401(k) · DOL Form 5500 · 2023

Board of Trustees of the Hrsa-Ila Annuity & Savings Plan 401(k) Plan

Data updated 2026-08-25

$214M
Total assets Near avg plan size
2,694
Participants Above avg headcount
95th
Percentile by assets National rank
$79,596
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hrsa-Ila Annuity & Savings Plan · Sponsored by Board of Trustees of the Hrsa-Ila Annuity & Savings Plan · Virginia · Transportation & Warehousing

$214M in assets, 2,694 participants

Board of Trustees of the Hrsa-Ila Annuity & Savings Plan's Hrsa-Ila Annuity & Savings Plan reported $214M in total assets and 2,694 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #3,138 in Transportation & Warehousing (3,362 peers)

Coverage in Virginia

Hrsa-Ila Annuity & Savings Plan covers 2,694 participants in Virginia, 3.4x the typical Virginia plan (state average ~782 per filing). Assets: $214M.

#3,138
in Transportation & Warehousing (3,362 peers)
+18.3%
assets growth YoY
2.2×
vs typical plan assets (national mean)

Hrsa-Ila Annuity & Savings Plan's outsized position by total assets

Hrsa-Ila Annuity & Savings Plan vs every filed plan by assets

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

$214,431,081 Top 5% higher than 95% 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

Hrsa-Ila Annuity & Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hrsa-Ila Annuity & Savings Plan lands in the large band (2,694 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hrsa-Ila Annuity & Savings Plan reported net income rose from -$7M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • Hrsa-Ila Annuity & Savings Plan end-of-year assets rose from $181M in the plan year 2022 filing to $214M in the plan year 2023 filing.
  • Hrsa-Ila Annuity & Savings Plan reported participants rose from 2,325 in the plan year 2022 filing to 2,694 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 541839163 · Board of Trustees of the Hrsa-Ila Annuity & Savings Plan PY 2023 · 401(k)

Hrsa-Ila Annuity & Savings Plan · $214M · 2,694 · 95th

  • PHOTO $214M
  • IND 2,694
  • EOY 95th
  • 5500 401(k)
  • ASSETS near Lifestance Health 401(k) Plan
  • PCT ind #3138

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 Transportation & Warehousing retirement plans → · Plans in Virginia →

Hrsa-Ila Annuity & Savings Plan in the asset neighbourhood

Monster Worldwide Inc. 401(k) Savings PlanMonster Worldwide Inc. 401(k…$215MMckinstry Co. Profit Sharing and 401(k) PlanMckinstry Co. Profit Sharing…$215MTate & Lyle Salaried Comprehensive Retirement PlanTate & Lyle Salaried Compreh…$215MHrsa-Ila Annuity & Savings PlanHrsa-Ila Annuity & Savings P…$214MLifestance Health 401(k) Plan$214M
End-of-year total assets ($M) among Hrsa-Ila Annuity & Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$181M
Net Assets (End of Year)$214M
Net Income$33M
Employer EIN541839163
Plan Effective Date1996-10-03
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of the Hrsa-Ila Annuity & Savings Plan)

Sponsor-wide plan assets over time

All Board of Trustees of the Hrsa-Ila Annuity & Savings Plan plans reported in each filing year

Latest sponsor-wide plan assets
$254M 40.23889022102633% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $181M $254M ▲ +40.2%
Year Plans Participants Total Assets
2022 1 2,325 $181M
2023 1 2,694 $214M
2024 1 3,071 $254M

Nearby 401(k) Plans in Virginia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Hrsa-Ila Annuity & Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Hrsa-Ila Annuity & Savings Plan, Total assets ($B): 0.214431081 · Participants: 2694Hrsa-Ila Annuity & Savings PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Hrsa-Ila Annuity & Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Hrsa-Ila Annuity & Savings Plan side-by-side with 3 peers →

Hrsa-Ila Annuity & Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Lifestance Health 401(k) Plan in AZ ($214M); by covered participants it is Xincon Home-Healthcare Services Profit Sharing Plan in NY (2,694 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($214M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,694 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 Hrsa-Ila Annuity & Savings Plan assets move in 2023? ▼
Hrsa-Ila Annuity & Savings Plan grew sharply - up 18.3% during 2023, from $181M to $214M. Reported net income was $33M.
How have Board of Trustees of the Hrsa-Ila Annuity & Savings Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of the Hrsa-Ila Annuity & Savings Plan's sponsor-wide assets grew 40.2%, from $181M to $254M.
Where does Hrsa-Ila Annuity & Savings Plan rank by assets among Form 5500 filers? ▼
Hrsa-Ila Annuity & Savings Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Hrsa-Ila Annuity & Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lifestance Health 401(k) Plan in AZ ($214M, 8,081 participants).
Which 401(k) plans cover a similar participant headcount to Hrsa-Ila Annuity & Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Xincon Home-Healthcare Services Profit Sharing Plan in NY (2,694 participants, $15M 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 541839163.

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.