Profit Sharing · DOL Form 5500 · 2024
Vna Health System Profit Sharing Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 82
- Participants Small participant base
- 53rd
- Percentile by assets National rank
- $105,292
- Avg per participant Below avg balance/head
Official DOL plan name: Vna Health System 403(b) Plan · Sponsored by Vna Health System · Pennsylvania · Healthcare & Social Assistance
$9M in assets, 82 participants
Vna Health System's Vna Health System 403(b) Plan reported $9M in total assets and 82 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.
- #9,780 in Healthcare & Social Assistance (16,916 peers)
Vna Health System multi-year trail
Vna Health System's plans moved +21.6% in assets from 2022 to 2024; this filing shows Vna Health System 403(b) Plan at $9M / 82 participants.
- #9,780
- in Healthcare & Social Assistance (16,916 peers)
- +12.8%
- assets growth YoY
Vna Health System 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Vna Health System 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,633,963 Top 47% higher than 53% 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
Vna Health System 403(b) Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vna Health System 403(b) Plan is a small filing (82 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Vna Health System 403(b) Plan reported net income rose from $552K in the plan year 2023 filing to $982K in the plan year 2024 filing.
- Vna Health System 403(b) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Vna Health System 403(b) Plan reported participants fell from 94 in the plan year 2023 filing to 82 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 240833353 · Vna Health System PY 2024 · Profit Sharing
Vna Health System 403(b) Plan · $9M · 82 · 53rd
- TYPE $9M
- NET 82
- BOOK 53rd
- VS-ST Profit Sharing
- BOY near Hollis Roofing, Inc. Profit Sharing Plan
- SCH ind #9780
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 Pennsylvania →
Vna Health System 403(b) Plan in the asset neighbourhood
Vna Health System multi-year asset trail
Sponsor-wide plan assets over time
All Vna Health System plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 21.59980338886612% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 111 | $7M |
| 2023 | 1 | 94 | $8M |
| 2024 | 1 | 82 | $9M |
Vna Health System filing trail (2024)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $982K |
| Employer EIN | 240833353 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Eastern Atlantic States Carpenters Annuity Fund $2.2B · 14,807
- University of Pennsylvania Basic Plan $2.0B · 21,954
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.3B · 3,927
- Temple University Health System, Inc. Defined Contribution Retirement Plan $876M · 10,394
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $781M · 2,477
Vna Health System 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Hollis Roofing, Inc. Profit Sharing Plan in MS ($9M); by covered participants it is Surefire Ventures, Inc. Profit Sharing Plan & Trust in VA (82 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (82 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.