Profit Sharing · DOL Form 5500 · 2023
Vna Health System Profit Sharing Plan
Data updated 2026-08-11
- $8M
- Total assets
- 94
- Participants
- 53rd
- Percentile by assets
- $81,407
- Avg per participant
Official DOL plan name: Vna Health System 403(b) Plan · Sponsored by Vna Health System · Pennsylvania · Healthcare & Social Assistance
$8M in assets, 94 participants
Vna Health System's Vna Health System 403(b) Plan reported $8M in total assets and 94 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.
- 53rd percentile by assets (of 127,072 plans)
- #10,307 in Healthcare & Social Assistance (17,684 peers)
Vna Health System multi-year trail
Vna Health System's plans moved +21.6% in assets from 2022 to 2024; this filing shows Vna Health System 403(b) Plan at $8M / 94 participants.
- $8M
- total plan assets (2023 EOY)
- 94
- covered participants
- 53rd
- percentile by assets (of 127,072 plans)
- $81,407
- avg assets per participant
Where Vna Health System 403(b) Plan sits by total assets
Vna Health System 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,652,244 Top 47% higher than 53% 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
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Vna Health System 403(b) Plan reported net income rose from -$1M in the plan year 2022 filing to $552K in the plan year 2023 filing.
- Vna Health System 403(b) Plan reported participants fell from 111 in the plan year 2022 filing to 94 in the plan year 2023 filing.
- Vna Health System 403(b) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
Vna Health System across 3 plan years on file
Across the 3 plan years Vna Health System has on file (2022-2024), sponsor-wide plan assets have moved from $7M to $9M, a gain of 21.6%, while reported participants moved from 111 to 82 (-26.1%). Peak year by sponsor assets: 2024 ($9M); trough: 2022 ($7M).
Vna Health System multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 111 | $7M |
| 2023 | 1 | 94 | $8M |
| 2024 | 1 | 82 | $9M |
Vna Health System filing trail (2023)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $552K |
| Employer EIN | 240833353 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Vna Health System 403(b) Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
- Eastern Atlantic States Carpenters Annuity Fund $2.1B · 17,441
- University of Pennsylvania Basic Plan $1.7B · 21,016
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.1B · 3,905
- Temple University Health System, Inc. Defined Contribution Retirement Plan $763M · 10,204
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $714M · 2,458
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Vna Health System 403(b) Plan by total assets, not by location.
Frequently Asked Questions
How did Vna Health System 403(b) Plan assets move in 2023? ▼
How have Vna Health System plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Vna Health System 403(b) Plan? ▼
Next read for Vna Health System 403(b) Plan
Multi-year trail
Ways to act on Vna Health System 403(b) Plan's numbers.
- By total assets, Vna Health System 403(b) Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Pennsylvania. Compare plans
- Vna Health System's sponsor-wide assets have grown 21.6% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans