401(k) · DOL Form 5500 · 2024

Carilion Clinic 401(k) Plan

Data updated 2026-08-25

$135M
Total assets Near avg plan size
2,248
Participants Above avg headcount
92nd
Percentile by assets National rank
$60,088
Avg per participant Low balance/head
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Official DOL plan name: Carilion Clinic 401(k) Retirement Savings Plan · Sponsored by Carilion Clinic · Virginia · Healthcare & Social Assistance

$135M in assets, 2,248 participants

Carilion Clinic's Carilion Clinic 401(k) Retirement Savings Plan reported $135M in total assets and 2,248 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #15,790 in Healthcare & Social Assistance (16,916 peers)

Coverage in Virginia

Carilion Clinic 401(k) Retirement Savings Plan covers 2,248 participants in Virginia, 2.9x the typical Virginia plan (state average ~782 per filing). Assets: $135M.

#15,790
in Healthcare & Social Assistance (16,916 peers)
+7.5%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Carilion Clinic 401(k) Retirement Savings Plan's outsized position by total assets

Carilion Clinic 401(k) Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$135,077,704 Top 8% higher than 92% of 123,620 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 2024

Carilion Clinic 401(k) Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carilion Clinic 401(k) Retirement Savings Plan lands in the large band (2,248 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carilion Clinic 401(k) Retirement Savings Plan reported net income fell from $13M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Carilion Clinic 401(k) Retirement Savings Plan end-of-year assets rose from $126M in the plan year 2023 filing to $135M in the plan year 2024 filing.
  • Carilion Clinic 401(k) Retirement Savings Plan reported participants fell from 2,360 in the plan year 2023 filing to 2,248 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 541190771 · Carilion Clinic PY 2024 · 401(k)

Carilion Clinic 401(k) Retirement Savings Plan · $135M · 2,248 · 92nd

  • TYPE $135M
  • TYPE 2,248
  • TYPE 92nd
  • TYPE 401(k)
  • TYPE near Yang Ming (America) Corporation 401(k) Plan
  • TYPE ind #15790

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 →

Carilion Clinic 401(k) Retirement Savings Plan in the asset neighbourhood

Toyota of Orange 401(k) Plan$135MYang Ming (America) Corporation 401(k) PlanYang Ming (America) Corporat…$135MCarilion Clinic 401(k) Retirement Savings PlanCarilion Clinic 401(k) Retir…$135MInvacare Retirement Savings PlanInvacare Retirement Savings …$135MHelzberg Diamonds Savings PlanHelzberg Diamonds Savings Pl…$135M
End-of-year total assets ($M) among Carilion Clinic 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Virginia filing particulars

Total Assets (Beginning of Year)$126M
Net Assets (End of Year)$135M
Net Income$9M
Employer EIN541190771
Plan Effective Date1995-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carilion Clinic)

Sponsor-wide plan assets over time

All Carilion Clinic plans reported in each filing year

Latest sponsor-wide plan assets
$2.4B 20.722181716512168% vs 2022
2024 filing year
$1.8B$2B$2.2B$2.4B$2.6B 202220232024 $1.98B $2.4B ▲ +21.2%
Year Plans Participants Total Assets
2022 3 25,551 $2.0B
2023 3 26,344 $2.3B
2024 3 26,103 $2.4B

Nearby 401(k) Plans in Virginia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Carilion Clinic 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Carilion Clinic 401(k) Retirement Savings Plan, Total assets ($B): 0.135077704 · Participants: 2248Carilion Clinic 401(k) Retirement Savings PlanNorthrop Grumman Savings Plan, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Corporation 401(k) Plan 6.0Capital One Financial Corporation Associate Savings Plan, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financial Corporation Associate Savings PlanLeidos, Inc. Retirement Plan, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirement Plan
Carilion Clinic 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Carilion Clinic 401(k) Retirement Savings Plan side-by-side with 3 peers →

Carilion Clinic 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Yang Ming (America) Corporation 401(k) Plan in NJ ($135M); by covered participants it is Trego-Dugan 401(k) Plan in NE (2,248 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($135M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,248 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Carilion Clinic 401(k) Retirement Savings Plan assets move in 2024? ▼
Carilion Clinic 401(k) Retirement Savings Plan grew at a solid clip - up 7.5% during 2024, from $126M to $135M. Reported net income was $9M.
How have Carilion Clinic plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carilion Clinic's sponsor-wide assets grew 20.7%, from $2.0B to $2.4B.
Where does Carilion Clinic 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Carilion Clinic 401(k) Retirement Savings Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Carilion Clinic 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Yang Ming (America) Corporation 401(k) Plan in NJ ($135M, 238 participants).
Which 401(k) plans cover a similar participant headcount to Carilion Clinic 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Trego-Dugan 401(k) Plan in NE (2,248 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 541190771.

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.