Defined Benefit (Pension) · DOL Form 5500 · 2024
Valley Health System Pension Plan
Data updated 2026-08-25
- $318M
- Total assets Above avg plan size
- 1,340
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $237,126
- Avg per participant Above avg balance/head
Official DOL plan name: Valley Health System Merged Defined Benefit Plan · Sponsored by Valley Health System · Virginia · Healthcare & Social Assistance
$318M in assets, 1,340 participants
Valley Health System's Valley Health System Merged Defined Benefit Plan reported $318M in total assets and 1,340 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #16,269 in Healthcare & Social Assistance (16,916 peers)
Where Valley Health System Merged Defined Benefit Plan sits by assets
Valley Health System Merged Defined Benefit Plan sits in the top 5% of all filed plans by assets, $318M for 1,340 participants (~$237,126/participant), up 8.7% in 2024.
- #16,269
- in Healthcare & Social Assistance (16,916 peers)
- +8.7%
- assets growth YoY
- 3.2×
- vs typical plan assets (national mean)
Valley Health System Merged Defined Benefit Plan's outsized position by total assets
Valley Health System Merged Defined Benefit Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$317,748,597 Top 4% higher than 96% 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 Merged Defined Benefit 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 Merged Defined Benefit Plan lands in the large band (1,340 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Valley Health System Merged Defined Benefit Plan reported net income rose from $22M in the plan year 2023 filing to $25M in the plan year 2024 filing.
- Valley Health System Merged Defined Benefit Plan reported participants fell from 1,512 in the plan year 2023 filing to 1,340 in the plan year 2024 filing.
- Valley Health System Merged Defined Benefit Plan end-of-year assets rose from $292M in the plan year 2023 filing to $318M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 521357729 · Valley Health System PY 2024 · Defined Benefit (Pension)
Valley Health System Merged Defined Benefit Plan · $318M · 1,340 · 96th
- TYPE $318M
- NET 1,340
- BOOK 96th
- VS-ST Defined Benefit (Pension)
- BOY near Hubbell Incorporated Retirement Plan for Salaried and Hourly Employees
- SCH ind #16269
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 Merged Defined Benefit Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $292M |
|---|---|
| Net Assets (End of Year) | $318M |
| Net Income | $25M |
| Employer EIN | 521357729 |
| Plan Effective Date | 2021-01-01 |
| 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 Defined Benefit (Pension) Plans in Virginia
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Pension Plan $18.8B · 12,678
- Retirement Security Plan $11.5B · 56,633
- Sheet Metal Workers' National Pension Fund $8.9B · 63,530
- Ng Space&mission Systems Corp Salaried Pension Pla $8.4B · 6,737
- Dominion Energy Pension Plan $8.3B · 11,758
Valley Health System Merged Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Virginia, the nearest Defined Benefit (Pension) by assets is Hubbell Incorporated Retirement Plan for Salaried and Hourly Employees in CT ($318M); by covered participants it is International Association of Sheet Metal, Air, Rail and Transportation Workers (Smart) Local Union No. 36 Pension Fund in MO (1,337 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($318M here).
- Hubbell Incorporated Retirement Plan for Salaried and Hourly Employees (CT) $318M · 346
- Bronson Healthcare Retirement Plan (MI) $318M · 2,069
- Wps Pension Plan (WI) $317M · 518
- Teamsters National Pipe Line Pension Plan (MN) $318M · 1,119
Similar participant headcount
Nearest other-state filings by covered participants (1,340 participants); asset peers above are excluded.
- International Association of Sheet Metal, Air, Rail and Transportation Workers (Smart) Local Union No. 36 Pension Fund (MO) 1,337 · 3 off
- Waterfront Employers - Ila Pension Plan (SC) 1,343 · 3 off
- Amerihealth Caritas Pension Plan (PA) 1,335 · 5 off
- Ochsner Clinic Foundation Retirement Plan (LA) 1,347 · 7 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.