Other · DOL Form 5500 · 2022

Vna Health Group, Inc. Retirement Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
805
Participants Near avg headcount
88th
Percentile by assets National rank
$64,878
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Tax Deferred Annuity Plan of Visiting Nurse · Sponsored by Vna Health Group, Inc. · New Jersey · Healthcare & Social Assistance

$52M in assets, 805 participants

Vna Health Group, Inc.'s Tax Deferred Annuity Plan of Visiting Nurse reported $52M in total assets and 805 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #18,080 in Healthcare & Social Assistance (20,060 peers)

Where Tax Deferred Annuity Plan of Visiting Nurse sits by assets

Tax Deferred Annuity Plan of Visiting Nurse sits in the top quartile of all filed plans by assets, $52M for 805 participants (~$64,878/participant), down 11.4% in 2022.

#18,080
in Healthcare & Social Assistance (20,060 peers)
-11.4%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tax Deferred Annuity Plan of Visiting Nurse's outsized position by total assets

Tax Deferred Annuity Plan of Visiting Nurse vs every filed plan by assets

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

$52,226,669 Top 12% higher than 88% 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

Tax Deferred Annuity Plan of Visiting Nurse 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. Tax Deferred Annuity Plan of Visiting Nurse sits mid-pack in the medium band (805 participants).

Form 5500 schedule snapshot

Filing strip 222500029 · Vna Health Group, Inc. PY 2022 · Other

Tax Deferred Annuity Plan of Visiting Nurse · $52M · 805 · 88th

  • PART $52M
  • TYPE 805
  • NET 88th
  • BOOK Other
  • VS-ST near Longwood Gardens 403(b) Employer Match Retirement Plan
  • BOY ind #18080

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 →

Tax Deferred Annuity Plan of Visiting Nurse in the asset neighbourhood

Our Lady of the Lake University Defined Contribution Retirement PlanOur Lady of the Lake Univers…$52MMarietta Health Care Physicians, Inc. 403(b) PlanMarietta Health Care Physici…$52MTax Deferred Annuity Plan of Visiting NurseTax Deferred Annuity Plan of…$52MLongwood Gardens 403(b) Employer Match Retirement PlanLongwood Gardens 403(b) Empl…$52MHoly Innocents' Episcopal School 403(b) PlanHoly Innocents' Episcopal Sc…$52M
End-of-year total assets ($M) among Tax Deferred Annuity Plan of Visiting Nurse and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$59M
Net Assets (End of Year)$52M
Net Income-$7M
Employer EIN222500029
Plan Effective Date1974-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vna Health Group, Inc.)

Sponsor-wide plan assets over time

All Vna Health Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$159M 29.459340576998354% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $123M $159M ▲ +29.5%
Year Plans Participants Total Assets
2022 3 2,471 $123M
2023 3 2,484 $145M
2024 3 4,028 $159M

Nearby Other Plans in New Jersey

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

Tax Deferred Annuity Plan of Visiting Nurse vs. nearby Other plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.52 Total assets ($B) Participants Tax Deferred Annuity Plan of Visiting Nurse, Total assets ($B): 0.052226669 · Participants: 805Tax Deferred Annuity Plan of Visiting NurseConsolidated 403(b) Plan of Hackensack Meridian Health, Total assets ($B): 1.561034783 · Participants: 18619Consolidated 403(b) Plan of Hackensack Meridian HealthPrinceton University Retirement Savings Plan, Total assets ($B): 1.313612581 · Participants: 7627Princeton University Retirement Savings PlanRwjbarnabas Health 403(b) Savings Plan, Total assets ($B): 1.156327651 · Participants: 29563Rwjbarnabas Health 403(b) Savings PlanEducational Testing Service 403(b) Retirement Savings Plan, Total assets ($B): 0.821857381 · Participants: 3797Educational Testing Service 403(b) Retirement Savings PlanAtlantic Health System 403(b) Retirement Savings Plan, Total assets ($B): 0.759079123 · Participants: 19041Atlantic Health System 403(b) Retirement Savings Plan
Tax Deferred Annuity Plan of Visiting Nurse vs. nearby Other plans in New Jersey, assets vs. participants
Compare Tax Deferred Annuity Plan of Visiting Nurse side-by-side with 3 peers →

Tax Deferred Annuity Plan of Visiting Nurse's out-of-state Other peers by assets and headcount

Outside New Jersey, the nearest Other by assets is Longwood Gardens 403(b) Employer Match Retirement Plan in PA ($52M); by covered participants it is Assoc of Independent Colleges and Universities of Ohio Mep in OH (804 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (805 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 Tax Deferred Annuity Plan of Visiting Nurse assets move in 2022? ▼
Tax Deferred Annuity Plan of Visiting Nurse pulled back noticeably - down 11.4% during 2022, from $59M to $52M. Reported net income was -$7M.
How have Vna Health Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vna Health Group, Inc.'s sponsor-wide assets grew 29.5%, from $123M to $159M.
Where does Tax Deferred Annuity Plan of Visiting Nurse rank by assets among Form 5500 filers? ▼
Tax Deferred Annuity Plan of Visiting Nurse ranks in the 88th 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 Tax Deferred Annuity Plan of Visiting Nurse? ▼
Among Other plans in other states, the closest by assets is Longwood Gardens 403(b) Employer Match Retirement Plan in PA ($52M, 758 participants).
Which Other plans cover a similar participant headcount to Tax Deferred Annuity Plan of Visiting Nurse? ▼
Among Other plans in other states, the closest by covered participants is Assoc of Independent Colleges and Universities of Ohio Mep in OH (804 participants, $156M 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 222500029.

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.