Other · DOL Form 5500 · 2024
Carilion Clinic Retirement Plan
Data updated 2026-08-25
- $822M
- Total assets Above avg plan size
- 13,296
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $61,837
- Avg per participant Low balance/head
Official DOL plan name: Carilion Clinic 403(b) Retirement Savings Plan · Sponsored by Carilion Clinic · Virginia · Healthcare & Social Assistance
$822M in assets, 13,296 participants
Carilion Clinic's Carilion Clinic 403(b) Retirement Savings Plan reported $822M in total assets and 13,296 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #16,616 in Healthcare & Social Assistance (16,916 peers)
Coverage in Virginia
Carilion Clinic 403(b) Retirement Savings Plan covers 13,296 participants in Virginia, 17x the typical Virginia plan (state average ~782 per filing). Assets: $822M.
- #16,616
- in Healthcare & Social Assistance (16,916 peers)
- +13.9%
- assets growth YoY
- 8.2×
- vs typical plan assets (national mean)
Carilion Clinic 403(b) Retirement Savings Plan's outsized position by total assets
Carilion Clinic 403(b) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$822,189,307 Top 2% higher than 98% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Carilion Clinic 403(b) Retirement Savings Plan's mega-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 403(b) Retirement Savings Plan is a mega filing (13,296 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Carilion Clinic 403(b) Retirement Savings Plan reported net income fell from $125M in the plan year 2023 filing to $100M in the plan year 2024 filing.
- Carilion Clinic 403(b) Retirement Savings Plan end-of-year assets rose from $722M in the plan year 2023 filing to $822M in the plan year 2024 filing.
- Carilion Clinic 403(b) Retirement Savings Plan reported participants rose from 12,978 in the plan year 2023 filing to 13,296 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 541190771 · Carilion Clinic PY 2024 · Other
Carilion Clinic 403(b) Retirement Savings Plan · $822M · 13,296 · 98th
- EIN $822M
- EIN 13,296
- EIN 98th
- EIN Other
- EIN near Rady Children's Hospital- San Diego 403(b) Plan
- EIN ind #16616
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 403(b) Retirement Savings Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $722M |
|---|---|
| Net Assets (End of Year) | $822M |
| Net Income | $100M |
| Employer EIN | 541190771 |
| Plan Effective Date | 1995-10-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 25,551 | $2.0B |
| 2023 | 3 | 26,344 | $2.3B |
| 2024 | 3 | 26,103 | $2.4B |
Nearby Other Plans in Virginia
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $5.1B · 12,379
- Sentara 403(b) Savings Plan $3.7B · 28,192
- The George Washington University Supplemental Retirement Plan $1.6B · 8,262
- Institute for Defense Analyses Tax Deferred Annuity Plan $875M · 1,541
- Centra Health Matching Tax Deferred Savings Plan $747M · 7,362
Scale composition for Carilion Clinic 403(b) Retirement Savings Plan
Carilion Clinic 403(b) Retirement Savings Plan reports $822M in end-of-year assets across 13,296 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.014% of 93,925,755 covered participants) - about $61,837 per participant (45% of the national average assets-per-participant) . Net income for plan year 2024 was $100M.
This plan identity (EIN 541190771, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $597M to $822M (+37.7%) while covered participants moved from 12,418 to 13,296 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 12,418 | $597M | Open filing |
| 2023 | 12,978 | $722M | Open filing |
| 2024 · index core | 13,296 | $822M | This page |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Retirement Plan of Carilion Clinic (Defined Benefit (Pension), $1.4B, 10,559 participants)
- Carilion Clinic 401(k) Retirement Savings Plan (401(k), $135M, 2,248 participants)
Carilion Clinic 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Virginia, the nearest Other by assets is Rady Children's Hospital- San Diego 403(b) Plan in CA ($820M); by covered participants it is Baylor College of Medicine Section 403b in TX (13,205 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($822M here).
- Rady Children's Hospital- San Diego 403(b) Plan (CA) $820M · 5,957
- Midmichigan Health 403b Savings Plan (MI) $818M · 8,042
- Mercy Health Corporation Employees Retirement Plan (IL) $828M · 6,868
- Carpenters & Joiners Defined Contribution Plan (MN) $811M · 22,289
Similar participant headcount
Nearest other-state filings by covered participants (13,296 participants); asset peers above are excluded.
- Baylor College of Medicine Section 403b (TX) 13,205 · 91 off
- Yale University Retirement Account Plan (CT) 13,197 · 99 off
- Intelycare, Inc. 401(k) Plan (MA) 13,188 · 108 off
- Dartmouth Health 403(b) Plan (NH) 13,150 · 146 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.