Other · DOL Form 5500 · 2023
Valley Health System Retirement Plan
Data updated 2026-08-25
- $489M
- Total assets Above avg plan size
- 6,102
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $80,173
- Avg per participant Below avg balance/head
Official DOL plan name: Valley Health System Employee Contributory 403(b) Plan · Sponsored by Valley Health System · Virginia · Healthcare & Social Assistance
$489M in assets, 6,102 participants
Valley Health System's Valley Health System Employee Contributory 403(b) Plan reported $489M in total assets and 6,102 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #17,255 in Healthcare & Social Assistance (17,684 peers)
Coverage in Virginia
Valley Health System Employee Contributory 403(b) Plan covers 6,102 participants in Virginia, 7.8x the typical Virginia plan (state average ~782 per filing). Assets: $489M.
- #17,255
- in Healthcare & Social Assistance (17,684 peers)
- +16.7%
- assets growth YoY
- 4.9×
- vs typical plan assets (national mean)
Valley Health System Employee Contributory 403(b) Plan's outsized position by total assets
Valley Health System Employee Contributory 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$489,214,360 Top 3% higher than 97% 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
Valley Health System Employee Contributory 403(b) 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. Valley Health System Employee Contributory 403(b) Plan lands in the large band (6,102 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Valley Health System Employee Contributory 403(b) Plan reported net income rose from -$60M in the plan year 2022 filing to $70M in the plan year 2023 filing.
- Valley Health System Employee Contributory 403(b) Plan end-of-year assets rose from $419M in the plan year 2022 filing to $489M in the plan year 2023 filing.
- Valley Health System Employee Contributory 403(b) Plan reported participants rose from 5,998 in the plan year 2022 filing to 6,102 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 521357729 · Valley Health System PY 2023 · Other
Valley Health System Employee Contributory 403(b) Plan · $489M · 6,102 · 97th
- VS-ST $489M
- BOY 6,102
- SCH 97th
- EBSA Other
- PART near Electrical Workers Local 369 Retirement Fund
- TYPE ind #17255
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 →
Valley Health System Employee Contributory 403(b) Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $419M |
|---|---|
| Net Assets (End of Year) | $489M |
| Net Income | $70M |
| Employer EIN | 521357729 |
| Plan Effective Date | 1987-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Valley Health System)
Sponsor-wide plan assets over time
All Valley Health System plans reported in each filing year
- Latest sponsor-wide plan assets
- $860M 105.09111537861726% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,998 | $419M |
| 2023 | 2 | 7,614 | $782M |
| 2024 | 2 | 7,529 | $860M |
Nearby Other Plans in Virginia
Peer Other plans, same state, same plan type, ranked by total assets.
- Sentara 403(b) Savings Plan $3.3B · 25,806
- The George Washington University Supplemental Retirement Plan $1.5B · 8,047
- Institute for Defense Analyses Tax Deferred Annuity Plan $801M · 1,453
- Carilion Clinic 403(b) Retirement Savings Plan $722M · 12,978
- Centra Health Matching Tax Deferred Savings Plan $670M · 7,141
Scale composition for Valley Health System Employee Contributory 403(b) Plan
Valley Health System Employee Contributory 403(b) Plan reports $489M in end-of-year assets across 6,102 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $80,173 per participant (58% of the national average assets-per-participant) . Net income for plan year 2023 was $70M.
This plan identity (EIN 521357729, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $419M to $542M (+29.3%) while covered participants moved from 5,998 to 6,189 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,998 | $419M | Open filing |
| 2023 | 6,102 | $489M | This page |
| 2024 · index core | 6,189 | $542M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Valley Health System Employee Contributory 403(b) Plan (Other, $542M, 6,189 participants)
- Valley Health System Merged Defined Benefit Plan (Defined Benefit (Pension), $318M, 1,340 participants)
Valley Health System Employee Contributory 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Virginia, the nearest Other by assets is Electrical Workers Local 369 Retirement Fund in KY ($488M); by covered participants it is Kaiser Permanente Washington 403(b) Plan in CA (6,098 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($489M here).
- Electrical Workers Local 369 Retirement Fund (KY) $488M · 3,313
- Pediatric Faculty Foundation Defined Contribution Plan (IL) $482M · 793
- Children's Hospital of Orange County Retirement Accumulation Plan (CA) $498M · 5,197
- Oberlin College Defined Contribution and Tax Deferred Annuity Retirement Plan (OH) $499M · 1,230
Similar participant headcount
Nearest other-state filings by covered participants (6,102 participants); asset peers above are excluded.
- Kaiser Permanente Washington 403(b) Plan (CA) 6,098 · 4 off
- Yale University Matching Retirement Plan (CT) 6,059 · 43 off
- Pih Health, Inc. 403(b) Plan (CA) 6,165 · 63 off
- Navicent Health 403(b) Retirement Savings Plan (GA) 6,167 · 65 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.