Defined Benefit (Pension) · DOL Form 5500 · 2022
Carilion Clinic Pension Plan
Data updated 2026-08-25
- $1.3B
- Total assets Very large vs avg
- 10,722
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $118,956
- Avg per participant Near avg balance/head
Official DOL plan name: Retirement Plan of Carilion Clinic · Sponsored by Carilion Clinic · Virginia · Management of Enterprises
$1.3B in assets, 10,722 participants
Carilion Clinic's Retirement Plan of Carilion Clinic reported $1.3B in total assets and 10,722 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #1,150 in Management of Enterprises (1,193 peers)
Coverage in Virginia
Retirement Plan of Carilion Clinic covers 10,722 participants in Virginia, 14x the typical Virginia plan (state average ~782 per filing). Assets: $1.3B.
- #1,150
- in Management of Enterprises (1,193 peers)
- -0.4%
- assets change YoY
- 13×
- 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.
Retirement Plan of Carilion Clinic's outsized position by total assets
Retirement Plan of Carilion Clinic vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,275,447,556 Top 1% higher than 99% 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
Retirement Plan of Carilion Clinic's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan of Carilion Clinic is a mega filing (10,722 participants), the rightmost band on the breakdown.
Plan-year Form 5500 strip
Filing strip 541190771 · Carilion Clinic PY 2022 · Defined Benefit (Pension)
Retirement Plan of Carilion Clinic · $1.3B · 10,722 · 99th
- RANK $1.3B
- RANK 10,722
- RANK 99th
- RANK Defined Benefit (Pension)
- RANK near Xcel Energy Pension Plan and Xcel Energy Pension Plan for Bargaining Employees
- RANK ind #1150
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 Management of Enterprises retirement plans → · Plans in Virginia →
Retirement Plan of Carilion Clinic in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $1.3B |
|---|---|
| Net Assets (End of Year) | $1.3B |
| Net Income | -$7M |
| Employer EIN | 541190771 |
| Plan Effective Date | 1970-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carilion Clinic)
Sponsor-wide plan assets over time
All Carilion Clinic plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.4B 20.722181716512168% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 25,551 | $2.0B |
| 2023 | 3 | 26,344 | $2.3B |
| 2024 | 3 | 26,103 | $2.4B |
Nearby Defined Benefit (Pension) Plans in Virginia
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Pension Plan $18.3B · 14,867
- Retirement Security Plan $9.4B · 54,531
- Ng Space&mission Systems Corp Salaried Pension Pla $8.1B · 7,799
- Dominion Energy Pension Plan $7.3B · 12,832
- Sheet Metal Workers' National Pension Fund $7.2B · 61,068
Scale composition for Retirement Plan of Carilion Clinic
Retirement Plan of Carilion Clinic reports $1.3B in end-of-year assets across 10,722 participants (0.010% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.011% of 93,925,755 covered participants) - about $118,956 per participant (86% of the national average assets-per-participant) . Net income for plan year 2022 was -$7M.
This plan identity (EIN 541190771, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.3B to $1.4B (+12.8%) while covered participants moved from 10,722 to 10,559 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 10,722 | $1.3B | This page |
| 2023 | 11,006 | $1.5B | Open filing |
| 2024 · index core | 10,559 | $1.4B | Open filing |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- Retirement Plan of Carilion Clinic (Defined Benefit (Pension), $1.4B, 10,559 participants)
- Carilion Clinic 403(b) Retirement Savings Plan (Other, $822M, 13,296 participants)
- Carilion Clinic 401(k) Retirement Savings Plan (401(k), $135M, 2,248 participants)
Retirement Plan of Carilion Clinic's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Virginia, the nearest Defined Benefit (Pension) by assets is Xcel Energy Pension Plan and Xcel Energy Pension Plan for Bargaining Employees in MN ($1.3B); by covered participants it is Pfizer Consolidated Pension Plan in NJ (10,752 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.3B here).
- Xcel Energy Pension Plan and Xcel Energy Pension Plan for Bargaining Employees (MN) $1.3B · 7,035
- Southern California Pipe Trades Retirement Fund (CA) $1.3B · 6,062
- Carpenters Pension Trust Fund of Kansas City (MO) $1.3B · 5,650
- Conocophillips Retirement Plan (TX) $1.3B · 4,178
Similar participant headcount
Nearest other-state filings by covered participants (10,722 participants); asset peers above are excluded.
- Pfizer Consolidated Pension Plan (NJ) 10,752 · 30 off
- Laborers National Pension Fund (TX) 10,753 · 31 off
- Frontier Communications Pension Plan (CT) 10,653 · 69 off
- Western Conference of Teamsters Supp Benefit Plan (CA) 10,846 · 124 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.