Other · DOL Form 5500 · 2022

Central Virginia Health Services, Inc. Retirement Plan

Data updated 2026-08-11

$29M
Total assets
375
Participants
82nd
Percentile by assets
$77,869
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Central Virginia Health Services Inc. Tax Shelter Annuity Retirement Plan · Sponsored by Central Virginia Health Services, Inc. · Virginia · Healthcare & Social Assistance

$29M in assets, 375 participants

Central Virginia Health Services, Inc.'s Central Virginia Health Services Inc. Tax Shelter Annuity Retirement Plan reported $29M in total assets and 375 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • 82nd percentile by assets (of 139,126 plans)
  • #17,098 in Healthcare & Social Assistance (20,060 peers)

Coverage in Virginia

Central Virginia Health Services Inc. Tax Shelter Annuity Retirement Plan covers 375 participants in Virginia, about 48% of the average Virginia filer (state average ~782 per filing). Assets: $29M.

$29M
total plan assets (2022 EOY)
375
covered participants
82nd
percentile by assets (of 139,126 plans)
$77,869
avg assets per participant

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Central Virginia Health Services Inc. Tax Shelter Annuity Retirement Plan sits by total assets

Central Virginia Health Services Inc. Tax Shelter Annuity Retirement Plan vs every filed plan by assets

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

$29,201,025 Top 18% higher than 82% 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
Virginia
Industry
Healthcare & Social Assistance

Participants vs Virginia filers

In Virginia, the average filing covers about 782 participants across 3,655 plans. Central Virginia Health Services Inc. Tax Shelter Annuity Retirement Plan reports 375 participants - about 48% of that state average ($29M EOY assets).

Virginia filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$29M
Net Income-$3M
Employer EIN540887287
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Central Virginia Health Services, Inc.)

$25M$30M$35M$40M$45M 202220232024 $29.2M $40M ▲ +37.0%
Total plan assets by year, all Central Virginia Health Services, Inc. plans on file
Year Plans Participants Total Assets
2022 1 375 $29M
2023 1 453 $36M
2024 1 524 $40M

Nearby Other Plans in Virginia

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

Central Virginia Health Services Inc. Tax Shelter Annuity Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Central Virginia Hea…, Total assets ($B): 0.029201025 · Participants: 375Central Virginia Hea…Sentara 403(b) Savin…, Total assets ($B): 2.728114548 · Participants: 26421Sentara 403(b) Savin…The George Washingto…, Total assets ($B): 1.366750632 · Participants: 7903The George Washingto…Institute for Defens…, Total assets ($B): 0.719336771 · Participants: 1346Institute for Defens…Carilion Clinic 403(…, Total assets ($B): 0.596873315 · Participants: 12418Carilion Clinic 403(…Centra Health Matchi…, Total assets ($B): 0.594755458 · Participants: 6854Centra Health Matchi…
Central Virginia Health Services Inc. Tax Shelter Annuity Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants
Compare Central Virginia Health Services Inc. Ta… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Central Virginia Health Services Inc. Tax Shelter Annuity Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Central Virginia Health Services Inc. Tax Shelter Annuity Retirement Plan assets move in 2022? ▼
Central Virginia Health Services Inc. Tax Shelter Annuity Retirement Plan pulled back noticeably - down 8.8% during 2022, from $32M to $29M. Reported net income was -$3M.
How have Central Virginia Health Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Central Virginia Health Services, Inc.'s sponsor-wide assets grew 37.0%, from $29M to $40M.
Where does Central Virginia Health Services Inc. Tax Shelter Annuity Retirement Plan rank by assets among Form 5500 filers? ▼
Central Virginia Health Services Inc. Tax Shelter Annuity Retirement Plan ranks in the 82nd 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 Central Virginia Health Services Inc. Tax Shelter Annuity Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Sweetser 403(b) Employees Savings Plan in ME ($29M, 688 participants).

Next read for Central Virginia Health Services Inc. Ta…

Filing takeaways

Ways to act on Central Virginia Health Services Inc. Tax Shelter Annuity Retirement Plan'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 540887287.

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.