Other · DOL Form 5500 · 2022

Virginia United Methodist Homes, Inc. Dba Pinnacle Living Retirement Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
793
Participants Near avg headcount
85th
Percentile by assets National rank
$47,164
Avg per participant Low balance/head
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Official DOL plan name: Pinnacle Living Tsa Retirement Plan · Sponsored by Virginia United Methodist Homes, Inc. Dba Pinnacle Living · Virginia · Healthcare & Social Assistance

$37M in assets, 793 participants

Virginia United Methodist Homes, Inc. Dba Pinnacle Living's Pinnacle Living Tsa Retirement Plan reported $37M in total assets and 793 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #17,572 in Healthcare & Social Assistance (20,060 peers)

Where Pinnacle Living Tsa Retirement Plan sits by assets

Pinnacle Living Tsa Retirement Plan sits in the top quartile of all filed plans by assets, $37M for 793 participants (~$47,164/participant), down 16.8% in 2022.

#17,572
in Healthcare & Social Assistance (20,060 peers)
-16.8%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pinnacle Living Tsa Retirement Plan's outsized position by total assets

Pinnacle Living Tsa Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$37,401,014 Top 15% higher than 85% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Pinnacle Living Tsa Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pinnacle Living Tsa Retirement Plan sits mid-pack in the medium band (793 participants).

Published 5500 schedule card

Filing strip 540720603 · Virginia United Methodist Homes, Inc. Dba Pinnacle Living PY 2022 · Other

Pinnacle Living Tsa Retirement Plan · $37M · 793 · 85th

  • BOY $37M
  • SCH 793
  • EBSA 85th
  • PART Other
  • TYPE near Kline Galland Center Tax Sheltered Annuity Plan
  • NET ind #17572

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 →

Pinnacle Living Tsa Retirement Plan in the asset neighbourhood

International Republican Institute Retirement Savings PlanInternational Republican Ins…$37MSeattle Symphony Savings Plan$37MPinnacle Living Tsa Retirement PlanPinnacle Living Tsa Retireme…$37MKline Galland Center Tax Sheltered Annuity PlanKline Galland Center Tax She…$37MThe 403(b) Thrift Plan for the Advertising Council, Inc.The 403(b) Thrift Plan for t…$37M
End-of-year total assets ($M) among Pinnacle Living Tsa Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$37M
Net Income-$8M
Employer EIN540720603
Plan Effective Date1982-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Virginia United Methodist Homes, Inc. Dba Pinnacle Living)

Sponsor-wide plan assets over time

All Virginia United Methodist Homes, Inc. Dba Pinnacle Living plans reported in each filing year

Latest sponsor-wide plan assets
$46M 23.31666729677436% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $37.4M $46.1M ▲ +23.3%
Year Plans Participants Total Assets
2022 1 793 $37M
2023 1 765 $41M
2024 1 799 $46M

Nearby Other Plans in Virginia

Peer Other plans, same state, same plan type, ranked by total assets.

Pinnacle Living Tsa Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Pinnacle Living Tsa Retirement Plan, Total assets ($B): 0.037401014 · Participants: 793Pinnacle Living Tsa Retirement PlanSentara 403(b) Savings Plan, Total assets ($B): 2.728114548 · Participants: 26421Sentara 403(b) Savings PlanThe George Washington University Supplemental Retirement Plan, Total assets ($B): 1.366750632 · Participants: 7903The George Washington University Supplemental Retirement PlanInstitute for Defense Analyses Tax Deferred Annuity Plan, Total assets ($B): 0.719336771 · Participants: 1346Institute for Defense Analyses Tax Deferred Annuity PlanCarilion Clinic 403(b) Retirement Savings Plan, Total assets ($B): 0.596873315 · Participants: 12418Carilion Clinic 403(b) Retirement Savings PlanCentra Health Matching Tax Deferred Savings Plan, Total assets ($B): 0.594755458 · Participants: 6854Centra Health Matching Tax Deferred Savings Plan
Pinnacle Living Tsa Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants
Compare Pinnacle Living Tsa Retirement Plan side-by-side with 3 peers →

Pinnacle Living Tsa Retirement Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is Kline Galland Center Tax Sheltered Annuity Plan in WA ($37M); by covered participants it is The Metropolitan Opera Retirement Savings Plan in NY (794 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (793 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Pinnacle Living Tsa Retirement Plan assets move in 2022? ▼
Pinnacle Living Tsa Retirement Plan declined sharply - down 16.8% during 2022, from $45M to $37M. Reported net income was -$8M.
How have Virginia United Methodist Homes, Inc. Dba Pinnacle Living plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Virginia United Methodist Homes, Inc. Dba Pinnacle Living's sponsor-wide assets grew 23.3%, from $37M to $46M.
Where does Pinnacle Living Tsa Retirement Plan rank by assets among Form 5500 filers? ▼
Pinnacle Living Tsa Retirement Plan ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Pinnacle Living Tsa Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Kline Galland Center Tax Sheltered Annuity Plan in WA ($37M, 664 participants).
Which Other plans cover a similar participant headcount to Pinnacle Living Tsa Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is The Metropolitan Opera Retirement Savings Plan in NY (794 participants, $196M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 540720603.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.