Other · DOL Form 5500 · 2022
Valley Health System Retirement Plan
Data updated 2026-08-11
- $419M
- Total assets
- 5,998
- Participants
- 98th
- Percentile by assets
- $69,889
- Avg per participant
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.
- 98th percentile by assets (of 139,126 plans)
- #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.
- $419M
- total plan assets (2022 EOY)
- 5,998
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $69,889
- avg assets per participant
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.
Participants vs Virginia filers
In Virginia, the average filing covers about 782 participants across 3,655 plans. Valley Health System Employee Contributory 403(b) Plan reports 5,998 participants - 7.7x that state average ($419M EOY assets).
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)
| 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.
Valley Health System Employee Contributory 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 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)
Similar-Sized Other Plans Nationally
Other plans in other states closest to Valley Health System Employee Contributory 403(b) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Valley Health System Employee Contributory 403(b) Plan assets move in 2022? ▼
How have Valley Health System plan assets changed over time? ▼
Where does Valley Health System Employee Contributory 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Valley Health System Employee Contributory 403(b) Plan? ▼
Next read for Valley Health System Employee Contributo…
Filing takeaways
Ways to act on Valley Health System Employee Contributory 403(b) Plan's numbers.
- By total assets, Valley Health System Employee Contributory 403(b) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Virginia. Compare plans
- Valley Health System's sponsor-wide assets have grown 105.1% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans