401(k) · DOL Form 5500 · 2023
Virtua Health 401(k) Plan
Data updated 2026-08-11
- $990M
- Total assets
- 11,249
- Participants
- 99th
- Percentile by assets
- $88,042
- Avg per participant
Official DOL plan name: Virtua 401(k) Savings Plan · Sponsored by Virtua Health · New Jersey · Healthcare & Social Assistance
$990M in assets, 11,249 participants
Virtua Health's Virtua 401(k) Savings Plan reported $990M in total assets and 11,249 participants in its 2023 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 127,072 plans)
- #17,475 in Healthcare & Social Assistance (17,684 peers)
Coverage in New Jersey
Virtua 401(k) Savings Plan covers 11,249 participants in New Jersey, 13x the typical New Jersey plan (state average ~844 per filing). Assets: $990M.
- $990M
- total plan assets (2023 EOY)
- 11,249
- covered participants
- 99th
- percentile by assets (of 127,072 plans)
- $88,042
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Virtua 401(k) Savings Plan reported net income rose from -$65M in the plan year 2022 filing to $157M in the plan year 2023 filing.
- Virtua 401(k) Savings Plan end-of-year assets rose from $830M in the plan year 2022 filing to $990M in the plan year 2023 filing.
- Virtua 401(k) Savings Plan reported participants fell from 11,516 in the plan year 2022 filing to 11,249 in the plan year 2023 filing.
Participants vs New Jersey filers
In New Jersey, the average filing covers about 844 participants across 4,145 plans. Virtua 401(k) Savings Plan reports 11,249 participants - 13x that state average ($990M EOY assets).
New Jersey filing particulars
| Total Assets (Beginning of Year) | $830M |
|---|---|
| Net Assets (End of Year) | $990M |
| Net Income | $157M |
| Employer EIN | 223524939 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Virtua Health)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 12,694 | $997M |
| 2023 | 2 | 12,314 | $1.1B |
| 2024 | 2 | 13,907 | $1.3B |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Virtua 401(k) Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
- JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
- Verizon Savings Plan for Management Employees $27.8B · 78,072
- Johnson and Johnson Savings Plan $22.2B · 41,291
- Ernst & Young Retirement Savings Plan $15.5B · 59,346
- Merck US Savings Plan $13.4B · 26,850
Scale composition for Virtua 401(k) Savings Plan
Virtua 401(k) Savings Plan reports $990M in end-of-year assets across 11,249 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $88,042 per participant (64% of the national average assets-per-participant) . Net income for plan year 2023 was $157M.
This plan identity (EIN 223524939, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $830M to $1.2B (+42.4%) while covered participants moved from 11,516 to 12,936 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 11,516 | $830M | Open filing |
| 2023 | 11,249 | $990M | This page |
| 2024 · index core | 12,936 | $1.2B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Virtua 401(k) Savings Plan (401(k), $1.2B, 12,936 participants)
- Virtua Pension Equity Plan (Defined Benefit (Pension), $103M, 971 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Virtua 401(k) Savings Plan by total assets, not by location.
- Howmet Aerospace Salaried Retirement Savings Plan (PA) $988M · 2,895
- Retirement Plan of Research Triangle Institute (NC) $993M · 3,646
- Qurate Retail Group 401(k) Retirement Savings Plan for Qvc and Hsn (PA) $993M · 6,917
- Vf 401(k) Savings Plan (NC) $987M · 18,217
Frequently Asked Questions
How did Virtua 401(k) Savings Plan assets move in 2023? ▼
How have Virtua Health plan assets changed over time? ▼
Where does Virtua 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Virtua 401(k) Savings Plan? ▼
Next read for Virtua 401(k) Savings Plan
Filing takeaways
Ways to act on Virtua 401(k) Savings Plan's numbers.
- By total assets, Virtua 401(k) Savings Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New Jersey. Compare plans
- Virtua Health's sponsor-wide assets have grown 28.9% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans