How big is Mesa Developmental Services' plan?

Mesa Developmental Services' plan reported $5.6M in assets and 136 participants for 2024.

Original filing (PDF)20251015121547NAL0002272707001

Mesa Developmental Services

Name: Mesa Developmental Services — 403(b) Thrift Plan for, Form 5500 (2024)
Creator: Mesa Developmental Services
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

403(b) Thrift Plan for Employees of Mesa Developmental Services

401(k) retirement plan · Mesa Developmental Services' 403(b) Thrift Plan for Employees of Mesa Developmental Services held $5.6M in plan assets for 136 participants in 2024, with Mutual of America as recordkeeper.

Active participants

136

Accounts w/ balance

Plan assets (EOY)

$5.6M

Net assets (EOY)

$5.6M

People on this filing

Christopher Bergquist signed Mesa Developmental Services' 2024 Form 5500 as plan administrator.

Christopher Bergquist — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Mesa Developmental Services' EIN is 84-6044855.

EIN 84-6044855

Plan number 001

Plan year 2024

ACK ID 20251015121547NAL0002272707001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mesa Developmental Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mesa Developmental Services' plan includes a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MESA DEVELOPMENTAL SERVICES.

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How this plan invests

This plan

2 pooled trusts

Schedule D

46 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Helping the score

Below-peer total plan cost (93rd percentile).
High average account balance (85th percentile).

Plan sponsor

Name

MESA DEVELOPMENTAL SERVICES

EIN

all filings

Address

790 WELLINGTON AVE · GRAND JUNCTION, CO · 815016126

Phone

(970) 243-3702

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

EIDE BAILLY, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA INVESTMENT CORP	—	NEW YORK, NY	RECORD KEEPER	$1K	—
THE VARIABLE ANNUITY LIFE INS. CO.	74-1625348	HOUSTON, TX	PREVIOUS RECORD KEEPER	$0	—

Investments

46 direct securities · 2 pooled funds· $10.7M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Pooled Separate Accounts

$5.6M

46 holdings

Pooled Separate Account

$5.2M

2 holdings

					% of plan
SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 001	Pooled Separate Account	—	—	$5.1M	90.5%
2030 Retirement Fund Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$845K	15.0%
2035 Retirement Fund Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$500K	8.9%
Vanguard VIF Diversified Value Portfolio Pooled Separate Account N/A 398 * Mutual of America - Interest Accumulation Guaranteed Interest Account N/A	Pooled Separate Accounts	—	—	$467K	8.3%
2025 Retirement Fund Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$445K	7.9%
2045 Retirement Fund Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$403K	7.2%
Equity Index Fund Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$402K	7.2%
2020 Retirement Fund Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$397K	7.1%
Moderate Allocation Fund Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$275K	4.9%
2040 Retirement Fund Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$231K	4.1%
2050 Retirement Fund Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$203K	3.6%
T. Rowe Price Blue Chip Growth Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$168K	3.0%
Retirement Income Fund Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$161K	2.9%
Conservative Allocation Fund Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$159K	2.8%
American Century VP Cap Appreciation Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$149K	2.6%
Fidelity VIP Contrafund Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$115K	2.0%
Vanguard VIF Diversified Value Portfolio Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$106K	1.9%
Composite Fund Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$81K	1.4%
SEPARATE ACCOUNT VALIC · EIN 74-1625348 / PN 001	Pooled Separate Account	—	—	$66K	1.2%
Vanguard VIP International Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$53K	1.0%
Bond Fund Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$51K	0.9%
Vanguard VIF REIT Index Portfolio Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$34K	0.6%
Fidelity VIP Asset Manager Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$30K	0.5%
2060 Retirement Fund Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$29K	0.5%
Mid-Term Bond Fund Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$23K	0.4%
2015 Retirement Fund Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$22K	0.4%
Vanguard Total Bond Mk I Prt Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$21K	0.4%
Victory RS Small Cap Growth Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$21K	0.4%
Delaware VIP Small Cap Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$20K	0.4%
Mid-Cap Equity Index Fund Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$17K	0.3%
Aggressive Allocation Fund Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$15K	0.3%
Fidelity VIP Equity Income Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$13K	0.2%
PIMCO VIT Real Return Portfolio Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$12K	0.2%
Fidelity VIP Mid-Cap Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$12K	0.2%
Mutual of America - International Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$10K	0.2%
Mid-Cap Value Fund Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$9K	0.2%
Deutsche Capital Growth VIP Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$9K	0.2%
Small Cap Growth Fund Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$9K	0.2%
Neuberger Berman AMT Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$9K	0.2%
Mutual of America Small Cap Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$8K	0.1%
Small Cap Value Fund Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$7K	0.1%
Goldman Sachs VIT Small Cap Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$3K	<0.1%
Calvert VP SRI Balanced Portfolio Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$2K	<0.1%
Goldman Sachs VIT US Equity Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$2K	<0.1%
Oppenheimer Main Street VA Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$2K	<0.1%
MFS VIT III Mid Cap Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$2K	<0.1%
Mutual of America All America Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$2K	<0.1%
American Funds IS New World Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$2K	<0.1%