401(k) · DOL Form 5500 · 2024
Virtua Health, Inc. 401(k) Plan
Data updated 2026-08-25
- $1.2B
- Total assets Very large vs avg
- 12,936
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $91,334
- Avg per participant Below avg balance/head
Official DOL plan name: Virtua 401(k) Savings Plan · Sponsored by Virtua Health, Inc. · New Jersey · Healthcare & Social Assistance
$1.2B in assets, 12,936 participants
Virtua Health, Inc.'s Virtua 401(k) Savings Plan reported $1.2B in total assets and 12,936 participants in its 2024 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.
- #16,718 in Healthcare & Social Assistance (16,916 peers)
Coverage in New Jersey
Virtua 401(k) Savings Plan covers 12,936 participants in New Jersey, 15x the typical New Jersey plan (state average ~844 per filing). Assets: $1.2B.
- #16,718
- in Healthcare & Social Assistance (16,916 peers)
- +19.3%
- assets growth YoY
- 12×
- vs typical plan assets (national mean)
Virtua 401(k) Savings Plan's outsized position by total assets
Virtua 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,181,492,443 Top 1% higher than 99% 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
Virtua 401(k) 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. Virtua 401(k) Savings Plan is a mega filing (12,936 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Virtua 401(k) Savings Plan reported net income rose from $157M in the plan year 2023 filing to $191M in the plan year 2024 filing.
- Virtua 401(k) Savings Plan end-of-year assets rose from $990M in the plan year 2023 filing to $1.2B in the plan year 2024 filing.
- Virtua 401(k) Savings Plan reported participants rose from 11,249 in the plan year 2023 filing to 12,936 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 223524939 · Virtua Health, Inc. PY 2024 · 401(k)
Virtua 401(k) Savings Plan · $1.2B · 12,936 · 99th
- EOY $1.2B
- 5500 12,936
- ASSETS 99th
- PCT 401(k)
- EIN near Spirit Airlines, Inc. Pilots' Retirement Savings Plan
- RANK ind #16718
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 New Jersey →
Virtua 401(k) Savings Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $990M |
|---|---|
| Net Assets (End of Year) | $1.2B |
| Net Income | $191M |
| Employer EIN | 223524939 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Virtua Health, Inc.)
Sponsor-wide plan assets over time
All Virtua Health, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.3B 28.901721188382933% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 12,694 | $997M |
| 2023 | 2 | 12,314 | $1.1B |
| 2024 | 2 | 13,907 | $1.3B |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $52.9B · 185,532
- Verizon Savings Plan for Management Employees $29.4B · 69,218
- Johnson and Johnson Savings Plan $23.6B · 42,583
- Ernst & Young Retirement Savings Plan $18.3B · 56,714
- Merck US Savings Plan $15.0B · 27,956
Scale composition for Virtua 401(k) Savings Plan
Virtua 401(k) Savings Plan reports $1.2B in end-of-year assets across 12,936 participants (0.010% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.014% of 93,925,755 covered participants) - about $91,334 per participant (66% of the national average assets-per-participant) . Net income for plan year 2024 was $191M.
This plan identity (EIN 223524939, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $830M to $1.2B (+42.4%) while covered participants moved from 11,516 to 12,936 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 11,516 | $830M | Open filing |
| 2023 | 11,249 | $990M | Open filing |
| 2024 · index core | 12,936 | $1.2B | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Virtua Pension Equity Plan (Defined Benefit (Pension), $103M, 971 participants)
Virtua 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Spirit Airlines, Inc. Pilots' Retirement Savings Plan in FL ($1.2B); by covered participants it is Staples, Inc. Employees' 401(k) Savings Plan in MA (12,947 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.2B here).
- Spirit Airlines, Inc. Pilots' Retirement Savings Plan (FL) $1.2B · 3,521
- Veralto Corporation & Subsidiaries Savings Plan (MA) $1.2B · 5,264
- Blue 401(k) Plan (WA) $1.2B · 10,830
- The Auto Club Group 401(k) Plan (MI) $1.2B · 9,943
Similar participant headcount
Nearest other-state filings by covered participants (12,936 participants); asset peers above are excluded.
- Staples, Inc. Employees' 401(k) Savings Plan (MA) 12,947 · 11 off
- Proservice Hawaii 401(k) Plan (HI) 12,924 · 12 off
- New York Life Insurance Company Employee Progress Sharing Investment Plan (NY) 12,949 · 13 off
- Southern California Permanente Medical Group Tax Savings Retirement Plan (CA) 12,922 · 14 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.