Other · DOL Form 5500 · 2022
Inova Health System Retirement Plan
Data updated 2026-08-25
- $131M
- Total assets Near avg plan size
- 17,563
- Participants Very large workforce
- 94th
- Percentile by assets National rank
- $7,468
- Avg per participant Low balance/head
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.
- #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.
- #19,034
- in Healthcare & Social Assistance (20,060 peers)
- -19.2%
- assets change YoY
- 1.3×
- vs typical plan assets (national mean)
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.
Inova Health System 403(b) Plan's outsized position by total assets
Inova Health System 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$131,158,119 Top 6% higher than 94% 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
Inova Health System 403(b) 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. Inova Health System 403(b) Plan is a mega filing (17,563 participants), the rightmost band on the breakdown.
Plan-year Form 5500 strip
Filing strip 541071867 · Inova Health System PY 2022 · Other
Inova Health System 403(b) Plan · $131M · 17,563 · 94th
- BOOK $131M
- VS-ST 17,563
- BOY 94th
- SCH Other
- EBSA near Vail Health Hospital Retirement Plan
- PART ind #19034
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 →
Inova Health System 403(b) Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Inova Health System plans reported in each filing year
- Latest sponsor-wide plan assets
- $3.7B 46.78229289637805% vs 2022
- 2024 filing year
| 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.
- 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)
Inova Health System 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Virginia, the nearest Other by assets is Vail Health Hospital Retirement Plan in CO ($131M); by covered participants it is Montefiore Medical Center 403(b) Plan in NY (17,563 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($131M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (17,563 participants); asset peers above are excluded.
- Montefiore Medical Center 403(b) Plan (NY) 17,563 · 0 off
- Fca US LLC Salaried Employees' Savings Plan (MI) 17,796 · 233 off
- Johns Hopkins Health System Corporation 403(b) Plan (MD) 17,244 · 319 off
- Norton Healthcare 403(b) Retirement Savings Plan (KY) 17,896 · 333 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.