Other · DOL Form 5500 · 2023

Vna Health Group, Inc. Retirement Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
848
Participants Near avg headcount
88th
Percentile by assets National rank
$75,891
Avg per participant Below avg balance/head
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Official DOL plan name: Tax Deferred Annuity Plan of Visiting Nurse · Sponsored by Vna Health Group, Inc. · New Jersey · Healthcare & Social Assistance

$64M in assets, 848 participants

Vna Health Group, Inc.'s Tax Deferred Annuity Plan of Visiting Nurse reported $64M in total assets and 848 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #15,855 in Healthcare & Social Assistance (17,684 peers)

Where Tax Deferred Annuity Plan of Visiting Nurse sits by assets

Tax Deferred Annuity Plan of Visiting Nurse sits in the top quartile of all filed plans by assets, $64M for 848 participants (~$75,891/participant), up 23.2% in 2023.

#15,855
in Healthcare & Social Assistance (17,684 peers)
+23.2%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Tax Deferred Annuity Plan of Visiting Nurse's outsized position by total assets

Tax Deferred Annuity Plan of Visiting Nurse vs every filed plan by assets

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

$64,355,195 Top 12% higher than 88% 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

Tax Deferred Annuity Plan of Visiting Nurse 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. Tax Deferred Annuity Plan of Visiting Nurse sits mid-pack in the medium band (848 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tax Deferred Annuity Plan of Visiting Nurse reported net income rose from -$7M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Tax Deferred Annuity Plan of Visiting Nurse end-of-year assets rose from $52M in the plan year 2022 filing to $64M in the plan year 2023 filing.
  • Tax Deferred Annuity Plan of Visiting Nurse reported participants rose from 805 in the plan year 2022 filing to 848 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 222500029 · Vna Health Group, Inc. PY 2023 · Other

Tax Deferred Annuity Plan of Visiting Nurse · $64M · 848 · 88th

  • BOY $64M
  • BOY 848
  • BOY 88th
  • BOY Other
  • BOY near Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan
  • BOY ind #15855

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 →

Tax Deferred Annuity Plan of Visiting Nurse in the asset neighbourhood

Pine Crest Preparatory School, Inc. 403(b) PlanPine Crest Preparatory Schoo…$64MTax Deferred Annuity Plan of Visiting NurseTax Deferred Annuity Plan of…$64MDurham Academy, Inc. Defined Contribution and Tax Deferred Annuity PlanDurham Academy, Inc. Defined…$64MUniversity of St. Thomas 403(b) Retirement PlanUniversity of St. Thomas 403…$64MSan Francisco Museum of Modern Art Retirement PlanSan Francisco Museum of Mode…$64M
End-of-year total assets ($M) among Tax Deferred Annuity Plan of Visiting Nurse and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$64M
Net Income$12M
Employer EIN222500029
Plan Effective Date1974-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vna Health Group, Inc.)

Sponsor-wide plan assets over time

All Vna Health Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$159M 29.459340576998354% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $123M $159M ▲ +29.5%
Year Plans Participants Total Assets
2022 3 2,471 $123M
2023 3 2,484 $145M
2024 3 4,028 $159M

Nearby Other Plans in New Jersey

Peer Other plans, same state, same plan type, ranked by total assets.

Tax Deferred Annuity Plan of Visiting Nurse vs. nearby Other plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.522.5 Total assets ($B) Participants Tax Deferred Annuity Plan of Visiting Nurse, Total assets ($B): 0.064355195 · Participants: 848Tax Deferred Annuity Plan of Visiting NursePrinceton University Retirement Plan, Total assets ($B): 2.131527701 · Participants: 8456Princeton University Retirement PlanConsolidated 403(b) Plan of Hackensack Meridian Health, Total assets ($B): 1.716797093 · Participants: 17739Consolidated 403(b) Plan of Hackensack Meridian HealthPrinceton University Retirement Savings Plan, Total assets ($B): 1.532776551 · Participants: 7955Princeton University Retirement Savings PlanRwjbarnabas Health 403(b) Savings Plan, Total assets ($B): 1.327267148 · Participants: 28672Rwjbarnabas Health 403(b) Savings PlanAtlantic Health System 403(b) Retirement Savings Plan, Total assets ($B): 1.020010574 · Participants: 19936Atlantic Health System 403(b) Retirement Savings Plan
Tax Deferred Annuity Plan of Visiting Nurse vs. nearby Other plans in New Jersey, assets vs. participants
Compare Tax Deferred Annuity Plan of Visiting Nurse side-by-side with 3 peers →

Tax Deferred Annuity Plan of Visiting Nurse's out-of-state Other peers by assets and headcount

Outside New Jersey, the nearest Other by assets is Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan in NC ($64M); by covered participants it is Valparaiso University Retirement Plan in IN (848 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (848 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 Tax Deferred Annuity Plan of Visiting Nurse assets move in 2023? ▼
Tax Deferred Annuity Plan of Visiting Nurse grew sharply - up 23.2% during 2023, from $52M to $64M. Reported net income was $12M.
How have Vna Health Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vna Health Group, Inc.'s sponsor-wide assets grew 29.5%, from $123M to $159M.
Where does Tax Deferred Annuity Plan of Visiting Nurse rank by assets among Form 5500 filers? ▼
Tax Deferred Annuity Plan of Visiting Nurse ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Tax Deferred Annuity Plan of Visiting Nurse? ▼
Among Other plans in other states, the closest by assets is Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan in NC ($64M, 413 participants).
Which Other plans cover a similar participant headcount to Tax Deferred Annuity Plan of Visiting Nurse? ▼
Among Other plans in other states, the closest by covered participants is Valparaiso University Retirement Plan in IN (848 participants, $225M 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 222500029.

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.