Other · DOL Form 5500 · 2024
Inova Health System Foundation Retirement Plan
Data updated 2026-08-11
- $157M
- Total assets
- 22,057
- Participants
- 93rd
- Percentile by assets
- $7,099
- Avg per participant
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.
- 93rd percentile by assets (of 123,622 plans)
- #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.
- $157M
- total plan assets (2024 EOY)
- 22,057
- covered participants
- 93rd
- percentile by assets (of 123,622 plans)
- $7,099
- avg assets per participant
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.
Participants vs Virginia filers
In Virginia, the average filing covers about 782 participants across 3,655 plans. Inova Health System 403(b) Plan reports 22,057 participants - 28x that state average ($157M EOY assets).
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)
| 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.
Inova Health System 403(b) 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
- 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)
Similar-Sized Other Plans Nationally
Other plans in other states closest to Inova Health System 403(b) Plan by total assets, not by location.
Frequently Asked Questions
How did Inova Health System 403(b) Plan assets move in 2024? ▼
How have Inova Health System Foundation plan assets changed over time? ▼
Where does Inova Health System 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Inova Health System 403(b) Plan? ▼
Next read for Inova Health System 403(b) Plan
Filing takeaways
Ways to act on Inova Health System 403(b) Plan's numbers.
- By total assets, Inova Health System 403(b) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Virginia. Compare plans
- Inova Health System Foundation's sponsor-wide assets have grown 46.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans