401(k) · DOL Form 5500 · 2023
Privia Health LLC 401(k) Plan
Data updated 2026-08-25
- $392M
- Total assets Above avg plan size
- 5,125
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $76,488
- Avg per participant Below avg balance/head
Official DOL plan name: Privia Retirement Plan · Sponsored by Privia Health LLC · Virginia · Professional & Technical Services
$392M in assets, 5,125 participants
Privia Health LLC's Privia Retirement Plan reported $392M in total assets and 5,125 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.
- #19,866 in Professional & Technical Services (20,321 peers)
Coverage in Virginia
Privia Retirement Plan covers 5,125 participants in Virginia, 6.6x the typical Virginia plan (state average ~782 per filing). Assets: $392M.
- #19,866
- in Professional & Technical Services (20,321 peers)
- +14.1%
- assets growth YoY
- 3.9×
- vs typical plan assets (national mean)
Privia Retirement Plan's outsized position by total assets
Privia Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$392,001,713 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
Privia Retirement 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. Privia Retirement Plan lands in the large band (5,125 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Privia Retirement Plan reported net income rose from -$32M in the plan year 2022 filing to $97M in the plan year 2023 filing.
- Privia Retirement Plan end-of-year assets rose from $344M in the plan year 2022 filing to $392M in the plan year 2023 filing.
- Privia Retirement Plan reported participants rose from 4,886 in the plan year 2022 filing to 5,125 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 261385077 · Privia Health LLC PY 2023 · 401(k)
Privia Retirement Plan · $392M · 5,125 · 97th
- EOY $392M
- EOY 5,125
- EOY 97th
- EOY 401(k)
- EOY near Chenega Corporation 401(k) Profit Sharing Plan and Trust
- EOY ind #19866
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 Professional & Technical Services retirement plans → · Plans in Virginia →
Privia Retirement Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $344M |
|---|---|
| Net Assets (End of Year) | $392M |
| Net Income | $97M |
| Employer EIN | 261385077 |
| Plan Effective Date | 2011-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Privia Health LLC)
Sponsor-wide plan assets over time
All Privia Health LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $463M 34.59348977450824% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,886 | $344M |
| 2023 | 1 | 5,125 | $392M |
| 2024 | 1 | 5,196 | $463M |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $36.2B · 97,987
- 401(k) Pension Plan $15.0B · 62,467
- General Dynamics Corporation 401(k) Plan 6.0 $11.2B · 48,860
- Leidos, Inc. Retirement Plan $10.6B · 27,043
- Bae Systems Employees' Savings and Investment Plan $9.4B · 31,681
Scale composition for Privia Retirement Plan
Privia Retirement Plan reports $392M in end-of-year assets across 5,125 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.005% of 93,925,755 covered participants) - about $76,488 per participant (55% of the national average assets-per-participant) . Net income for plan year 2023 was $97M.
This plan identity (EIN 261385077, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $344M to $463M (+34.6%) while covered participants moved from 4,886 to 5,196 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 4,886 | $344M | Open filing |
| 2023 | 5,125 | $392M | This page |
| 2024 · index core | 5,196 | $463M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Privia Retirement Plan (401(k), $463M, 5,196 participants)
Privia Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Chenega Corporation 401(k) Profit Sharing Plan and Trust in AK ($392M); by covered participants it is Shi International Corp 401(k) Savings Plan in NJ (5,126 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($392M here).
- Chenega Corporation 401(k) Profit Sharing Plan and Trust (AK) $392M · 6,984
- Sage 401(k) Plan (GA) $392M · 2,212
- International Data Group, Inc. 401(k) and Profit Sharing Plan (MA) $393M · 1,146
- Haworth 401(k) Plan (MI) $391M · 2,722
Similar participant headcount
Nearest other-state filings by covered participants (5,125 participants); asset peers above are excluded.
- Shi International Corp 401(k) Savings Plan (NJ) 5,126 · 1 off
- Heico Savings and Investment Plan (FL) 5,127 · 2 off
- Nova Southeastern University 401(k) Plan (FL) 5,127 · 2 off
- Kirkland & Ellis LLP Defined Contribution 401(k) Savings Plan (IL) 5,122 · 3 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.