Defined Benefit (Pension) · DOL Form 5500 · 2024

Virtua Health Pension Plan

Data updated 2026-08-25

$103M
Total assets Near avg plan size
971
Participants Near avg headcount
91st
Percentile by assets National rank
$106,571
Avg per participant Below avg balance/head
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Official DOL plan name: Virtua Pension Equity Plan · Sponsored by Virtua Health · New Jersey · Healthcare & Social Assistance

$103M in assets, 971 participants

Virtua Health's Virtua Pension Equity Plan reported $103M in total assets and 971 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #15,519 in Healthcare & Social Assistance (16,916 peers)

Where Virtua Pension Equity Plan sits by assets

Virtua Pension Equity Plan sits in the top 10% of all filed plans by assets, $103M for 971 participants (~$106,571/participant), up 7.0% in 2024.

#15,519
in Healthcare & Social Assistance (16,916 peers)
+7.0%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Virtua Pension Equity Plan's outsized position by total assets

Virtua Pension Equity Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$103,480,886 Top 9% higher than 91% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Virtua Pension Equity Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Virtua Pension Equity Plan sits mid-pack in the medium band (971 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Virtua Pension Equity Plan reported net income rose from -$70M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Virtua Pension Equity Plan reported participants fell from 1,065 in the plan year 2023 filing to 971 in the plan year 2024 filing.
  • Virtua Pension Equity Plan end-of-year assets rose from $97M in the plan year 2023 filing to $103M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 223524939 · Virtua Health PY 2024 · Defined Benefit (Pension)

Virtua Pension Equity Plan · $103M · 971 · 91st

  • 5500 $103M
  • ASSETS 971
  • PCT 91st
  • EIN Defined Benefit (Pension)
  • RANK near East Central Illinois Pipe Trades Pension Fund
  • PHOTO ind #15519

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 Pension Equity Plan in the asset neighbourhood

Atlanta Postal Credit Union Cash Balance Defined Benefit Plan and TrustAtlanta Postal Credit Union …$104MVirtua Pension Equity Plan$103MEast Central Illinois Pipe Trades Pension FundEast Central Illinois Pipe T…$103MRaley's Group Pension Plan$103MBoulder Community Health Retirement Plan and TrustBoulder Community Health Ret…$103M
End-of-year total assets ($M) among Virtua Pension Equity Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$97M
Net Assets (End of Year)$103M
Net Income$7M
Employer EIN223524939
Plan Effective Date1961-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Virtua Health)

Sponsor-wide plan assets over time

All Virtua Health plans reported in each filing year

Latest sponsor-wide plan assets
$1.3B 28.901721188382933% vs 2022
2024 filing year
$0.9B$1B$1.1B$1.2B$1.3B$1.4B 202220232024 $1B $1.28B ▲ +28.0%
Year Plans Participants Total Assets
2022 2 12,694 $997M
2023 2 12,314 $1.1B
2024 2 13,907 $1.3B

Nearby Defined Benefit (Pension) Plans in New Jersey

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Virtua Pension Equity Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Virtua Pension Equity Plan, Total assets ($B): 0.103480886 · Participants: 971Virtua Pension Equity PlanRetirement Plan of Johnson and Johnson, Total assets ($B): 21.095569114 · Participants: 37882Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 16.066557714 · Participants: 83812JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 12.855309 · Participants: 7280Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.025028912 · Participants: 16233The Prudential Merged Retirement PlanMerck US Pension Plan, Total assets ($B): 10.090083286 · Participants: 26843Merck US Pension Plan
Virtua Pension Equity Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Virtua Pension Equity Plan side-by-side with 3 peers →

Virtua Pension Equity Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is East Central Illinois Pipe Trades Pension Fund in IN ($103M); by covered participants it is Sparrow Health System Associate Pension Plan in MI (970 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (971 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.

Frequently Asked Questions

How did Virtua Pension Equity Plan assets move in 2024? ▼
Virtua Pension Equity Plan grew at a solid clip - up 7.0% during 2024, from $97M to $103M. Reported net income was $7M.
How have Virtua Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Virtua Health's sponsor-wide assets grew 28.9%, from $997M to $1.3B.
Where does Virtua Pension Equity Plan rank by assets among Form 5500 filers? ▼
Virtua Pension Equity Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Virtua Pension Equity Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is East Central Illinois Pipe Trades Pension Fund in IN ($103M, 362 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Virtua Pension Equity Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Sparrow Health System Associate Pension Plan in MI (970 participants, $431M in assets).

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 223524939.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.