Other · DOL Form 5500 · 2023

Virginia United Methodist Homes, Inc. Dba Pinnacle Living Retirement Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
765
Participants Near avg headcount
83rd
Percentile by assets National rank
$53,458
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pinnacle Living Tsa Retirement Plan · Sponsored by Virginia United Methodist Homes, Inc. Dba Pinnacle Living · Virginia · Healthcare & Social Assistance

$41M in assets, 765 participants

Virginia United Methodist Homes, Inc. Dba Pinnacle Living's Pinnacle Living Tsa Retirement Plan reported $41M in total assets and 765 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #15,171 in Healthcare & Social Assistance (17,684 peers)

Where Pinnacle Living Tsa Retirement Plan sits by assets

Pinnacle Living Tsa Retirement Plan sits in the top quartile of all filed plans by assets, $41M for 765 participants (~$53,458/participant), up 9.3% in 2023.

#15,171
in Healthcare & Social Assistance (17,684 peers)
+9.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Pinnacle Living Tsa Retirement Plan's outsized position by total assets

Pinnacle Living Tsa Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$40,895,364 Top 17% higher than 83% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Pinnacle Living Tsa Retirement 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. Pinnacle Living Tsa Retirement Plan sits mid-pack in the medium band (765 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pinnacle Living Tsa Retirement Plan reported net income rose from -$8M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Pinnacle Living Tsa Retirement Plan end-of-year assets rose from $37M in the plan year 2022 filing to $41M in the plan year 2023 filing.
  • Pinnacle Living Tsa Retirement Plan reported participants fell from 793 in the plan year 2022 filing to 765 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 540720603 · Virginia United Methodist Homes, Inc. Dba Pinnacle Living PY 2023 · Other

Pinnacle Living Tsa Retirement Plan · $41M · 765 · 83rd

  • PART $41M
  • TYPE 765
  • NET 83rd
  • BOOK Other
  • VS-ST near Developmental Disabilities Institute, Inc. 403(b) Plan
  • BOY ind #15171

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 →

Pinnacle Living Tsa Retirement Plan in the asset neighbourhood

Beverly Hospital Matching Savings PlanBeverly Hospital Matching Sa…$41MDevelopmental Disabilities Institute, Inc. 403(b) PlanDevelopmental Disabilities I…$41MPinnacle Living Tsa Retirement PlanPinnacle Living Tsa Retireme…$41MPocono Health System Defined Contribution PlanPocono Health System Defined…$41MGraland Country Day School Retirement PlanGraland Country Day School R…$41M
End-of-year total assets ($M) among Pinnacle Living Tsa Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$41M
Net Income$3M
Employer EIN540720603
Plan Effective Date1982-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Virginia United Methodist Homes, Inc. Dba Pinnacle Living)

Sponsor-wide plan assets over time

All Virginia United Methodist Homes, Inc. Dba Pinnacle Living plans reported in each filing year

Latest sponsor-wide plan assets
$46M 23.31666729677436% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $37.4M $46.1M ▲ +23.3%
Year Plans Participants Total Assets
2022 1 793 $37M
2023 1 765 $41M
2024 1 799 $46M

Nearby Other Plans in Virginia

Peer Other plans, same state, same plan type, ranked by total assets.

Pinnacle Living Tsa Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Pinnacle Living Tsa Retirement Plan, Total assets ($B): 0.040895364 · Participants: 765Pinnacle Living Tsa Retirement PlanSentara 403(b) Savings Plan, Total assets ($B): 3.287712192 · Participants: 25806Sentara 403(b) Savings PlanThe George Washington University Supplemental Retirement Plan, Total assets ($B): 1.530650403 · Participants: 8047The George Washington University Supplemental Retirement PlanInstitute for Defense Analyses Tax Deferred Annuity Plan, Total assets ($B): 0.801043955 · Participants: 1453Institute for Defense Analyses Tax Deferred Annuity PlanCarilion Clinic 403(b) Retirement Savings Plan, Total assets ($B): 0.722085709 · Participants: 12978Carilion Clinic 403(b) Retirement Savings PlanCentra Health Matching Tax Deferred Savings Plan, Total assets ($B): 0.669994115 · Participants: 7141Centra Health Matching Tax Deferred Savings Plan
Pinnacle Living Tsa Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants
Compare Pinnacle Living Tsa Retirement Plan side-by-side with 3 peers →

Pinnacle Living Tsa Retirement Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is Developmental Disabilities Institute, Inc. 403(b) Plan in NY ($41M); by covered participants it is Margaret Mary Health Savings Plan in IN (765 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (765 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.

Frequently Asked Questions

How did Pinnacle Living Tsa Retirement Plan assets move in 2023? ▼
Pinnacle Living Tsa Retirement Plan grew at a solid clip - up 9.3% during 2023, from $37M to $41M. Reported net income was $3M.
How have Virginia United Methodist Homes, Inc. Dba Pinnacle Living plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Virginia United Methodist Homes, Inc. Dba Pinnacle Living's sponsor-wide assets grew 23.3%, from $37M to $46M.
Where does Pinnacle Living Tsa Retirement Plan rank by assets among Form 5500 filers? ▼
Pinnacle Living Tsa Retirement Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Pinnacle Living Tsa Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Developmental Disabilities Institute, Inc. 403(b) Plan in NY ($41M, 2,025 participants).
Which Other plans cover a similar participant headcount to Pinnacle Living Tsa Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Margaret Mary Health Savings Plan in IN (765 participants, $39M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 540720603.

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.