Other · DOL Form 5500 · 2024
Association of State and Territorial Health Officials Retirement Plan
Data updated 2026-08-25
- $43M
- Total assets Below avg plan size
- 313
- Participants Below avg headcount
- 82nd
- Percentile by assets National rank
- $138,480
- Avg per participant Near avg balance/head
Official DOL plan name: Association of State and Territorial Health Officials 403(b) Plan · Sponsored by Association of State and Territorial Health Officials · Virginia · Other Services
$43M in assets, 313 participants
Association of State and Territorial Health Officials's Association of State and Territorial Health Officials 403(b) Plan reported $43M in total assets and 313 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.
- #7,096 in Other Services (7,719 peers)
Coverage in Virginia
Association of State and Territorial Health Officials 403(b) Plan covers 313 participants in Virginia, about 40% of the average Virginia filer (state average ~782 per filing). Assets: $43M.
- #7,096
- in Other Services (7,719 peers)
- +25.6%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Association of State and Territorial Health Officials 403(b) Plan's outsized position by total assets
Association of State and Territorial Health Officials 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$43,344,176 Top 18% higher than 82% 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
Association of State and Territorial Health Officials 403(b) 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. Association of State and Territorial Health Officials 403(b) Plan sits mid-pack in the medium band (313 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Association of State and Territorial Health Officials 403(b) Plan end-of-year assets rose from $35M in the plan year 2023 filing to $43M in the plan year 2024 filing.
- Association of State and Territorial Health Officials 403(b) Plan reported participants rose from 262 in the plan year 2023 filing to 313 in the plan year 2024 filing.
- Association of State and Territorial Health Officials 403(b) Plan reported net income rose from $9M in the plan year 2023 filing to $9M in the plan year 2024 filing.
DOL schedule card
Filing strip 351044487 · Association of State and Territorial Health Officials PY 2024 · Other
Association of State and Territorial Health Officials 403(b) Plan · $43M · 313 · 82nd
- EOY $43M
- EOY 313
- EOY 82nd
- EOY Other
- EOY near West Virginia University Research Corporation 403b Defined Contribution Plan
- EOY ind #7096
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 Other Services retirement plans → · Plans in Virginia →
Association of State and Territorial Health Officials 403(b) Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | $43M |
| Net Income | $9M |
| Employer EIN | 351044487 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Association of State and Territorial Health Officials)
Sponsor-wide plan assets over time
All Association of State and Territorial Health Officials plans reported in each filing year
- Latest sponsor-wide plan assets
- $43M 67.0490979909483% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 215 | $26M |
| 2023 | 1 | 262 | $35M |
| 2024 | 1 | 313 | $43M |
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
Association of State and Territorial Health Officials 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Virginia, the nearest Other by assets is West Virginia University Research Corporation 403b Defined Contribution Plan in WV ($43M); by covered participants it is Island Peer Review Organization, Inc. Tax Deferred Annuity Plan in NY (313 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($43M here).
Similar participant headcount
Nearest other-state filings by covered participants (313 participants); asset peers above are excluded.
- Island Peer Review Organization, Inc. Tax Deferred Annuity Plan (NY) 313 · 0 off
- Association of Delaware Valley Independent Schools Multiple Employer Plan (PA) 313 · 0 off
- The Cooper Union Defined Contribution Retirement Plan (NY) 313 · 0 off
- The Village at Manor Park, Inc. Retirement Plan (WI) 313 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.