Profit Sharing · DOL Form 5500 · 2023

Vna Health System Profit Sharing Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
94
Participants Small participant base
53rd
Percentile by assets National rank
$81,407
Avg per participant Below avg balance/head
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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.

  • #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.

#10,307
in Healthcare & Social Assistance (17,684 peers)
+7.8%
assets growth YoY

Vna Health System 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

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

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

Vna Health System 403(b) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vna Health System 403(b) Plan is a small filing (94 participants) on this national headcount ladder.

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 240833353 · Vna Health System PY 2023 · Profit Sharing

Vna Health System 403(b) Plan · $8M · 94 · 53rd

  • SCH $8M
  • SCH 94
  • SCH 53rd
  • SCH Profit Sharing
  • SCH near The Joyce Foundation Employees Pension Plan
  • SCH ind #10307

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 Pennsylvania →

Vna Health System 403(b) Plan in the asset neighbourhood

David Colden a Professional Corporation Profit Sharing PlanDavid Colden a Professional …$8MVna Health System 403(b) Plan$8MThe Joyce Foundation Employees Pension PlanThe Joyce Foundation Employe…$8MNovasel & Schwarte Investments, Inc. Profit Sharing PlanNovasel & Schwarte Investmen…$8MKeith P. Tyler Profit Sharing PlanKeith P. Tyler Profit Sharin…$8M
End-of-year total assets ($M) among Vna Health System 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Vna Health System multi-year asset trail

Sponsor-wide plan assets over time

All Vna Health System plans reported in each filing year

Latest sponsor-wide plan assets
$9M 21.59980338886612% vs 2022
2024 filing year
$6.5M$7M$7.5M$8M$8.5M$9M 202220232024 $7.1M $8.63M ▲ +21.5%
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 EIN240833353
Plan Effective Date1994-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Vna Health System 403(b) Plan, Total assets ($B): 0.007652244 · Participants: 94Vna Health System 403(b) PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.13036391 · Participants: 17441Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.71732421 · Participants: 21016University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.126483012 · Participants: 3905International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.763491384 · Participants: 10204Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.71403391 · Participants: 2458Morgan, Lewis & Bockius LLP Defined Contribution Plan
Vna Health System 403(b) Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Vna Health System 403(b) Plan side-by-side with 3 peers →

Vna Health System 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is The Joyce Foundation Employees Pension Plan in IL ($8M); by covered participants it is Ecm Holding Group, LLC Profit-Sharing Plan in WI (94 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (94 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 Vna Health System 403(b) Plan assets move in 2023? ▼
Vna Health System 403(b) Plan grew at a solid clip - up 7.8% during 2023, from $7M to $8M. Reported net income was $552K.
How have Vna Health System plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vna Health System's sponsor-wide assets grew 21.6%, from $7M to $9M.
Which Profit Sharing plans are similar in size to Vna Health System 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is The Joyce Foundation Employees Pension Plan in IL ($8M, 32 participants).
Which Profit Sharing plans cover a similar participant headcount to Vna Health System 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Ecm Holding Group, LLC Profit-Sharing Plan in WI (94 participants, N/A 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 240833353.

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.