Other · DOL Form 5500 · 2023
Valley Health System Retirement Plan
Data updated 2026-08-11
- $489M
- Total assets
- 6,102
- Participants
- 97th
- Percentile by assets
- $80,173
- Avg per participant
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.
- 97th percentile by assets (of 127,072 plans)
- #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.
- $489M
- total plan assets (2023 EOY)
- 6,102
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $80,173
- avg assets per participant
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.
Participants vs Virginia filers
In Virginia, the average filing covers about 782 participants across 3,655 plans. Valley Health System Employee Contributory 403(b) Plan reports 6,102 participants - 7.8x that state average ($489M EOY assets).
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)
| 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.
Valley Health System Employee Contributory 403(b) Plan vs. nearby Other plans in Virginia, assets vs. participants
- 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)
Similar-Sized Other Plans Nationally
Other plans in other states closest to Valley Health System Employee Contributory 403(b) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Valley Health System Employee Contributory 403(b) Plan assets move in 2023? ▼
How have Valley Health System plan assets changed over time? ▼
Where does Valley Health System Employee Contributory 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Valley Health System Employee Contributory 403(b) Plan? ▼
Next read for Valley Health System Employee Contributo…
Filing takeaways
Ways to act on Valley Health System Employee Contributory 403(b) Plan's numbers.
- By total assets, Valley Health System Employee Contributory 403(b) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Virginia. Compare plans
- Valley Health System's sponsor-wide assets have grown 105.1% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans