), and participants from 143 to 192 (up 34%).

The independent accountant's opinion on the financial statements was unmodified (unqualified), from an audit whose scope was limited under ERISA section 103(a)(3)(C) to exclude investment information certified by a bank or insurer.

Compared with similar plans

MeasureThis planSame sizeSame industryAll US DC plans
Net assets per participant$13,725$60,185$73,018$53,102
Employer contributions per active participant$634$2,447$2,838$2,175
Schedule C compensation per participant$85.70$194$95.66$123
Schedule C compensation, share of net assets0.62%0.32%0.13%0.26%
Administrative expenses per participant$85.70$176$89.26$116

Peer columns are medians for plan year 2024 across defined contribution plans with 100 or more participants: 100 to 249 participants (21,996 plans), educational services (2,753) and all US plans (63,460). Fee medians cover plans that report an amount.

Trend by plan year

2020: $1.5M2021: $2.0M2022: $1.8M2023: $2.2M2024: $2.6M$1.5M$2.6M202020222024
Net assets at year end
2020: 1432021: 1652022: 1902023: 1962024: 192143196192202020222024
Participants at year end
Plan yearParticipantsNet assetsPer participantEmployer contributionsParticipant contributionsSchedule C compensation
2024192$2.6M$13,724$93K$275K$16K
2023196$2.2M$11,189$93K$277K$16K
2022190$1.8M$9,584$92K$238K$13K
2021165$2.0M$11,952$98K$208K$16K
2020143$1.5M$10,573$90K$185K$30K

Years in which the plan filed the full Form 5500 with 100 or more participants, from 2009. Plan year is the year in which the plan year began.

Statement for the year

  • Net assets, beginning of year$2,192,867
  • Employer contributions$93,259
  • Participant contributions$275,066
  • Rollovers and other contributions—
  • Total contributions$368,325
  • Total income, including investment results$683,415
  • Benefits paid$224,558
  • Administrative expenses$16,454
  • Total expenses$241,012
  • Net income$442,403
  • Net transfers$0
  • Net assets, end of year$2,635,270

Participants

  • Active participants147
  • Retired or separated, receiving benefits0
  • Retired or separated, entitled to future benefits45
  • Participants with account balances135
  • Total participants, end of year192

Fees and service providers

$16KSchedule C compensation to organisations$16K direct · $0 indirect
$85.70per participantsame-size median $194
0.62%of net assetssame-size median 0.32%
$16Kadministrative expenses charged to the plan$85.70 per participant
OrganisationServices reportedDirectIndirect
Ascensus LLCRecordkeeping and information management$16,454$0

Schedule C, Part I line 2: providers that received $5,000 or more, with the form's own service codes. Individuals named on Schedule C (plan employees, individual trustees) are never shown and their compensation is excluded. Eligible indirect compensation disclosed by formula carries no dollar amount. See how to read Schedule C fees.

Administrative expenses on Schedule H

  • Contract administrator fees$16,454
  • Total administrative expenses$16,454

Investment structure

Assets at year end by Schedule H category. The form shows the kind of vehicle holding the money, not the funds on the menu.

  • Registered investment companies (mutual funds)$2.6M · 99.0%
  • Receivables$14K · 0.5%
  • Cash (interest and non-interest bearing)$9,887 · 0.4%
  • Participant loans$2,148 · 0.1%

Audit and compliance answers, as filed

  • Accountant's opinionUnmodified (unqualified)
  • Audit scope limited under ERISA section 103(a)(3)(C)Yes
  • Accounting firmDean Dorton Allen Ford PLLC
  • Participant contributions reported as transmitted lateYes, $1,592
  • Covered by a fidelity bondYes, $250,000
  • Blackout period during the yearNo

These are the plan administrator's own answers on Schedule H, Part IV. A reported late transmittal is the filer's disclosure of a timing lapse, usually corrected through the Department of Labor's voluntary program; the amount is the total involved, not a loss.

Plan characteristics

  • 2MCode section 403(b)(7) accounts (custodial accounts for regulated investment company stock)
  • 3DPre-approved pension plan
  • 2GTotal participant-directed account plan
  • 2FERISA section 404(c) plan
  • 2TTotal or partial participant-directed account plan with a default investment account

Codes entered on Form 5500 line 8a, with the labels from the official instructions. Business code 611000: Educational Services (including schools, colleges, & universities).

Similar plans in Colorado

PlanSponsorParticipantsNet assetsPer participant
Vail Mountain School 403(b) Retirement PlanVail Mountain School192$9.6M$49,903
Stanley British Primary School 403(b) PlanStanley British Primary School191$14.7M$77,213
Toastmasters International, Inc. 401(k) Profit Sharing PlanToastmasters International, Inc.196$17.7M$90,561
Colorado Springs School 403(b) Defined Contribution PlanThe Colorado Springs School167$9.5M$56,758
Clayton Early Learning 401(k) PlanTrustees for the George W Clayton Trust Aka217$6.9M$31,881
St. Anne's Episcopal School Defined Contribution Retirement PlanSt. Anne's Episcopal School, Inc.164$21.3M$129,666

Defined contribution plans in educational services closest in size.

Questions and answers

How big is Resurrection Christian School 403(b) Plan?

192 participants at the end of the plan year ending 31 Dec 2024, of whom 147 were active employees, with net assets of $2,635,270. Among defined contribution plans that places it in the 100 to 249 participants band, which held 21,996 plans in plan year 2024.

What does Resurrection Christian School contribute per participant?

The filing reports $93,259 in employer contributions for the year, which is $634 per active participant; the median for plans of the same type and size was $2,447 in plan year 2024. Form 5500 reports the total only. It does not state the match formula, and the per-participant figure is an average, not any one person's contribution.

What fees does the plan pay and how do they compare?

Schedule C reports $16,454 in compensation to service provider organisations, $85.70 per participant or 0.62% of net assets. The same-size median among plans reporting any Schedule C compensation was $194 per participant. Administrative expenses on Schedule H were $16,454. Investment costs deducted inside mutual funds and other pooled vehicles are not itemised on Form 5500, so these figures are a floor rather than a full cost.

Who runs the plan?

The sponsor is Resurrection Christian School. Recordkeeping or administration: Ascensus LLC. The financial statements were audited by Dean Dorton Allen Ford PLLC. Form 5500 also names the plan administrator's signer and other individuals; this site publishes organisations only.

Was the audit opinion unqualified?

The filing reports an unmodified (unqualified) opinion from a limited-scope audit, in which the accountant did not audit investment information certified by a bank or insurance company. Unmodified (formerly "unqualified") is the standard clean opinion.

How current is this, and does it show my balance?

This is the Form 5500 for the plan year 1 Jan 2024 to 31 Dec 2024, received by the Department of Labor on 5 Sep 2025. Filings are due seven months after the plan year ends, or nine and a half with an extension, so the public record always runs a year or more behind. It contains plan-level totals only: no individual balances, contributions or names of participants exist in the data.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files (Form 5500, Schedule H, Schedule C) for plan years 2009 to 2025, public domain, with filings received through 24 Aug 2026. This page shows the latest filing on record for EIN 84-1466285, plan 001, received 5 Sep 2025; an amended filing replaces it at the next build. Medians and percentiles are computed by this site; see the methodology. Report an error through corrections.