Defined Benefit (Pension) · DOL Form 5500 · 2022

Virtua Health Pension Plan

Data updated 2026-08-25

$167M
Total assets Near avg plan size
1,178
Participants Near avg headcount
95th
Percentile by assets National rank
$141,764
Avg per participant Near avg balance/head
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Official DOL plan name: Virtua Pension Equity Plan · Sponsored by Virtua Health · New Jersey · Healthcare & Social Assistance

$167M in assets, 1,178 participants

Virtua Health's Virtua Pension Equity Plan reported $167M in total assets and 1,178 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #19,186 in Healthcare & Social Assistance (20,060 peers)

Where Virtua Pension Equity Plan sits by assets

Virtua Pension Equity Plan sits in the top 5% of all filed plans by assets, $167M for 1,178 participants (~$141,764/participant), down 28.3% in 2022.

#19,186
in Healthcare & Social Assistance (20,060 peers)
-28.3%
assets change YoY
1.7×
vs typical plan assets (national mean)

The plan reported a net loss of $66M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Virtua Pension Equity Plan's outsized position by total assets

Virtua Pension Equity Plan vs every filed plan by assets

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

$166,997,515 Top 5% higher than 95% 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

Virtua Pension Equity 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. Virtua Pension Equity Plan lands in the large band (1,178 participants).

DOL schedule card

Filing strip 223524939 · Virtua Health PY 2022 · Defined Benefit (Pension)

Virtua Pension Equity Plan · $167M · 1,178 · 95th

  • EIN $167M
  • EIN 1,178
  • EIN 95th
  • EIN Defined Benefit (Pension)
  • EIN near Wesbanco, Inc. Defined Benefit Pension Plan
  • EIN ind #19186

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 New Jersey →

Virtua Pension Equity Plan in the asset neighbourhood

Virtua Pension Equity Plan$167MWesbanco, Inc. Defined Benefit Pension PlanWesbanco, Inc. Defined Benef…$167MAscension Healthcare Legacy ERISA Pension PlanAscension Healthcare Legacy …$167MMichigan Bac Pension Fund$167MIBEW Local Union No. 22/NECA Defined Benefit Pension Fund, Plan aIBEW Local Union No. 22/NECA…$167M
End-of-year total assets ($M) among Virtua Pension Equity Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$233M
Net Assets (End of Year)$167M
Net Income-$66M
Employer EIN223524939
Plan Effective Date1961-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Virtua Health)

Sponsor-wide plan assets over time

All Virtua Health plans reported in each filing year

Latest sponsor-wide plan assets
$1.3B 28.901721188382933% vs 2022
2024 filing year
$0.9B$1B$1.1B$1.2B$1.3B$1.4B 202220232024 $1B $1.28B ▲ +28.0%
Year Plans Participants Total Assets
2022 2 12,694 $997M
2023 2 12,314 $1.1B
2024 2 13,907 $1.3B

Nearby Defined Benefit (Pension) Plans in New Jersey

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Virtua Pension Equity Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Virtua Pension Equity Plan, Total assets ($B): 0.166997515 · Participants: 1178Virtua Pension Equity PlanRetirement Plan of Johnson and Johnson, Total assets ($B): 19.833052673 · Participants: 38100Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 14.820156855 · Participants: 102340JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 14.495801 · Participants: 7413Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.277296822 · Participants: 17538The Prudential Merged Retirement PlanVerizon Pension Plan for Associates, Total assets ($B): 10.941506503 · Participants: 25746Verizon Pension Plan for Associates
Virtua Pension Equity Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Virtua Pension Equity Plan side-by-side with 3 peers →

Virtua Pension Equity Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Wesbanco, Inc. Defined Benefit Pension Plan in WV ($167M); by covered participants it is California Water Service Company Pension Plan in CA (1,179 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,178 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 Virtua Pension Equity Plan assets move in 2022? ▼
Virtua Pension Equity Plan declined sharply - down 28.3% during 2022, from $233M to $167M. Reported net income was -$66M.
How have Virtua Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Virtua Health's sponsor-wide assets grew 28.9%, from $997M to $1.3B.
Where does Virtua Pension Equity Plan rank by assets among Form 5500 filers? ▼
Virtua Pension Equity Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Virtua Pension Equity Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Wesbanco, Inc. Defined Benefit Pension Plan in WV ($167M, 323 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Virtua Pension Equity Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is California Water Service Company Pension Plan in CA (1,179 participants, $738M 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 223524939.

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.