Defined Benefit (Pension) · DOL Form 5500 · 2023
Carilion Clinic Pension Plan
Data updated 2026-08-11
- $1.5B
- Total assets
- 11,006
- Participants
- 99th
- Percentile by assets
- $132,315
- Avg per participant
Official DOL plan name: Retirement Plan of Carilion Clinic · Sponsored by Carilion Clinic · Virginia · Management of Enterprises
$1.5B in assets, 11,006 participants
Carilion Clinic's Retirement Plan of Carilion Clinic reported $1.5B in total assets and 11,006 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 127,072 plans)
- #1,094 in Management of Enterprises (1,137 peers)
Coverage in Virginia
Retirement Plan of Carilion Clinic covers 11,006 participants in Virginia, 14x the typical Virginia plan (state average ~782 per filing). Assets: $1.5B.
- $1.5B
- total plan assets (2023 EOY)
- 11,006
- covered participants
- 99th
- percentile by assets (of 127,072 plans)
- $132,315
- avg assets per participant
Where Retirement Plan of Carilion Clinic sits by total assets
Retirement Plan of Carilion Clinic vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,456,261,601 Top 1% higher than 99% 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
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Retirement Plan of Carilion Clinic reported net income rose from -$7M in the plan year 2022 filing to $181M in the plan year 2023 filing.
- Retirement Plan of Carilion Clinic end-of-year assets rose from $1.3B in the plan year 2022 filing to $1.5B in the plan year 2023 filing.
- Retirement Plan of Carilion Clinic reported participants rose from 10,722 in the plan year 2022 filing to 11,006 in the plan year 2023 filing.
Participants vs Virginia filers
In Virginia, the average filing covers about 782 participants across 3,655 plans. Retirement Plan of Carilion Clinic reports 11,006 participants - 14x that state average ($1.5B EOY assets).
Virginia filing particulars
| Total Assets (Beginning of Year) | $1.3B |
|---|---|
| Net Assets (End of Year) | $1.5B |
| Net Income | $181M |
| Employer EIN | 541190771 |
| Plan Effective Date | 1970-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carilion Clinic)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 25,551 | $2.0B |
| 2023 | 3 | 26,344 | $2.3B |
| 2024 | 3 | 26,103 | $2.4B |
Nearby Defined Benefit (Pension) Plans in Virginia
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Retirement Plan of Carilion Clinic vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants
- Northrop Grumman Pension Plan $19.1B · 13,674
- Retirement Security Plan $10.2B · 54,171
- Ng Space&mission Systems Corp Salaried Pension Pla $8.5B · 7,117
- Sheet Metal Workers' National Pension Fund $8.3B · 61,272
- Dominion Energy Pension Plan $7.6B · 12,263
Scale composition for Retirement Plan of Carilion Clinic
Retirement Plan of Carilion Clinic reports $1.5B in end-of-year assets across 11,006 participants (0.012% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $132,315 per participant (96% of the national average assets-per-participant) . Net income for plan year 2023 was $181M.
This plan identity (EIN 541190771, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.3B to $1.4B (+12.8%) while covered participants moved from 10,722 to 10,559 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 10,722 | $1.3B | Open filing |
| 2023 | 11,006 | $1.5B | This page |
| 2024 · index core | 10,559 | $1.4B | Open filing |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- Retirement Plan of Carilion Clinic (Defined Benefit (Pension), $1.4B, 10,559 participants)
- Carilion Clinic 403(b) Retirement Savings Plan (Other, $822M, 13,296 participants)
- Carilion Clinic 401(k) Retirement Savings Plan (401(k), $135M, 2,248 participants)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Retirement Plan of Carilion Clinic by total assets, not by location.
- Employee Retirement Income Plan - Hourly East (WA) $1.5B · 1,729
- Laborers National Pension Fund (TX) $1.5B · 10,090
- Pipe Trades Services Mn Pension Plan (MN) $1.5B · 4,658
- Xerox Corporation Retirement Income Guarantee Plan (CT) $1.5B · 3,196
Frequently Asked Questions
How did Retirement Plan of Carilion Clinic assets move in 2023? ▼
How have Carilion Clinic plan assets changed over time? ▼
Where does Retirement Plan of Carilion Clinic rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan of Carilion Clinic? ▼
Next read for Retirement Plan of Carilion Clinic
Filing takeaways
Ways to act on Retirement Plan of Carilion Clinic's numbers.
- By total assets, Retirement Plan of Carilion Clinic ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Virginia. Compare plans
- Carilion Clinic's sponsor-wide assets have grown 20.7% since 2022 across 3 plan years on file. More Management of Enterprises plans