Other · DOL Form 5500 · 2023
St. Charles Health Council, Inc. Retirement Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 188
- Participants Below avg headcount
- 59th
- Percentile by assets National rank
- $55,189
- Avg per participant Low balance/head
Official DOL plan name: St. Charles Health Council, Inc. 403b Retirement Plan · Sponsored by St. Charles Health Council, Inc. · Virginia · Healthcare & Social Assistance
$10M in assets, 188 participants
St. Charles Health Council, Inc.'s St. Charles Health Council, Inc. 403b Retirement Plan reported $10M in total assets and 188 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.
- #11,496 in Healthcare & Social Assistance (17,684 peers)
Coverage in Virginia
St. Charles Health Council, Inc. 403b Retirement Plan covers 188 participants in Virginia, about 24% of the average Virginia filer (state average ~782 per filing). Assets: $10M.
- #11,496
- in Healthcare & Social Assistance (17,684 peers)
- +11.2%
- assets growth YoY
St. Charles Health Council, Inc. 403b Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
St. Charles Health Council, Inc. 403b Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,375,555 Top 41% higher than 59% 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
St. Charles Health Council, Inc. 403b Retirement 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. St. Charles Health Council, Inc. 403b Retirement Plan sits mid-pack in the medium band (188 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- St. Charles Health Council, Inc. 403b Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- St. Charles Health Council, Inc. 403b Retirement Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- St. Charles Health Council, Inc. 403b Retirement Plan reported participants fell from 195 in the plan year 2022 filing to 188 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 237319768 · St. Charles Health Council, Inc. PY 2023 · Other
St. Charles Health Council, Inc. 403b Retirement Plan · $10M · 188 · 59th
- EIN $10M
- EIN 188
- EIN 59th
- EIN Other
- EIN near Community Services for Autistic Adults and Children 403(b) Plan
- EIN ind #11496
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 →
St. Charles Health Council, Inc. 403b Retirement Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $1M |
| Employer EIN | 237319768 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (St. Charles Health Council, Inc.)
Sponsor-wide plan assets over time
All St. Charles Health Council, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 22.223422601928043% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 195 | $9M |
| 2023 | 1 | 188 | $10M |
| 2024 | 1 | 187 | $11M |
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
St. Charles Health Council, Inc. 403b Retirement Plan's out-of-state Other peers by assets and headcount
Outside Virginia, the nearest Other by assets is Community Services for Autistic Adults and Children 403(b) Plan in MD ($10M); by covered participants it is Charlotte Christian School Retirement Plan in NC (188 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (188 participants); asset peers above are excluded.
- Charlotte Christian School Retirement Plan (NC) 188 · 0 off
- 403(b) Thrift Plan of Creative Child Care, Inc. (CA) 188 · 0 off
- Saint Mary's Home of Erie 403(b) Plan (PA) 188 · 0 off
- Leaders in Our Neighborhood Charter School 403(b) DC Plan (NY) 188 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.