Other · DOL Form 5500 · 2024
Carilion Clinic Retirement Plan
Data updated 2026-07-24
- $822M
- Total assets
- 13,296
- Participants
- 98th
- Percentile by assets
- $61,837
- Avg per participant
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.
- 98th percentile by assets (of 116,472 plans)
Coverage in Virginia
Carilion Clinic 403(b) Retirement Savings Plan covers 13,296 participants in Virginia, 17x the typical Virginia plan (state average ~781 per filing). Assets: $822M.
- $822M
- total plan assets (2024 EOY)
- 13,296
- covered participants
- 98th
- percentile by assets (of 116,472 plans)
- $61,837
- avg assets per participant
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.
Participants vs Virginia filers
In Virginia, the average filing covers about 781 participants across 3,490 plans. Carilion Clinic 403(b) Retirement Savings Plan reports 13,296 participants - 17x that state average ($822M EOY assets).
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)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 25,551 | $2.0B |
| 2023 | 3 | 26,344 | $2.3B |
| 2024 | 2 | 15,544 | $957M |
Nearby Other Plans in Virginia
Peer Other plans, same state, same plan type, ranked by total assets.
Carilion Clinic 403(b) Retirement Savings Plan vs. nearby Other plans in Virginia, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Carilion Clinic 403(b) Retirement Savings Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Carilion Clinic 403(b) Retirement Savings Plan assets move in 2024? ▼
How have Carilion Clinic plan assets changed over time? ▼
Where does Carilion Clinic 403(b) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Carilion Clinic 403(b) Retirement Savings Plan? ▼
Next read for Carilion Clinic 403(b) Retirement Saving…
Filing takeaways
Ways to act on Carilion Clinic 403(b) Retirement Savings Plan's numbers.
- By total assets, Carilion Clinic 403(b) Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Virginia. Compare plans
- Carilion Clinic's sponsor-wide assets have declined 51.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans
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.