Other · DOL Form 5500 · 2022
Valley Health System Retirement Plan
Data updated 2026-08-25
- $419M
- Total assets Above avg plan size
- 5,998
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $69,889
- Avg per participant Below avg balance/head
Official DOL plan name: Valley Health System Employee Contributory 403(b) Plan · Sponsored by Valley Health System · Virginia · Healthcare & Social Assistance
$419M in assets, 5,998 participants
Valley Health System's Valley Health System Employee Contributory 403(b) Plan reported $419M in total assets and 5,998 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.
- #19,620 in Healthcare & Social Assistance (20,060 peers)
Coverage in Virginia
Valley Health System Employee Contributory 403(b) Plan covers 5,998 participants in Virginia, 7.7x the typical Virginia plan (state average ~782 per filing). Assets: $419M.
- #19,620
- in Healthcare & Social Assistance (20,060 peers)
- -12.5%
- assets change YoY
- 4.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $60M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Valley Health System Employee Contributory 403(b) Plan's outsized position by total assets
Valley Health System Employee Contributory 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$419,195,646 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
Valley Health System Employee Contributory 403(b) 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. Valley Health System Employee Contributory 403(b) Plan lands in the large band (5,998 participants).
DOL schedule card
Filing strip 521357729 · Valley Health System PY 2022 · Other
Valley Health System Employee Contributory 403(b) Plan · $419M · 5,998 · 98th
- PHOTO $419M
- PHOTO 5,998
- PHOTO 98th
- PHOTO Other
- PHOTO near Electrical Workers Local 369 Retirement Fund
- PHOTO ind #19620
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 →
Valley Health System Employee Contributory 403(b) Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $479M |
|---|---|
| Net Assets (End of Year) | $419M |
| Net Income | -$60M |
| Employer EIN | 521357729 |
| Plan Effective Date | 1987-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Valley Health System)
Sponsor-wide plan assets over time
All Valley Health System plans reported in each filing year
- Latest sponsor-wide plan assets
- $860M 105.09111537861726% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,998 | $419M |
| 2023 | 2 | 7,614 | $782M |
| 2024 | 2 | 7,529 | $860M |
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 Valley Health System Employee Contributory 403(b) Plan
Valley Health System Employee Contributory 403(b) Plan reports $419M in end-of-year assets across 5,998 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $69,889 per participant (51% of the national average assets-per-participant) . Net income for plan year 2022 was -$60M.
This plan identity (EIN 521357729, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $419M to $542M (+29.3%) while covered participants moved from 5,998 to 6,189 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,998 | $419M | This page |
| 2023 | 6,102 | $489M | Open filing |
| 2024 · index core | 6,189 | $542M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Valley Health System Employee Contributory 403(b) Plan (Other, $542M, 6,189 participants)
- Valley Health System Merged Defined Benefit Plan (Defined Benefit (Pension), $318M, 1,340 participants)
Valley Health System Employee Contributory 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Virginia, the nearest Other by assets is Electrical Workers Local 369 Retirement Fund in KY ($418M); by covered participants it is Mers/Missouri Goodwill 403b Plan in MO (5,992 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($419M here).
- Electrical Workers Local 369 Retirement Fund (KY) $418M · 3,424
- Suffolk University Employee Retirement Plan (MA) $417M · 1,406
- Gonzaga University 403b Retirement Plan (WA) $417M · 1,426
- New York Blood Center Retirement Plan (NY) $416M · 2,320
Similar participant headcount
Nearest other-state filings by covered participants (5,998 participants); asset peers above are excluded.
- Mers/Missouri Goodwill 403b Plan (MO) 5,992 · 6 off
- The University of Chicago Medical Center Retirement Income Plan for Employees (IL) 5,988 · 10 off
- The Medical College of Wisconsin, Inc. Retirement Plan (WI) 6,020 · 22 off
- Pih Health, Inc. 403(b) Plan (CA) 5,963 · 35 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.