Other · DOL Form 5500 · 2022

Association of State and Territorial Health Officials Retirement Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
215
Participants Below avg headcount
81st
Percentile by assets National rank
$120,684
Avg per participant Near avg balance/head
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Official DOL plan name: Association of State and Territorial Health Officials 403(b) Plan · Sponsored by Association of State and Territorial Health Officials · Virginia · Other Services

$26M in assets, 215 participants

Association of State and Territorial Health Officials's Association of State and Territorial Health Officials 403(b) Plan reported $26M in total assets and 215 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #7,579 in Other Services (8,398 peers)

Coverage in Virginia

Association of State and Territorial Health Officials 403(b) Plan covers 215 participants in Virginia, about 27% of the average Virginia filer (state average ~782 per filing). Assets: $26M.

#7,579
in Other Services (8,398 peers)
-2.9%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $772K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Association of State and Territorial Health Officials 403(b) Plan's outsized position by total assets

Association of State and Territorial Health Officials 403(b) Plan vs every filed plan by assets

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

$25,946,968 Top 19% higher than 81% 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

Association of State and Territorial Health Officials 403(b) 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. Association of State and Territorial Health Officials 403(b) Plan sits mid-pack in the medium band (215 participants).

Plan-year Form 5500 strip

Filing strip 351044487 · Association of State and Territorial Health Officials PY 2022 · Other

Association of State and Territorial Health Officials 403(b) Plan · $26M · 215 · 81st

  • VS-ST $26M
  • BOY 215
  • SCH 81st
  • EBSA Other
  • PART near By the Bay Health 403(b) Plan
  • TYPE ind #7579

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 Other Services retirement plans → · Plans in Virginia →

Association of State and Territorial Health Officials 403(b) Plan in the asset neighbourhood

West Virginia University Foundation DC Retirement PlanWest Virginia University Fou…$26MHuntingdon College Retirement Annuity Plan Tiaa-CrefHuntingdon College Retiremen…$26MAssociation of State and Territorial Health Officials 403(b) PlanAssociation of State and Ter…$26MBy the Bay Health 403(b) Plan$26MPrairie School Defined Contribution Retirement PlanPrairie School Defined Contr…$26M
End-of-year total assets ($M) among Association of State and Territorial Health Officials 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Virginia filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$26M
Net Income-$772K
Employer EIN351044487
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Association of State and Territorial Health Officials)

Sponsor-wide plan assets over time

All Association of State and Territorial Health Officials plans reported in each filing year

Latest sponsor-wide plan assets
$43M 67.0490979909483% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $26M $43.3M ▲ +67.0%
Year Plans Participants Total Assets
2022 1 215 $26M
2023 1 262 $35M
2024 1 313 $43M

Nearby Other Plans in Virginia

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

Association of State and Territorial Health Officials 403(b) Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Association of State and Territorial Health Officials 403(b) Plan, Total assets ($B): 0.025946968 · Participants: 215Association of State and Territorial Health Officials 403(b) 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
Association of State and Territorial Health Officials 403(b) Plan vs. nearby Other plans in Virginia, assets vs. participants

Association of State and Territorial Health Officials 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is By the Bay Health 403(b) Plan in CA ($26M); by covered participants it is The Boston Home, Inc. Retirement Savings Plan in MA (215 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (215 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 Association of State and Territorial Health Officials 403(b) Plan assets move in 2022?
Association of State and Territorial Health Officials 403(b) Plan edged down modestly - down 2.9% during 2022, from $27M to $26M. Reported net income was -$772K.
How have Association of State and Territorial Health Officials plan assets changed over time?
Across 3 plan years on file (2022-2024), Association of State and Territorial Health Officials's sponsor-wide assets grew 67.0%, from $26M to $43M.
Where does Association of State and Territorial Health Officials 403(b) Plan rank by assets among Form 5500 filers?
Association of State and Territorial Health Officials 403(b) Plan ranks in the 81st 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 Association of State and Territorial Health Officials 403(b) Plan?
Among Other plans in other states, the closest by assets is By the Bay Health 403(b) Plan in CA ($26M, 426 participants).
Which Other plans cover a similar participant headcount to Association of State and Territorial Health Officials 403(b) Plan?
Among Other plans in other states, the closest by covered participants is The Boston Home, Inc. Retirement Savings Plan in MA (215 participants, $7M in assets).