401(k) · DOL Form 5500 · 2022
Advantia Health LLC 401(k) Plan
Data updated 2026-08-25
- $38M
- Total assets Below avg plan size
- 597
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $63,334
- Avg per participant Low balance/head
Official DOL plan name: Advantia Health Retirement Plan · Sponsored by Advantia Health LLC · Virginia · Healthcare & Social Assistance
$38M in assets, 597 participants
Advantia Health LLC's Advantia Health Retirement Plan reported $38M in total assets and 597 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.
- #17,595 in Healthcare & Social Assistance (20,060 peers)
Where Advantia Health Retirement Plan sits by assets
Advantia Health Retirement Plan sits in the top quartile of all filed plans by assets, $38M for 597 participants (~$63,334/participant), down 21.1% in 2022.
- #17,595
- in Healthcare & Social Assistance (20,060 peers)
- -21.1%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Advantia Health Retirement Plan's outsized position by total assets
Advantia Health Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$37,810,625 Top 15% higher than 85% 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
Advantia Health Retirement 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. Advantia Health Retirement Plan sits mid-pack in the medium band (597 participants).
Published 5500 schedule card
Filing strip 465670849 · Advantia Health LLC PY 2022 · 401(k)
Advantia Health Retirement Plan · $38M · 597 · 85th
- BOY $38M
- SCH 597
- EBSA 85th
- PART 401(k)
- TYPE near Immunitybio 401(k) Plan
- NET ind #17595
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 →
Advantia Health Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $48M |
|---|---|
| Net Assets (End of Year) | $38M |
| Net Income | -$10M |
| Employer EIN | 465670849 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Advantia Health LLC)
Sponsor-wide plan assets over time
All Advantia Health LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $48M 27.28269104253103% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 597 | $38M |
| 2023 | 1 | 576 | $43M |
| 2024 | 1 | 553 | $48M |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $32.6B · 92,420
- 401(k) Pension Plan $13.0B · 61,481
- General Dynamics Corporation 401(k) Plan 6.0 $9.6B · 36,822
- Leidos, Inc. Retirement Plan $8.7B · 26,125
- Bae Systems Employees' Savings and Investment Plan $8.2B · 31,556
Advantia Health Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Immunitybio 401(k) Plan in CA ($38M); by covered participants it is H.W. Lochner, Inc. 401(k) Retirement Plan in IL (597 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($38M here).
- Immunitybio 401(k) Plan (CA) $38M · 641
- Dcca Retirement Savings Plan (MD) $38M · 223
- The Federal Savings Bank Retirement Plan (IL) $38M · 1,631
- Shoptikal 401(k) Plan (WI) $38M · 820
Similar participant headcount
Nearest other-state filings by covered participants (597 participants); asset peers above are excluded.
- H.W. Lochner, Inc. 401(k) Retirement Plan (IL) 597 · 0 off
- Wsb & Associates, Inc. 401(k) New Comparability Plan and Trust (MN) 597 · 0 off
- Nuwest Group Holdings, LLC 401(k) Profit Sharing Plan (WA) 597 · 0 off
- Best Labor 401(k) Plan (FL) 597 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.