Other · DOL Form 5500 · 2024
Inova Health System Foundation Retirement Plan
Data updated 2026-08-25
- $157M
- Total assets Near avg plan size
- 22,057
- Participants Very large workforce
- 93rd
- Percentile by assets National rank
- $7,099
- Avg per participant Low balance/head
Official DOL plan name: Inova Health System 403(b) Plan · Sponsored by Inova Health System Foundation · Virginia · Healthcare & Social Assistance
$157M in assets, 22,057 participants
Inova Health System Foundation's Inova Health System 403(b) Plan reported $157M in total assets and 22,057 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #15,887 in Healthcare & Social Assistance (16,916 peers)
Coverage in Virginia
Inova Health System 403(b) Plan covers 22,057 participants in Virginia, 28x the typical Virginia plan (state average ~782 per filing). Assets: $157M.
- #15,887
- in Healthcare & Social Assistance (16,916 peers)
- +4.8%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
Inova Health System 403(b) Plan's outsized position by total assets
Inova Health System 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$156,581,084 Top 7% higher than 93% 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
Inova Health System 403(b) 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. Inova Health System 403(b) Plan is a mega filing (22,057 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Inova Health System 403(b) Plan reported net income fell from $18M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Inova Health System 403(b) Plan reported participants rose from 19,826 in the plan year 2023 filing to 22,057 in the plan year 2024 filing.
- Inova Health System 403(b) Plan end-of-year assets rose from $149M in the plan year 2023 filing to $157M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 541071867 · Inova Health System Foundation PY 2024 · Other
Inova Health System 403(b) Plan · $157M · 22,057 · 93rd
- IND $157M
- IND 22,057
- IND 93rd
- IND Other
- IND near Sheppard Pratt Health System 403(b) Retirement Plan
- IND ind #15887
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 →
Inova Health System 403(b) Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $149M |
|---|---|
| Net Assets (End of Year) | $157M |
| Net Income | $7M |
| Employer EIN | 541071867 |
| Plan Effective Date | 1981-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Inova Health System Foundation)
Sponsor-wide plan assets over time
All Inova Health System Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $3.7B 46.78229289637805% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 35,478 | $2.5B |
| 2023 | 2 | 39,461 | $3.1B |
| 2024 | 2 | 43,773 | $3.7B |
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
- Carilion Clinic 403(b) Retirement Savings Plan $822M · 13,296
Scale composition for Inova Health System 403(b) Plan
Inova Health System 403(b) Plan reports $157M in end-of-year assets across 22,057 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.023% of 93,925,755 covered participants) - about $7,099 per participant (5% of the national average assets-per-participant) . Net income for plan year 2024 was $7M.
This plan identity (EIN 541071867, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $131M to $157M (+19.4%) while covered participants moved from 17,563 to 22,057 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 17,563 | $131M | Open filing |
| 2023 | 19,826 | $149M | Open filing |
| 2024 · index core | 22,057 | $157M | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Inova Health System Retirement Savings Plan (401(k), $3.5B, 21,716 participants)
Inova Health System 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Virginia, the nearest Other by assets is Sheppard Pratt Health System 403(b) Retirement Plan in MD ($157M); by covered participants it is The University of Pennsylvania Matching Plan in PA (22,110 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($157M here).
Similar participant headcount
Nearest other-state filings by covered participants (22,057 participants); asset peers above are excluded.
- The University of Pennsylvania Matching Plan (PA) 22,110 · 53 off
- Norton Healthcare 403(b) Retirement Savings Plan (KY) 21,863 · 194 off
- Carpenters & Joiners Defined Contribution Plan (MN) 22,289 · 232 off
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan (CT) 22,447 · 390 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.