Other · DOL Form 5500 · 2024
Valley Health System Retirement Plan
Data updated 2026-08-25
- $542M
- Total assets Above avg plan size
- 6,189
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $87,572
- Avg per participant Below avg balance/head
Official DOL plan name: Valley Health System Employee Contributory 403(b) Plan · Sponsored by Valley Health System · Virginia · Healthcare & Social Assistance
$542M in assets, 6,189 participants
Valley Health System's Valley Health System Employee Contributory 403(b) Plan reported $542M in total assets and 6,189 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #16,482 in Healthcare & Social Assistance (16,916 peers)
Coverage in Virginia
Valley Health System Employee Contributory 403(b) Plan covers 6,189 participants in Virginia, 7.9x the typical Virginia plan (state average ~782 per filing). Assets: $542M.
- #16,482
- in Healthcare & Social Assistance (16,916 peers)
- +10.8%
- assets growth YoY
- 5.4×
- vs typical plan assets (national mean)
Valley Health System Employee Contributory 403(b) Plan's outsized position by total assets
Valley Health System Employee Contributory 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$541,984,429 Top 3% higher than 97% 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
Valley Health System Employee Contributory 403(b) Plan'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. Valley Health System Employee Contributory 403(b) Plan lands in the large band (6,189 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Valley Health System Employee Contributory 403(b) Plan reported net income fell from $70M in the plan year 2023 filing to $53M in the plan year 2024 filing.
- Valley Health System Employee Contributory 403(b) Plan end-of-year assets rose from $489M in the plan year 2023 filing to $542M in the plan year 2024 filing.
- Valley Health System Employee Contributory 403(b) Plan reported participants rose from 6,102 in the plan year 2023 filing to 6,189 in the plan year 2024 filing.
DOL schedule card
Filing strip 521357729 · Valley Health System PY 2024 · Other
Valley Health System Employee Contributory 403(b) Plan · $542M · 6,189 · 97th
- PHOTO $542M
- IND 6,189
- EOY 97th
- 5500 Other
- ASSETS near Lhc Group 401(k) Plan
- PCT ind #16482
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 →
Valley Health System Employee Contributory 403(b) Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $489M |
|---|---|
| Net Assets (End of Year) | $542M |
| Net Income | $53M |
| Employer EIN | 521357729 |
| Plan Effective Date | 1987-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Valley Health System)
Sponsor-wide plan assets over time
All Valley Health System plans reported in each filing year
- Latest sponsor-wide plan assets
- $860M 105.09111537861726% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,998 | $419M |
| 2023 | 2 | 7,614 | $782M |
| 2024 | 2 | 7,529 | $860M |
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 Valley Health System Employee Contributory 403(b) Plan
Valley Health System Employee Contributory 403(b) Plan reports $542M in end-of-year assets across 6,189 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $87,572 per participant (63% of the national average assets-per-participant) . Net income for plan year 2024 was $53M.
This plan identity (EIN 521357729, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $419M to $542M (+29.3%) while covered participants moved from 5,998 to 6,189 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,998 | $419M | Open filing |
| 2023 | 6,102 | $489M | Open filing |
| 2024 · index core | 6,189 | $542M | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Valley Health System Merged Defined Benefit Plan (Defined Benefit (Pension), $318M, 1,340 participants)
Valley Health System Employee Contributory 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Virginia, the nearest Other by assets is Lhc Group 401(k) Plan in LA ($541M); by covered participants it is Brown University Defined Contribution Deferred Vesting Retirement Plan in RI (6,202 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($542M here).
- Lhc Group 401(k) Plan (LA) $541M · 30,378
- Nyu Langone Hospital-Long Island 403(b) Plan (NY) $544M · 6,321
- Loyola Marymount University Defined Contribution Retirement Plan (CA) $538M · 3,095
- Cook Children's Health Care System Retirement Plan (TX) $547M · 9,614
Similar participant headcount
Nearest other-state filings by covered participants (6,189 participants); asset peers above are excluded.
- Brown University Defined Contribution Deferred Vesting Retirement Plan (RI) 6,202 · 13 off
- National University Retirement Savings Plan (CA) 6,146 · 43 off
- Yale University Matching Retirement Plan (CT) 6,132 · 57 off
- Merakey 403(b) Plan (PA) 6,121 · 68 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.