Other · DOL Form 5500 · 2022
St. Josephs Villa Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 244
- Participants Below avg headcount
- 58th
- Percentile by assets National rank
- $29,249
- Avg per participant Low balance/head
Official DOL plan name: St. Josephs Villa 403b Plan · Sponsored by St. Josephs Villa · Virginia · Healthcare & Social Assistance
$7M in assets, 244 participants
St. Josephs Villa's St. Josephs Villa 403b Plan reported $7M in total assets and 244 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.
- #12,782 in Healthcare & Social Assistance (20,060 peers)
Coverage in Virginia
St. Josephs Villa 403b Plan covers 244 participants in Virginia, about 31% of the average Virginia filer (state average ~782 per filing). Assets: $7M.
- #12,782
- in Healthcare & Social Assistance (20,060 peers)
- +15.1%
- assets growth YoY
St. Josephs Villa 403b Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
St. Josephs Villa 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,136,737 Top 42% higher than 58% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
St. Josephs Villa 403b 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. St. Josephs Villa 403b Plan sits mid-pack in the medium band (244 participants).
DOL schedule card
Filing strip 540505950 · St. Josephs Villa PY 2022 · Other
St. Josephs Villa 403b Plan · $7M · 244 · 58th
- SCH $7M
- EBSA 244
- PART 58th
- TYPE Other
- NET near Morgan Memorial Goodwill Industries Inc 403 (B) Retirement Plan
- BOOK ind #12782
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 Virginia →
St. Josephs Villa 403b Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $933K |
| Employer EIN | 540505950 |
| Plan Effective Date | 1988-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (St. Josephs Villa)
Sponsor-wide plan assets over time
All St. Josephs Villa plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 7.334878670742666% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 244 | $7M |
| 2023 | 1 | 264 | $7M |
| 2024 | 1 | 310 | $8M |
Nearby Other Plans in Virginia
Peer Other plans, same state, same plan type, ranked by total assets.
- Sentara 403(b) Savings Plan $2.7B · 26,421
- The George Washington University Supplemental Retirement Plan $1.4B · 7,903
- Institute for Defense Analyses Tax Deferred Annuity Plan $719M · 1,346
- Carilion Clinic 403(b) Retirement Savings Plan $597M · 12,418
- Centra Health Matching Tax Deferred Savings Plan $595M · 6,854
St. Josephs Villa 403b Plan's out-of-state Other peers by assets and headcount
Outside Virginia, the nearest Other by assets is Morgan Memorial Goodwill Industries Inc 403 (B) Retirement Plan in MA ($7M); by covered participants it is The Oaks Academy DC Plan in IN (244 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (244 participants); asset peers above are excluded.
- The Oaks Academy DC Plan (IN) 244 · 0 off
- Clm Center for Life Management Tax Sheltered Annuity Plan (NH) 244 · 0 off
- Stewart Memorial Community Hospital Internal Revenue Code Section 403(b) (IA) 244 · 0 off
- Fisher College 403(b) DC Plan (MA) 244 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.