401(k) · DOL Form 5500 · 2023
Board of Trustees of the Hrsa-Ila Annuity & Savings Plan 401(k) Plan
Data updated 2026-08-11
- $214M
- Total assets
- 2,694
- Participants
- 95th
- Percentile by assets
- $79,596
- Avg per participant
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.
- 95th percentile by assets (of 127,072 plans)
- #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.
- $214M
- total plan assets (2023 EOY)
- 2,694
- covered participants
- 95th
- percentile by assets (of 127,072 plans)
- $79,596
- avg assets per participant
Where Hrsa-Ila Annuity & Savings Plan sits 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
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
- 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.
Participants vs Virginia filers
In Virginia, the average filing covers about 782 participants across 3,655 plans. Hrsa-Ila Annuity & Savings Plan reports 2,694 participants - 3.4x that state average ($214M EOY assets).
Virginia filing particulars
| Total Assets (Beginning of Year) | $181M |
|---|---|
| Net Assets (End of Year) | $214M |
| Net Income | $33M |
| Employer EIN | 541839163 |
| Plan Effective Date | 1996-10-03 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of the Hrsa-Ila Annuity & Savings Plan)
| 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
- Northrop Grumman Savings Plan $36.2B · 97,987
- 401(k) Pension Plan $15.0B · 62,467
- General Dynamics Corporation 401(k) Plan 6.0 $11.2B · 48,860
- Leidos, Inc. Retirement Plan $10.6B · 27,043
- Bae Systems Employees' Savings and Investment Plan $9.4B · 31,681
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Hrsa-Ila Annuity & Savings Plan by total assets, not by location.
- Lifestance Health 401(k) Plan (AZ) $214M · 8,081
- Tate & Lyle Salaried Comprehensive Retirement Plan (IL) $215M · 683
- Mckinstry Co. Profit Sharing and 401(k) Plan (WA) $215M · 1,295
- Monster Worldwide Inc. 401(k) Savings Plan (MA) $215M · 589
Frequently Asked Questions
How did Hrsa-Ila Annuity & Savings Plan assets move in 2023? ▼
How have Board of Trustees of the Hrsa-Ila Annuity & Savings Plan plan assets changed over time? ▼
Where does Hrsa-Ila Annuity & Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Hrsa-Ila Annuity & Savings Plan? ▼
Next read for Hrsa-Ila Annuity & Savings Plan
Filing takeaways
Ways to act on Hrsa-Ila Annuity & Savings Plan's numbers.
- By total assets, Hrsa-Ila Annuity & Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Virginia. Compare plans
- Board of Trustees of the Hrsa-Ila Annuity & Savings Plan's sponsor-wide assets have grown 40.2% since 2022 across 3 plan years on file. More Transportation & Warehousing plans