Defined Benefit (Pension) · DOL Form 5500 · 2023

Oncology & Hematology Associates of Southwest Virginia, Inc. Pension Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
111
Participants Small participant base
48th
Percentile by assets National rank
$53,525
Avg per participant Low balance/head
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Official DOL plan name: Oncology & Hematology Associates of Southwest Virginia, Inc. Cash Balance Plan · Sponsored by Oncology & Hematology Associates of Southwest Virginia, Inc. · Virginia · Healthcare & Social Assistance

$6M in assets, 111 participants

Oncology & Hematology Associates of Southwest Virginia, Inc.'s Oncology & Hematology Associates of Southwest Virginia, Inc. Cash Balance Plan reported $6M in total assets and 111 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #9,266 in Healthcare & Social Assistance (17,684 peers)

Coverage in Virginia

Oncology & Hematology Associates of Southwest Virginia, Inc. Cash Balance Plan covers 111 participants in Virginia, about 14% of the average Virginia filer (state average ~782 per filing). Assets: $6M.

#9,266
in Healthcare & Social Assistance (17,684 peers)
+83.5%
assets growth YoY

Oncology & Hematology Associates of Southwest Virginia, Inc. Cash Balance Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Oncology & Hematology Associates of Southwest Virginia, Inc. Cash Balance Plan vs every filed plan by assets

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

$5,941,255 48th percentile higher than 48% 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

Oncology & Hematology Associates of Southwest Virginia, Inc. Cash Balance Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oncology & Hematology Associates of Southwest Virginia, Inc. Cash Balance Plan sits mid-pack in the medium band (111 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oncology & Hematology Associates of Southwest Virginia, Inc. Cash Balance Plan reported net income rose from $164K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Oncology & Hematology Associates of Southwest Virginia, Inc. Cash Balance Plan end-of-year assets rose from $3M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Oncology & Hematology Associates of Southwest Virginia, Inc. Cash Balance Plan reported participants rose from 104 in the plan year 2022 filing to 111 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 541922084 · Oncology & Hematology Associates of Southwest Virginia, Inc. PY 2023 · Defined Benefit (Pension)

Oncology & Hematology Associates of Southwest Virginia, Inc. Cash Balance Plan · $6M · 111 · 48th

  • PART $6M
  • PART 111
  • PART 48th
  • PART Defined Benefit (Pension)
  • PART near Materials Hardware & Supply Co., Inc. Pension Plan
  • PART ind #9266

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 Virginia →

Oncology & Hematology Associates of Southwest Virginia, Inc. Cash Balance Plan in the asset neighbourhood

Clumeck Stern Schenkelberg & Getzoff Defined Benefit Pension PlanClumeck Stern Schenkelberg &…$6MArt Flock and Screen, Inc. Defined Benefit Pension PlanArt Flock and Screen, Inc. D…$6MOncology & Hematology Associates of Southwest Virginia, Inc. Cash Balance PlanOncology & Hematology Associ…$6MMaterials Hardware & Supply Co., Inc. Pension PlanMaterials Hardware & Supply …$6MIron Workers District Council of New England Staff Retirement PlanIron Workers District Counci…$6M
End-of-year total assets ($M) among Oncology & Hematology Associates of Southwest Virginia, Inc. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$6M
Net Income$3M
Employer EIN541922084
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oncology & Hematology Associates of Southwest Virginia, Inc.)

Sponsor-wide plan assets over time

All Oncology & Hematology Associates of Southwest Virginia, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 169.8115130784385% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 202220232024 $3.24M $8.74M ▲ +169.8%
Year Plans Participants Total Assets
2022 1 104 $3M
2023 1 111 $6M
2024 1 117 $9M

Nearby Defined Benefit (Pension) Plans in Virginia

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

Oncology & Hematology Associates of Southwest Virginia, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Oncology & Hematology Associates of Southwest Virginia, Inc. Cash Balance Plan, Total assets ($B): 0.005941255 · Participants: 111Oncology & Hematology Associates of Southwest Virginia, Inc. Cash Balance PlanNorthrop Grumman Pension Plan, Total assets ($B): 19.134846358 · Participants: 13674Northrop Grumman Pension PlanRetirement Security Plan, Total assets ($B): 10.184642779 · Participants: 54171Retirement Security PlanNg Space&mission Systems Corp Salaried Pension Pla, Total assets ($B): 8.450021632 · Participants: 7117Ng Space&mission Systems Corp Salaried Pension PlaSheet Metal Workers' National Pension Fund, Total assets ($B): 8.306466489 · Participants: 61272Sheet Metal Workers' National Pension FundDominion Energy Pension Plan, Total assets ($B): 7.570958933 · Participants: 12263Dominion Energy Pension Plan
Oncology & Hematology Associates of Southwest Virginia, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants
Compare Oncology & Hematology Associates of Southwest Virginia, Inc. Cash Balance Plan side-by-side with 3 peers →

Oncology & Hematology Associates of Southwest Virginia, Inc. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Virginia, the nearest Defined Benefit (Pension) by assets is Materials Hardware & Supply Co., Inc. Pension Plan in TX ($6M); by covered participants it is Kohler Credit Union Defined Benefit Plan and Trust in WI (111 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (111 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 Oncology & Hematology Associates of Southwest Virginia, Inc. Cash Balance Plan assets move in 2023? ▼
Oncology & Hematology Associates of Southwest Virginia, Inc. Cash Balance Plan surged - up 83.5% during 2023, from $3M to $6M. Reported net income was $3M.
How have Oncology & Hematology Associates of Southwest Virginia, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oncology & Hematology Associates of Southwest Virginia, Inc.'s sponsor-wide assets grew 169.8%, from $3M to $9M.
Which Defined Benefit (Pension) plans are similar in size to Oncology & Hematology Associates of Southwest Virginia, Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Materials Hardware & Supply Co., Inc. Pension Plan in TX ($6M, 4 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Oncology & Hematology Associates of Southwest Virginia, Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Kohler Credit Union Defined Benefit Plan and Trust in WI (111 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 541922084.

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.