Defined Benefit (Pension) · DOL Form 5500 · 2023

Virtua Health Pension Plan

Data updated 2026-08-25

$97M
Total assets Below avg plan size
1,065
Participants Near avg headcount
91st
Percentile by assets National rank
$90,838
Avg per participant Below avg balance/head
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Official DOL plan name: Virtua Pension Equity Plan · Sponsored by Virtua Health · New Jersey · Healthcare & Social Assistance

$97M in assets, 1,065 participants

Virtua Health's Virtua Pension Equity Plan reported $97M in total assets and 1,065 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #16,293 in Healthcare & Social Assistance (17,684 peers)

Where Virtua Pension Equity Plan sits by assets

Virtua Pension Equity Plan sits in the top 10% of all filed plans by assets, $97M for 1,065 participants (~$90,838/participant), down 42.1% in 2023.

#16,293
in Healthcare & Social Assistance (17,684 peers)
-42.1%
assets change YoY
1.0×
vs typical plan assets (national mean)

The plan reported a net loss of $70M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Virtua Pension Equity Plan's outsized position by total assets

Virtua Pension Equity Plan vs every filed plan by assets

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

$96,742,077 Top 9% higher than 91% 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

Virtua Pension Equity 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. Virtua Pension Equity Plan lands in the large band (1,065 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Virtua Pension Equity Plan end-of-year assets fell from $167M in the plan year 2022 filing to $97M in the plan year 2023 filing.
  • Virtua Pension Equity Plan reported participants fell from 1,178 in the plan year 2022 filing to 1,065 in the plan year 2023 filing.
  • Virtua Pension Equity Plan reported net income fell from -$66M in the plan year 2022 filing to -$70M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 223524939 · Virtua Health PY 2023 · Defined Benefit (Pension)

Virtua Pension Equity Plan · $97M · 1,065 · 91st

  • ASSETS $97M
  • ASSETS 1,065
  • ASSETS 91st
  • ASSETS Defined Benefit (Pension)
  • ASSETS near Laborers Local 235 Pension Fund
  • ASSETS ind #16293

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 New Jersey →

Virtua Pension Equity Plan in the asset neighbourhood

Merged Utu and Greenbrier Pension PlanMerged Utu and Greenbrier Pe…$97MRetirement Plan for Employees of Redington Fairview General HospitalRetirement Plan for Employee…$97MLaborers Local 235 Pension FundLaborers Local 235 Pension F…$97MVirtua Pension Equity Plan$97MAsbestos Workers L 24 Pen Fd Def Benefit PlanAsbestos Workers L 24 Pen Fd…$97M
End-of-year total assets ($M) among Virtua Pension Equity Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$167M
Net Assets (End of Year)$97M
Net Income-$70M
Employer EIN223524939
Plan Effective Date1961-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Virtua Health)

Sponsor-wide plan assets over time

All Virtua Health plans reported in each filing year

Latest sponsor-wide plan assets
$1.3B 28.901721188382933% vs 2022
2024 filing year
$0.9B$1B$1.1B$1.2B$1.3B$1.4B 202220232024 $1B $1.28B ▲ +28.0%
Year Plans Participants Total Assets
2022 2 12,694 $997M
2023 2 12,314 $1.1B
2024 2 13,907 $1.3B

Nearby Defined Benefit (Pension) Plans in New Jersey

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Virtua Pension Equity Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Virtua Pension Equity Plan, Total assets ($B): 0.096742077 · Participants: 1065Virtua Pension Equity PlanRetirement Plan of Johnson and Johnson, Total assets ($B): 21.174819996 · Participants: 37749Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 16.279006871 · Participants: 90644JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 13.864923 · Participants: 7492Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.225782081 · Participants: 16230The Prudential Merged Retirement PlanVerizon Pension Plan for Associates, Total assets ($B): 10.930667796 · Participants: 23778Verizon Pension Plan for Associates
Virtua Pension Equity Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Virtua Pension Equity Plan side-by-side with 3 peers →

Virtua Pension Equity Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Laborers Local 235 Pension Fund in NY ($97M); by covered participants it is Resideo Technologies, Inc. Pension Plan in AZ (1,063 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,065 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 Virtua Pension Equity Plan assets move in 2023? ▼
Virtua Pension Equity Plan contracted severely - down 42.1% during 2023, from $167M to $97M. Reported net income was -$70M.
How have Virtua Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Virtua Health's sponsor-wide assets grew 28.9%, from $997M to $1.3B.
Where does Virtua Pension Equity Plan rank by assets among Form 5500 filers? ▼
Virtua Pension Equity Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Virtua Pension Equity Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Laborers Local 235 Pension Fund in NY ($97M, 306 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Virtua Pension Equity Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Resideo Technologies, Inc. Pension Plan in AZ (1,063 participants, $197M 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 223524939.

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.