401(k) · DOL Form 5500 · 2022
Virtua Health 401(k) Plan
Data updated 2026-08-25
- $830M
- Total assets Above avg plan size
- 11,516
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $72,062
- Avg per participant Below avg balance/head
Official DOL plan name: Virtua 401(k) Savings Plan · Sponsored by Virtua Health · New Jersey · Healthcare & Social Assistance
$830M in assets, 11,516 participants
Virtua Health's Virtua 401(k) Savings Plan reported $830M in total assets and 11,516 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #19,845 in Healthcare & Social Assistance (20,060 peers)
Coverage in New Jersey
Virtua 401(k) Savings Plan covers 11,516 participants in New Jersey, 14x the typical New Jersey plan (state average ~844 per filing). Assets: $830M.
- #19,845
- in Healthcare & Social Assistance (20,060 peers)
- -7.2%
- assets change YoY
- 8.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $65M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Virtua 401(k) Savings Plan's outsized position by total assets
Virtua 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$829,865,302 Top 1% higher than 99% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Virtua 401(k) Savings Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Virtua 401(k) Savings Plan is a mega filing (11,516 participants), the rightmost band on the breakdown.
Plan-year Form 5500 strip
Filing strip 223524939 · Virtua Health PY 2022 · 401(k)
Virtua 401(k) Savings Plan · $830M · 11,516 · 99th
- EOY $830M
- 5500 11,516
- ASSETS 99th
- PCT 401(k)
- EIN near Tyler Technologies, Inc. 401(k) Profit Sharing Plan & Trust
- RANK ind #19845
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 New Jersey →
Virtua 401(k) Savings Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $895M |
|---|---|
| Net Assets (End of Year) | $830M |
| Net Income | -$65M |
| Employer EIN | 223524939 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Virtua Health)
Sponsor-wide plan assets over time
All Virtua Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.3B 28.901721188382933% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 12,694 | $997M |
| 2023 | 2 | 12,314 | $1.1B |
| 2024 | 2 | 13,907 | $1.3B |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $36.8B · 168,280
- Verizon Savings Plan for Management Employees $25.2B · 76,788
- Johnson and Johnson Savings Plan $21.2B · 43,271
- Pfizer Savings Plan $17.8B · 27,796
- Ernst & Young Retirement Savings Plan $12.4B · 52,975
Scale composition for Virtua 401(k) Savings Plan
Virtua 401(k) Savings Plan reports $830M in end-of-year assets across 11,516 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $72,062 per participant (52% of the national average assets-per-participant) . Net income for plan year 2022 was -$65M.
This plan identity (EIN 223524939, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $830M to $1.2B (+42.4%) while covered participants moved from 11,516 to 12,936 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 11,516 | $830M | This page |
| 2023 | 11,249 | $990M | Open filing |
| 2024 · index core | 12,936 | $1.2B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Virtua 401(k) Savings Plan (401(k), $1.2B, 12,936 participants)
- Virtua Pension Equity Plan (Defined Benefit (Pension), $103M, 971 participants)
Virtua 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Tyler Technologies, Inc. 401(k) Profit Sharing Plan & Trust in TX ($830M); by covered participants it is Nutrien 401(k) Retirement Plan in CO (11,560 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($830M here).
- Tyler Technologies, Inc. 401(k) Profit Sharing Plan & Trust (TX) $830M · 5,607
- Assa Abloy Inc. Retirement Savings Plan (CT) $831M · 9,172
- Eighth District Electrical Pension Fund Annuity Plan (NV) $831M · 19,282
- Hannaford Bros. Co., LLC Retirement Savings Plan (ME) $832M · 28,776
Similar participant headcount
Nearest other-state filings by covered participants (11,516 participants); asset peers above are excluded.
- Nutrien 401(k) Retirement Plan (CO) 11,560 · 44 off
- Savings Plan of Entergy Corporation and Subsidiaries (LA) 11,580 · 64 off
- Amgen Retirement and Savings Plan (CA) 11,445 · 71 off
- Brown & Brown, Inc Employee Savings Plan (FL) 11,437 · 79 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.