401(k) · DOL Form 5500 · 2022

Carilion Clinic 401(k) Plan

Data updated 2026-08-25

$112M
Total assets Near avg plan size
2,411
Participants Above avg headcount
93rd
Percentile by assets National rank
$46,570
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Carilion Clinic 401(k) Retirement Savings Plan · Sponsored by Carilion Clinic · Virginia · Healthcare & Social Assistance

$112M in assets, 2,411 participants

Carilion Clinic's Carilion Clinic 401(k) Retirement Savings Plan reported $112M in total assets and 2,411 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #18,914 in Healthcare & Social Assistance (20,060 peers)

Coverage in Virginia

Carilion Clinic 401(k) Retirement Savings Plan covers 2,411 participants in Virginia, 3.1x the typical Virginia plan (state average ~782 per filing). Assets: $112M.

#18,914
in Healthcare & Social Assistance (20,060 peers)
-18.4%
assets change YoY
1.1×
vs typical plan assets (national mean)

The plan reported a net loss of $25M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carilion Clinic 401(k) Retirement Savings Plan's outsized position by total assets

Carilion Clinic 401(k) Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$112,281,352 Top 7% higher than 93% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Carilion Clinic 401(k) Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carilion Clinic 401(k) Retirement Savings Plan lands in the large band (2,411 participants).

DOL schedule card

Filing strip 541190771 · Carilion Clinic PY 2022 · 401(k)

Carilion Clinic 401(k) Retirement Savings Plan · $112M · 2,411 · 93rd

  • SCH $112M
  • SCH 2,411
  • SCH 93rd
  • SCH 401(k)
  • SCH near Cogentrix Retirement Savings Plan
  • SCH ind #18914

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 Virginia →

Carilion Clinic 401(k) Retirement Savings Plan in the asset neighbourhood

Carilion Clinic 401(k) Retirement Savings PlanCarilion Clinic 401(k) Retir…$112MCogentrix Retirement Savings PlanCogentrix Retirement Savings…$112MCompass 401(k) Plan$112MReser's Fine Foods Inc, 401(k) PlanReser's Fine Foods Inc, 401(…$112MThe Herb Chambers Companies Section 401(k) PlanThe Herb Chambers Companies …$112M
End-of-year total assets ($M) among Carilion Clinic 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Virginia filing particulars

Total Assets (Beginning of Year)$138M
Net Assets (End of Year)$112M
Net Income-$25M
Employer EIN541190771
Plan Effective Date1995-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carilion Clinic)

Sponsor-wide plan assets over time

All Carilion Clinic plans reported in each filing year

Latest sponsor-wide plan assets
$2.4B 20.722181716512168% vs 2022
2024 filing year
$1.8B$2B$2.2B$2.4B$2.6B 202220232024 $1.98B $2.4B ▲ +21.2%
Year Plans Participants Total Assets
2022 3 25,551 $2.0B
2023 3 26,344 $2.3B
2024 3 26,103 $2.4B

Nearby 401(k) Plans in Virginia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Carilion Clinic 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -10010203040 Total assets ($B) Participants Carilion Clinic 401(k) Retirement Savings Plan, Total assets ($B): 0.112281352 · Participants: 2411Carilion Clinic 401(k) Retirement Savings PlanNorthrop Grumman Savings Plan, Total assets ($B): 32.567331218 · Participants: 92420Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 12.972737361 · Participants: 61481401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 9.624791923 · Participants: 36822General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 8.665678993 · Participants: 26125Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 8.232987243 · Participants: 31556Bae Systems Employees' Savings and Investment Plan
Carilion Clinic 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Carilion Clinic 401(k) Retirement Savings Plan side-by-side with 3 peers →

Carilion Clinic 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Cogentrix Retirement Savings Plan in NC ($112M); by covered participants it is The Durant Auto Group 401(k) Plan in TX (2,411 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($112M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,411 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Carilion Clinic 401(k) Retirement Savings Plan assets move in 2022? ▼
Carilion Clinic 401(k) Retirement Savings Plan declined sharply - down 18.4% during 2022, from $138M to $112M. Reported net income was -$25M.
How have Carilion Clinic plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carilion Clinic's sponsor-wide assets grew 20.7%, from $2.0B to $2.4B.
Where does Carilion Clinic 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Carilion Clinic 401(k) Retirement Savings Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Carilion Clinic 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cogentrix Retirement Savings Plan in NC ($112M, 395 participants).
Which 401(k) plans cover a similar participant headcount to Carilion Clinic 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Durant Auto Group 401(k) Plan in TX (2,411 participants, $53M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 541190771.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.