Other · DOL Form 5500 · 2023
St. Josephs Villa Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 264
- Participants Below avg headcount
- 51st
- Percentile by assets National rank
- $26,108
- Avg per participant Low balance/head
Official DOL plan name: St. Josephs Villa 403(b) Plan · Sponsored by St. Josephs Villa · Virginia · Healthcare & Social Assistance
$7M in assets, 264 participants
St. Josephs Villa's St. Josephs Villa 403(b) Plan reported $7M in total assets and 264 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.
- #9,892 in Healthcare & Social Assistance (17,684 peers)
Coverage in Virginia
St. Josephs Villa 403(b) Plan covers 264 participants in Virginia, about 34% of the average Virginia filer (state average ~782 per filing). Assets: $7M.
- #9,892
- in Healthcare & Social Assistance (17,684 peers)
- -3.4%
- assets change YoY
The plan reported a net loss of $243K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
St. Josephs Villa 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
St. Josephs Villa 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,892,544 Top 49% higher than 51% 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. Josephs Villa 403(b) 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. Josephs Villa 403(b) Plan sits mid-pack in the medium band (264 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- St. Josephs Villa 403(b) Plan reported net income fell from $933K in the plan year 2022 filing to -$243K in the plan year 2023 filing.
- St. Josephs Villa 403(b) Plan reported participants rose from 244 in the plan year 2022 filing to 264 in the plan year 2023 filing.
- St. Josephs Villa 403(b) Plan end-of-year assets fell from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.
DOL schedule card
Filing strip 540505950 · St. Josephs Villa PY 2023 · Other
St. Josephs Villa 403(b) Plan · $7M · 264 · 51st
- PART $7M
- TYPE 264
- NET 51st
- BOOK Other
- VS-ST near Fellowship Health Resources, Inc. 403(b) Plan
- BOY ind #9892
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. Josephs Villa 403(b) Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$243K |
| Employer EIN | 540505950 |
| Plan Effective Date | 1988-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (St. Josephs Villa)
Sponsor-wide plan assets over time
All St. Josephs Villa plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 7.334878670742666% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 244 | $7M |
| 2023 | 1 | 264 | $7M |
| 2024 | 1 | 310 | $8M |
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. Josephs Villa 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Virginia, the nearest Other by assets is Fellowship Health Resources, Inc. 403(b) Plan in PA ($7M); by covered participants it is Valley Family Health Care, Inc. 403(b) Plan in ID (264 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Fellowship Health Resources, Inc. 403(b) Plan (PA) $7M · 385
- T.a.S.C. Inc. Employee Retirement Plan (IL) $7M · 266
- Brookwood School DC Plan (GA) $7M · 101
- Plymouth Place, Inc. 403(b) Plan (IL) $7M · 280
Similar participant headcount
Nearest other-state filings by covered participants (264 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.