Other · DOL Form 5500 · 2023
Central Virginia Health Services, Inc. Retirement Plan
Data updated 2026-08-25
- $36M
- Total assets Below avg plan size
- 453
- Participants Below avg headcount
- 82nd
- Percentile by assets National rank
- $78,978
- Avg per participant Below avg balance/head
Official DOL plan name: Central Virginia Health Services Inc. Tax Shelter Annuity Retirement Plan · Sponsored by Central Virginia Health Services, Inc. · Virginia · Healthcare & Social Assistance
$36M in assets, 453 participants
Central Virginia Health Services, Inc.'s Central Virginia Health Services Inc. Tax Shelter Annuity Retirement Plan reported $36M in total assets and 453 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.
- #14,923 in Healthcare & Social Assistance (17,684 peers)
Where Central Virginia Health Services Inc. Tax Shelter Annuity Retirement Plan sits by assets
Central Virginia Health Services Inc. Tax Shelter Annuity Retirement Plan sits in the top quartile of all filed plans by assets, $36M for 453 participants (~$78,978/participant), up 22.5% in 2023.
- #14,923
- in Healthcare & Social Assistance (17,684 peers)
- +22.5%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Central Virginia Health Services Inc. Tax Shelter Annuity Retirement Plan's outsized position by total assets
Central Virginia Health Services Inc. Tax Shelter Annuity Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$35,776,979 Top 18% higher than 82% 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
Central Virginia Health Services Inc. Tax Shelter Annuity 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. Central Virginia Health Services Inc. Tax Shelter Annuity Retirement Plan sits mid-pack in the medium band (453 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Central Virginia Health Services Inc. Tax Shelter Annuity Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Central Virginia Health Services Inc. Tax Shelter Annuity Retirement Plan end-of-year assets rose from $29M in the plan year 2022 filing to $36M in the plan year 2023 filing.
- Central Virginia Health Services Inc. Tax Shelter Annuity Retirement Plan reported participants rose from 375 in the plan year 2022 filing to 453 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 540887287 · Central Virginia Health Services, Inc. PY 2023 · Other
Central Virginia Health Services Inc. Tax Shelter Annuity Retirement Plan · $36M · 453 · 82nd
- TYPE $36M
- NET 453
- BOOK 82nd
- VS-ST Other
- BOY near Trinity Christian College Tax Deferred Annuity and Contribution Plan
- SCH ind #14923
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 →
Central Virginia Health Services Inc. Tax Shelter Annuity Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $36M |
| Net Income | $7M |
| Employer EIN | 540887287 |
| Plan Effective Date | 1980-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Central Virginia Health Services, Inc.)
Sponsor-wide plan assets over time
All Central Virginia Health Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $40M 37.01077616282305% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 375 | $29M |
| 2023 | 1 | 453 | $36M |
| 2024 | 1 | 524 | $40M |
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
Central Virginia Health Services Inc. Tax Shelter Annuity Retirement Plan's out-of-state Other peers by assets and headcount
Outside Virginia, the nearest Other by assets is Trinity Christian College Tax Deferred Annuity and Contribution Plan in IL ($36M); by covered participants it is 403(b) Tax-Deferred Annuity Plan of Eger Lutheran Homes and Services, Inc. in NY (453 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($36M here).
- Trinity Christian College Tax Deferred Annuity and Contribution Plan (IL) $36M · 186
- 403(b) Thrift Plan for Colorado Coalition for the Homeless (CO) $36M · 678
- The Athenian School 403(b) Plan (CA) $36M · 126
- Tax Sheltered Annuity Plan for Employees of Northern Maine Medical Center to Include Forest Hill and Valley Medical Association (ME) $36M · 494
Similar participant headcount
Nearest other-state filings by covered participants (453 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.