Other · DOL Form 5500 · 2024
Association of State and Territorial Health Officials Retirement Plan
Data updated 2026-08-11
- $43M
- Total assets
- 313
- Participants
- 82nd
- Percentile by assets
- $138,480
- Avg per participant
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.
- 82nd percentile by assets (of 123,622 plans)
- #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.
- $43M
- total plan assets (2024 EOY)
- 313
- covered participants
- 82nd
- percentile by assets (of 123,622 plans)
- $138,480
- avg assets per participant
Where Association of State and Territorial Health Officials 403(b) Plan sits 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
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.
Participants vs Virginia filers
In Virginia, the average filing covers about 782 participants across 3,655 plans. Association of State and Territorial Health Officials 403(b) Plan reports 313 participants - about 40% of that state average ($43M EOY assets).
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)
| 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Association of State and Territorial Health Officials 403(b) Plan by total assets, not by location.
Frequently Asked Questions
How did Association of State and Territorial Health Officials 403(b) Plan assets move in 2024? ▼
How have Association of State and Territorial Health Officials plan assets changed over time? ▼
Where does Association of State and Territorial Health Officials 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Association of State and Territorial Health Officials 403(b) Plan? ▼
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Filing takeaways
Ways to act on Association of State and Territorial Health Officials 403(b) Plan's numbers.
- By total assets, Association of State and Territorial Health Officials 403(b) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Virginia. Compare plans
- Association of State and Territorial Health Officials's sponsor-wide assets have grown 67.0% since 2022 across 3 plan years on file. More Other Services plans