Other · DOL Form 5500 · 2022

St. Charles Health Council, Inc. Retirement Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
195
Participants Below avg headcount
63rd
Percentile by assets National rank
$47,848
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: St. Charles Health Council, Inc. 403b Retirement Plan · Sponsored by St. Charles Health Council, Inc. · Virginia · Healthcare & Social Assistance

$9M in assets, 195 participants

St. Charles Health Council, Inc.'s St. Charles Health Council, Inc. 403b Retirement Plan reported $9M in total assets and 195 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #13,850 in Healthcare & Social Assistance (20,060 peers)

Coverage in Virginia

St. Charles Health Council, Inc. 403b Retirement Plan covers 195 participants in Virginia, about 25% of the average Virginia filer (state average ~782 per filing). Assets: $9M.

#13,850
in Healthcare & Social Assistance (20,060 peers)
-10.6%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

St. Charles Health Council, Inc. 403b Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

St. Charles Health Council, Inc. 403b Retirement Plan vs every filed plan by assets

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

$9,330,381 Top 37% higher than 63% 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

St. Charles Health Council, Inc. 403b 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. St. Charles Health Council, Inc. 403b Retirement Plan sits mid-pack in the medium band (195 participants).

Plan-year Form 5500 strip

Filing strip 237319768 · St. Charles Health Council, Inc. PY 2022 · Other

St. Charles Health Council, Inc. 403b Retirement Plan · $9M · 195 · 63rd

  • EBSA $9M
  • PART 195
  • TYPE 63rd
  • NET Other
  • BOOK near Hemsi 403(b) Plan
  • VS-ST ind #13850

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 →

St. Charles Health Council, Inc. 403b Retirement Plan in the asset neighbourhood

Community Services for Autistic Adults and Children 403(b) PlanCommunity Services for Autis…$9MSt. Charles Health Council, Inc. 403b Retirement PlanSt. Charles Health Council, …$9MHemsi 403(b) Plan$9MZoo Atlanta Retirement Savings PlanZoo Atlanta Retirement Savin…$9MSt. David's Center 403(b) PlanSt. David's Center 403(b) Pl…$9M
End-of-year total assets ($M) among St. Charles Health Council, Inc. 403b Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Virginia filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$1M
Employer EIN237319768
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. Charles Health Council, Inc.)

Sponsor-wide plan assets over time

All St. Charles Health Council, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 22.223422601928043% vs 2022
2024 filing year
$9M$10M$11M$12M 202220232024 $9.33M $11.4M ▲ +22.2%
Year Plans Participants Total Assets
2022 1 195 $9M
2023 1 188 $10M
2024 1 187 $11M

Nearby Other Plans in Virginia

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

St. Charles Health Council, Inc. 403b Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants St. Charles Health Council, Inc. 403b Retirement Plan, Total assets ($B): 0.009330381 · Participants: 195St. Charles Health Council, Inc. 403b 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
St. Charles Health Council, Inc. 403b Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants

St. Charles Health Council, Inc. 403b Retirement Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is Hemsi 403(b) Plan in AL ($9M); by covered participants it is Roosevelt Warm Springs Rehabilitation & Specialty Hospitals 403(b) Plan in GA (195 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (195 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 St. Charles Health Council, Inc. 403b Retirement Plan assets move in 2022?
St. Charles Health Council, Inc. 403b Retirement Plan pulled back noticeably - down 10.6% during 2022, from $10M to $9M. Reported net income was -$1M.
How have St. Charles Health Council, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), St. Charles Health Council, Inc.'s sponsor-wide assets grew 22.2%, from $9M to $11M.
Which Other plans are similar in size to St. Charles Health Council, Inc. 403b Retirement Plan?
Among Other plans in other states, the closest by assets is Hemsi 403(b) Plan in AL ($9M, 266 participants).
Which Other plans cover a similar participant headcount to St. Charles Health Council, Inc. 403b Retirement Plan?
Among Other plans in other states, the closest by covered participants is Roosevelt Warm Springs Rehabilitation & Specialty Hospitals 403(b) Plan in GA (195 participants, N/A in assets).