Defined Benefit (Pension) · DOL Form 5500 · 2022

Carilion Clinic Pension Plan

Data updated 2026-08-11

$1.3B
Total assets
10,722
Participants
99th
Percentile by assets
$118,956
Avg per participant
PlainRetire home → About this data

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.

  • 99th percentile by assets (of 139,126 plans)
  • #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.

$1.3B
total plan assets (2022 EOY)
10,722
covered participants
99th
percentile by assets (of 139,126 plans)
$118,956
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.

State
Virginia
Industry
Management of Enterprises

Participants vs Virginia filers

In Virginia, the average filing covers about 782 participants across 3,655 plans. Retirement Plan of Carilion Clinic reports 10,722 participants - 14x that state average ($1.3B EOY assets).

Virginia filing particulars

Total Assets (Beginning of Year)$1.3B
Net Assets (End of Year)$1.3B
Net Income-$7M
Employer EIN541190771
Plan Effective Date1970-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carilion Clinic)

$1.8B$2B$2.2B$2.4B$2.6B 202220232024 $1.98B $2.4B ▲ +21.2%
Total plan assets by year, all Carilion Clinic plans on file
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.

Retirement Plan of Carilion Clinic vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants

Retirement Plan of Carilion Clinic vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants Scatter plot of 6 data points. 020000400006000080000 05101520 Total assets ($B) Participants Retirement Plan of C…Northrop Grumman Pen…Retirement Security …Ng Space&mission Sys…Dominion Energy Pens…Sheet Metal Workers'…
Retirement Plan of Carilion Clinic vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants
Compare Retirement Plan of Carilion Clinic side-by-side with 3 peers →

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:

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Retirement Plan of Carilion Clinic by total assets, not by location.

Frequently Asked Questions

How did Retirement Plan of Carilion Clinic assets move in 2022? ▼
Retirement Plan of Carilion Clinic held essentially flat - down 0.4% during 2022, from $1.3B to $1.3B. Reported net income was -$7M.
How have Carilion Clinic plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carilion Clinic's sponsor-wide assets grew 20.7%, from $2.0B to $2.4B.
Where does Retirement Plan of Carilion Clinic rank by assets among Form 5500 filers? ▼
Retirement Plan of Carilion Clinic ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan of Carilion Clinic? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Xcel Energy Pension Plan and Xcel Energy Pension Plan for Bargaining Employees in MN ($1.3B, 7,035 participants).

Next read for Retirement Plan of Carilion Clinic

Filing takeaways

Ways to act on Retirement Plan of Carilion Clinic'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 541190771.

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.