Other · DOL Form 5500 · 2024
Vna Health Group, Inc. Retirement Plan
Data updated 2026-08-25
- $72M
- Total assets Below avg plan size
- 2,298
- Participants Above avg headcount
- 88th
- Percentile by assets National rank
- $31,412
- Avg per participant Low balance/head
Official DOL plan name: Tax Deferred Annuity Plan of Visiting Nurse · Sponsored by Vna Health Group, Inc. · New Jersey · Healthcare & Social Assistance
$72M in assets, 2,298 participants
Vna Health Group, Inc.'s Tax Deferred Annuity Plan of Visiting Nurse reported $72M in total assets and 2,298 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- #15,136 in Healthcare & Social Assistance (16,916 peers)
Coverage in New Jersey
Tax Deferred Annuity Plan of Visiting Nurse covers 2,298 participants in New Jersey, 2.7x the typical New Jersey plan (state average ~844 per filing). Assets: $72M.
- #15,136
- in Healthcare & Social Assistance (16,916 peers)
- +12.2%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Tax Deferred Annuity Plan of Visiting Nurse's outsized position by total assets
Tax Deferred Annuity Plan of Visiting Nurse vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$72,184,656 Top 12% higher than 88% 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
Tax Deferred Annuity Plan of Visiting Nurse's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tax Deferred Annuity Plan of Visiting Nurse lands in the large band (2,298 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Tax Deferred Annuity Plan of Visiting Nurse reported participants rose from 848 in the plan year 2023 filing to 2,298 in the plan year 2024 filing.
- Tax Deferred Annuity Plan of Visiting Nurse reported net income fell from $12M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Tax Deferred Annuity Plan of Visiting Nurse end-of-year assets rose from $64M in the plan year 2023 filing to $72M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 222500029 · Vna Health Group, Inc. PY 2024 · Other
Tax Deferred Annuity Plan of Visiting Nurse · $72M · 2,298 · 88th
- PART $72M
- TYPE 2,298
- NET 88th
- BOOK Other
- VS-ST near Insurance Institute for Highway Safety Retirement Plan
- BOY ind #15136
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 →
Tax Deferred Annuity Plan of Visiting Nurse in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $64M |
|---|---|
| Net Assets (End of Year) | $72M |
| Net Income | $8M |
| Employer EIN | 222500029 |
| Plan Effective Date | 1974-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Vna Health Group, Inc.)
Sponsor-wide plan assets over time
All Vna Health Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $159M 29.459340576998354% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 2,471 | $123M |
| 2023 | 3 | 2,484 | $145M |
| 2024 | 3 | 4,028 | $159M |
Nearby Other Plans in New Jersey
Peer Other plans, same state, same plan type, ranked by total assets.
- Consolidated 403(b) Plan of Hackensack Meridian Health $1.8B · 16,823
- Princeton University Retirement Savings Plan $1.7B · 8,763
- Rwjbarnabas Health 403(b) Savings Plan $1.5B · 28,403
- Atlantic Health System 403(b) Retirement Savings Plan $1.3B · 21,490
- Educational Testing Service 403(b) Retirement Savings Plan $982M · 3,501
Tax Deferred Annuity Plan of Visiting Nurse's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is Insurance Institute for Highway Safety Retirement Plan in VA ($72M); by covered participants it is Gonzaga University 403(b) Retirement Plan in WA (2,294 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($72M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,298 participants); asset peers above are excluded.
- Gonzaga University 403(b) Retirement Plan (WA) 2,294 · 4 off
- Norc, Inc. Retirement Plan (IL) 2,290 · 8 off
- Hofstra University Pension Plan (NY) 2,309 · 11 off
- Pace University Defined Contribution Retirement Plan (NY) 2,310 · 12 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.