401(k) · DOL Form 5500 · 2023
Virtua Health 401(k) Plan
Data updated 2026-08-25
- $990M
- Total assets Above avg plan size
- 11,249
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $88,042
- Avg per participant Below avg balance/head
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.
- #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.
- #17,475
- in Healthcare & Social Assistance (17,684 peers)
- +19.3%
- assets growth YoY
- 9.9×
- vs typical plan assets (national mean)
Virtua 401(k) Savings Plan's outsized position by total assets
Virtua 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$990,383,230 Top 1% higher than 99% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Virtua 401(k) Savings Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Virtua 401(k) Savings Plan is a mega filing (11,249 participants), the rightmost band on the breakdown.
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.
EBSA filing schedule strip
Filing strip 223524939 · Virtua Health PY 2023 · 401(k)
Virtua 401(k) Savings Plan · $990M · 11,249 · 99th
- 5500 $990M
- 5500 11,249
- 5500 99th
- 5500 401(k)
- 5500 near Howmet Aerospace Salaried Retirement Savings Plan
- 5500 ind #17475
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 New Jersey →
Virtua 401(k) Savings Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Virtua Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.3B 28.901721188382933% vs 2022
- 2024 filing year
| 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.
- 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)
Virtua 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Howmet Aerospace Salaried Retirement Savings Plan in PA ($988M); by covered participants it is Hub International Limited 401(k) Savings Plan in IL (11,255 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($990M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (11,249 participants); asset peers above are excluded.
- Hub International Limited 401(k) Savings Plan (IL) 11,255 · 6 off
- Smart & Final 401(k) Savings Plan (CA) 11,239 · 10 off
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan (WI) 11,236 · 13 off
- Pappas Restaurants 401(k) Plan (TX) 11,234 · 15 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.