Other · DOL Form 5500 · 2022
Carilion Clinic Retirement Plan
Data updated 2026-08-25
- $597M
- Total assets Above avg plan size
- 12,418
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $48,065
- Avg per participant Low balance/head
Official DOL plan name: Carilion Clinic 403(b) Retirement Savings Plan · Sponsored by Carilion Clinic · Virginia · Healthcare & Social Assistance
$597M in assets, 12,418 participants
Carilion Clinic's Carilion Clinic 403(b) Retirement Savings Plan reported $597M in total assets and 12,418 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- #19,742 in Healthcare & Social Assistance (20,060 peers)
Coverage in Virginia
Carilion Clinic 403(b) Retirement Savings Plan covers 12,418 participants in Virginia, 16x the typical Virginia plan (state average ~782 per filing). Assets: $597M.
- #19,742
- in Healthcare & Social Assistance (20,060 peers)
- -15.0%
- assets change YoY
- 6.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $105M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Carilion Clinic 403(b) Retirement Savings Plan's outsized position by total assets
Carilion Clinic 403(b) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$596,873,315 Top 2% higher than 98% 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
Carilion Clinic 403(b) Retirement 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. Carilion Clinic 403(b) Retirement Savings Plan is a mega filing (12,418 participants), the rightmost band on the breakdown.
Form 5500 schedule snapshot
Filing strip 541190771 · Carilion Clinic PY 2022 · Other
Carilion Clinic 403(b) Retirement Savings Plan · $597M · 12,418 · 98th
- RANK $597M
- PHOTO 12,418
- IND 98th
- EOY Other
- 5500 near Research Foundation of the City University of New York Defined Contribution Retirement Plan
- ASSETS ind #19742
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 403(b) Retirement Savings Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $702M |
|---|---|
| Net Assets (End of Year) | $597M |
| Net Income | -$105M |
| Employer EIN | 541190771 |
| Plan Effective Date | 1995-10-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 25,551 | $2.0B |
| 2023 | 3 | 26,344 | $2.3B |
| 2024 | 3 | 26,103 | $2.4B |
Nearby Other Plans in Virginia
Peer Other plans, same state, same plan type, ranked by total assets.
- Sentara 403(b) Savings Plan $2.7B · 26,421
- The George Washington University Supplemental Retirement Plan $1.4B · 7,903
- Institute for Defense Analyses Tax Deferred Annuity Plan $719M · 1,346
- Centra Health Matching Tax Deferred Savings Plan $595M · 6,854
- University of Richmond Defined Contribution Retirement Plan $556M · 1,837
Scale composition for Carilion Clinic 403(b) Retirement Savings Plan
Carilion Clinic 403(b) Retirement Savings Plan reports $597M in end-of-year assets across 12,418 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.013% of 93,925,755 covered participants) - about $48,065 per participant (35% of the national average assets-per-participant) . Net income for plan year 2022 was -$105M.
This plan identity (EIN 541190771, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $597M to $822M (+37.7%) while covered participants moved from 12,418 to 13,296 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 12,418 | $597M | This page |
| 2023 | 12,978 | $722M | Open filing |
| 2024 · index core | 13,296 | $822M | Open filing |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- Retirement Plan of Carilion Clinic (Defined Benefit (Pension), $1.4B, 10,559 participants)
- Carilion Clinic 403(b) Retirement Savings Plan (Other, $822M, 13,296 participants)
- Carilion Clinic 401(k) Retirement Savings Plan (401(k), $135M, 2,248 participants)
Carilion Clinic 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Virginia, the nearest Other by assets is Research Foundation of the City University of New York Defined Contribution Retirement Plan in NY ($595M); by covered participants it is Main Line Health, Inc. Retirement Savings Plan in PA (12,395 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($597M here).
- Research Foundation of the City University of New York Defined Contribution Retirement Plan (NY) $595M · 8,264
- Dana-Farber Cancer Institute Tax Deferred Annuity Plan (MA) $595M · 6,492
- Baptist Health System, Inc. Matched Savings Plan (FL) $593M · 11,219
- City of Hope National Medical Center Tax-Deferred Annuity Plan (CA) $591M · 7,898
Similar participant headcount
Nearest other-state filings by covered participants (12,418 participants); asset peers above are excluded.
- Main Line Health, Inc. Retirement Savings Plan (PA) 12,395 · 23 off
- Boston University Supplemental Retirement and Savings Plan (MA) 12,377 · 41 off
- Tower Health 403(b) Plan (PA) 12,324 · 94 off
- The Mitre Corporation Tax Sheltered Annuity Plan (MA) 12,320 · 98 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.