Other · DOL Form 5500 · 2023
Association of State and Territorial Health Officials Retirement Plan
Data updated 2026-08-25
- $35M
- Total assets Below avg plan size
- 262
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $131,743
- Avg per participant Near avg balance/head
Official DOL plan name: Association of State and Territorial Health Officials 403(b) Plan · Sponsored by Association of State and Territorial Health Officials · Virginia · Other Services
$35M in assets, 262 participants
Association of State and Territorial Health Officials's Association of State and Territorial Health Officials 403(b) Plan reported $35M in total assets and 262 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.
- #7,137 in Other Services (7,857 peers)
Coverage in Virginia
Association of State and Territorial Health Officials 403(b) Plan covers 262 participants in Virginia, about 33% of the average Virginia filer (state average ~782 per filing). Assets: $35M.
- #7,137
- in Other Services (7,857 peers)
- +33.0%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Association of State and Territorial Health Officials 403(b) Plan's outsized position by total assets
Association of State and Territorial Health Officials 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$34,516,572 Top 19% higher than 81% 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
Association of State and Territorial Health Officials 403(b) Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Association of State and Territorial Health Officials 403(b) Plan sits mid-pack in the medium band (262 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Association of State and Territorial Health Officials 403(b) Plan reported net income rose from -$772K in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Association of State and Territorial Health Officials 403(b) Plan end-of-year assets rose from $26M in the plan year 2022 filing to $35M in the plan year 2023 filing.
- Association of State and Territorial Health Officials 403(b) Plan reported participants rose from 215 in the plan year 2022 filing to 262 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 351044487 · Association of State and Territorial Health Officials PY 2023 · Other
Association of State and Territorial Health Officials 403(b) Plan · $35M · 262 · 81st
- ASSETS $35M
- PCT 262
- EIN 81st
- RANK Other
- PHOTO near Covenant College Retirement Plan Defined Contribution
- IND ind #7137
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 Other Services retirement plans → · Plans in Virginia →
Association of State and Territorial Health Officials 403(b) Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | $9M |
| Employer EIN | 351044487 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Association of State and Territorial Health Officials)
Sponsor-wide plan assets over time
All Association of State and Territorial Health Officials plans reported in each filing year
- Latest sponsor-wide plan assets
- $43M 67.0490979909483% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 215 | $26M |
| 2023 | 1 | 262 | $35M |
| 2024 | 1 | 313 | $43M |
Nearby Other Plans in Virginia
Peer Other plans, same state, same plan type, ranked by total assets.
- Sentara 403(b) Savings Plan $3.3B · 25,806
- The George Washington University Supplemental Retirement Plan $1.5B · 8,047
- Institute for Defense Analyses Tax Deferred Annuity Plan $801M · 1,453
- Carilion Clinic 403(b) Retirement Savings Plan $722M · 12,978
- Centra Health Matching Tax Deferred Savings Plan $670M · 7,141
Association of State and Territorial Health Officials 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Virginia, the nearest Other by assets is Covenant College Retirement Plan Defined Contribution in GA ($35M); by covered participants it is 403(b) Thrift Plan for Employees of Refocus, Inc. in RI (262 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($35M here).
Similar participant headcount
Nearest other-state filings by covered participants (262 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.