Other · DOL Form 5500 · 2023

Augusta Health Care Retirement Plan

Data updated 2026-08-25

$126M
Total assets Near avg plan size
2,542
Participants Above avg headcount
93rd
Percentile by assets National rank
$49,590
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Augusta Health Care 403b Plan · Sponsored by Augusta Health Care · Virginia · Healthcare & Social Assistance

$126M in assets, 2,542 participants

Augusta Health Care's Augusta Health Care 403b Plan reported $126M in total assets and 2,542 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #16,555 in Healthcare & Social Assistance (17,684 peers)

Coverage in Virginia

Augusta Health Care 403b Plan covers 2,542 participants in Virginia, 3.2x the typical Virginia plan (state average ~782 per filing). Assets: $126M.

#16,555
in Healthcare & Social Assistance (17,684 peers)
+25.1%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Augusta Health Care 403b Plan's outsized position by total assets

Augusta Health Care 403b Plan vs every filed plan by assets

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

$126,057,690 Top 7% higher than 93% 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

Augusta Health Care 403b 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. Augusta Health Care 403b Plan lands in the large band (2,542 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Augusta Health Care 403b Plan reported net income rose from -$14M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Augusta Health Care 403b Plan end-of-year assets rose from $101M in the plan year 2022 filing to $126M in the plan year 2023 filing.
  • Augusta Health Care 403b Plan reported participants rose from 2,439 in the plan year 2022 filing to 2,542 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 541453954 · Augusta Health Care PY 2023 · Other

Augusta Health Care 403b Plan · $126M · 2,542 · 93rd

  • EOY $126M
  • 5500 2,542
  • ASSETS 93rd
  • PCT Other
  • EIN near Philadelphia University Defined Contribution
  • RANK ind #16555

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 →

Augusta Health Care 403b Plan in the asset neighbourhood

Select Security Retirement Option of Indiana HospitalSelect Security Retirement O…$126MAugusta Health Care 403b Plan$126MPhiladelphia University Defined ContributionPhiladelphia University Defi…$126MKalamazoo College Defined Contribution Retirement PlanKalamazoo College Defined Co…$126MDefender Association of Philadelphia Tax Deferred Annuity PlanDefender Association of Phil…$126M
End-of-year total assets ($M) among Augusta Health Care 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$101M
Net Assets (End of Year)$126M
Net Income$25M
Employer EIN541453954
Plan Effective Date1998-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Augusta Health Care)

Sponsor-wide plan assets over time

All Augusta Health Care plans reported in each filing year

Latest sponsor-wide plan assets
$265M 41.23600090846136% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $188M $265M ▲ +41.2%
Year Plans Participants Total Assets
2022 2 4,826 $188M
2023 2 4,975 $228M
2024 2 5,314 $265M

Nearby Other Plans in Virginia

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

Augusta Health Care 403b Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. 0100002000030000 -101234 Total assets ($B) Participants Augusta Health Care 403b Plan, Total assets ($B): 0.12605769 · Participants: 2542Augusta Health Care 403b PlanSentara 403(b) Savings Plan, Total assets ($B): 3.287712192 · Participants: 25806Sentara 403(b) Savings PlanThe George Washington University Supplemental Retirement Plan, Total assets ($B): 1.530650403 · Participants: 8047The George Washington University Supplemental Retirement PlanInstitute for Defense Analyses Tax Deferred Annuity Plan, Total assets ($B): 0.801043955 · Participants: 1453Institute for Defense Analyses Tax Deferred Annuity PlanCarilion Clinic 403(b) Retirement Savings Plan, Total assets ($B): 0.722085709 · Participants: 12978Carilion Clinic 403(b) Retirement Savings PlanCentra Health Matching Tax Deferred Savings Plan, Total assets ($B): 0.669994115 · Participants: 7141Centra Health Matching Tax Deferred Savings Plan
Augusta Health Care 403b Plan vs. nearby Other plans in Virginia, assets vs. participants
Compare Augusta Health Care 403b Plan side-by-side with 3 peers →

Augusta Health Care 403b Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is Philadelphia University Defined Contribution in PA ($126M); by covered participants it is Webster University Defined Contribution Retirement Plan in MO (2,547 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,542 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 Augusta Health Care 403b Plan assets move in 2023? ▼
Augusta Health Care 403b Plan grew sharply - up 25.1% during 2023, from $101M to $126M. Reported net income was $25M.
How have Augusta Health Care plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Augusta Health Care's sponsor-wide assets grew 41.2%, from $188M to $265M.
Where does Augusta Health Care 403b Plan rank by assets among Form 5500 filers? ▼
Augusta Health Care 403b Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Augusta Health Care 403b Plan? ▼
Among Other plans in other states, the closest by assets is Philadelphia University Defined Contribution in PA ($126M, 528 participants).
Which Other plans cover a similar participant headcount to Augusta Health Care 403b Plan? ▼
Among Other plans in other states, the closest by covered participants is Webster University Defined Contribution Retirement Plan in MO (2,547 participants, $222M 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 541453954.

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.