Other · DOL Form 5500 · 2022

Vna Health Group, Inc. Retirement Plan

Data updated 2026-08-11

$52M
Total assets
805
Participants
88th
Percentile by assets
$64,878
Avg per participant
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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.

  • 88th percentile by assets (of 139,126 plans)
  • #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.

$52M
total plan assets (2022 EOY)
805
covered participants
88th
percentile by assets (of 139,126 plans)
$64,878
avg assets per participant

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.

Where Tax Deferred Annuity Plan of Visiting Nurse sits 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 $2,010,000,000 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

State
New Jersey
Industry
Healthcare & Social Assistance

Tax Deferred Annuity Plan of Visiting Nurse vs the 2022 asset distribution

By assets, Tax Deferred Annuity Plan of Visiting Nurse outranks 88% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).

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.)

$100M$120M$140M$160M$180M 202220232024 $123M $159M ▲ +29.5%
Total plan assets by year, all Vna Health Group, Inc. plans on file
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 ($B) Participants Tax Deferred Annuity…, Total assets ($B): 0.052226669 · Participants: 805Tax Deferred Annuity…Consolidated 403(b) …, Total assets ($B): 1.561034783 · Participants: 18619Consolidated 403(b) …Princeton University…, Total assets ($B): 1.313612581 · Participants: 7627Princeton University…Rwjbarnabas Health 4…, Total assets ($B): 1.156327651 · Participants: 29563Rwjbarnabas Health 4…Educational Testing …, Total assets ($B): 0.821857381 · Participants: 3797Educational Testing …Atlantic Health Syst…, Total assets ($B): 0.759079123 · Participants: 19041Atlantic Health Syst…
Tax Deferred Annuity Plan of Visiting Nurse vs. nearby Other plans in New Jersey, assets vs. participants
Compare Tax Deferred Annuity Plan of Visiting Nu… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Tax Deferred Annuity Plan of Visiting Nurse by total assets, not by location.

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).

Next read for Tax Deferred Annuity Plan of Visiting Nu…

Scale reading

Ways to act on Tax Deferred Annuity Plan of Visiting Nurse's numbers.

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.