Other · DOL Form 5500 · 2022
Inova Health System Retirement Plan
Data updated 2026-08-11
- $131M
- Total assets
- 17,563
- Participants
- 94th
- Percentile by assets
- $7,468
- Avg per participant
Official DOL plan name: Inova Health System 403(b) Plan · Sponsored by Inova Health System · Virginia · Healthcare & Social Assistance
$131M in assets, 17,563 participants
Inova Health System's Inova Health System 403(b) Plan reported $131M in total assets and 17,563 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 139,126 plans)
- #19,034 in Healthcare & Social Assistance (20,060 peers)
Coverage in Virginia
Inova Health System 403(b) Plan covers 17,563 participants in Virginia, 22x the typical Virginia plan (state average ~782 per filing). Assets: $131M.
- $131M
- total plan assets (2022 EOY)
- 17,563
- covered participants
- 94th
- percentile by assets (of 139,126 plans)
- $7,468
- avg assets per participant
The plan reported a net loss of $31M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Virginia filers
In Virginia, the average filing covers about 782 participants across 3,655 plans. Inova Health System 403(b) Plan reports 17,563 participants - 22x that state average ($131M EOY assets).
Virginia filing particulars
| Total Assets (Beginning of Year) | $162M |
|---|---|
| Net Assets (End of Year) | $131M |
| Net Income | -$31M |
| Employer EIN | 541071867 |
| Plan Effective Date | 1981-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Inova Health System)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 35,478 | $2.5B |
| 2023 | 2 | 39,461 | $3.1B |
| 2024 | 2 | 43,773 | $3.7B |
Nearby Other Plans in Virginia
Peer Other plans, same state, same plan type, ranked by total assets.
Inova Health System 403(b) Plan vs. nearby Other plans in Virginia, assets vs. participants
- 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
- Carilion Clinic 403(b) Retirement Savings Plan $597M · 12,418
- Centra Health Matching Tax Deferred Savings Plan $595M · 6,854
Scale composition for Inova Health System 403(b) Plan
Inova Health System 403(b) Plan reports $131M in end-of-year assets across 17,563 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.019% of 93,925,755 covered participants) - about $7,468 per participant (5% of the national average assets-per-participant) . Net income for plan year 2022 was -$31M.
This plan identity (EIN 541071867, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $131M to $157M (+19.4%) while covered participants moved from 17,563 to 22,057 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 17,563 | $131M | This page |
| 2023 | 19,826 | $149M | Open filing |
| 2024 · index core | 22,057 | $157M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Inova Health System Retirement Savings Plan (401(k), $3.5B, 21,716 participants)
- Inova Health System 403(b) Plan (Other, $157M, 22,057 participants)
Similar-Sized Other Plans Nationally
Other plans in other states closest to Inova Health System 403(b) Plan by total assets, not by location.
- Vail Health Hospital Retirement Plan (CO) $131M · 1,463
- Suburban Hospital, Inc. 403(b) Savings Plan (MD) $131M · 1,877
- Curry College Defined Contribution Retirement Plan (MA) $131M · 599
- Retirement Plan for Employees of Pikeville Medical Center, Inc. (KY) $131M · 2,921
Frequently Asked Questions
How did Inova Health System 403(b) Plan assets move in 2022? ▼
How have Inova Health System plan assets changed over time? ▼
Where does Inova Health System 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Inova Health System 403(b) Plan? ▼
Next read for Inova Health System 403(b) Plan
Filing takeaways
Ways to act on Inova Health System 403(b) Plan's numbers.
- By total assets, Inova Health System 403(b) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Virginia. Compare plans
- Inova Health System's sponsor-wide assets have grown 46.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans