Other · DOL Form 5500 · 2024

Vandalia Health, Inc. Retirement Plan

Data updated 2026-08-25

$230M
Total assets Near avg plan size: N/A
Participants Small participant base: 95th
Percentile by assets National rank

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Official DOL plan name: Vandalia Health System 403(b) Plan · Sponsored by Vandalia Health, Inc. · West Virginia · Healthcare & Social Assistance

$230M in assets, N/A participants

Vandalia Health, Inc.'s Vandalia Health System 403(b) Plan reported $230M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

#16,116 in Healthcare & Social Assistance (16,916 peers)

Where Vandalia Health System 403(b) Plan sits by assets

Vandalia Health System 403(b) Plan sits in the top 5% of all filed plans by assets, $230M for N/A participants, up 1.0% in 2024.

#16,116
in Healthcare & Social Assistance (16,916 peers): +1.0%
assets growth YoY: 2.3×
vs typical plan assets (national mean)

Vandalia Health System 403(b) Plan's outsized position by total assets

Vandalia Health System 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$230,408,516 Top 5% higher than 95% 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

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Vandalia Health System 403(b) Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Vandalia Health System 403(b) Plan end-of-year assets rose from $228M in the plan year 2023 filing to $230M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 550664138 · Vandalia Health, Inc. PY 2024 · Other

Vandalia Health System 403(b) Plan · $230M · N/A · 95th

PHOTO $230M
PHOTO N/A
PHOTO 95th
PHOTO Other
PHOTO near Drew University Defined Contribution and Tax Deferred Plan
PHOTO ind #16116

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 West Virginia →

End-of-year total assets ($M) among Vandalia Health System 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$228M
Net Assets (End of Year)	$230M
Net Income	$2M
Employer EIN	550664138
Plan Effective Date	1978-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Vandalia Health, Inc.)

Latest sponsor-wide plan assets: $1.1B 64.68780475610471% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	N/A	$658M
2023	2	N/A	$947M
2024	2	N/A	$1.1B

Nearby Other Plans in West Virginia

Peer Other plans, same state, same plan type, ranked by total assets.

Vandalia Health System 403(b) Plan vs. nearby Other plans in West Virginia, assets vs. participants

West Virginia University Health System 403(b) Retirement Savings Plan $1.8B · 30,364
Maryland Electrical Industry Severance & Annuity Fund $329M · 2,686
West Virginia University Medical Corporation 403(b) Plan $328M · 1,947
Local Union 317 Electrical Pension Plan $179M · 763
University Physicians and Surgeons, Inc. Retirement Plan $167M · 2,210

Compare Vandalia Health System 403(b) Plan side-by-side with 3 peers →

Vandalia Health System 403(b) Plan's closest out-of-state Other peers by assets

Outside West Virginia, the nearest Other by end-of-year assets is Drew University Defined Contribution and Tax Deferred Plan in NJ at $231M (this filing: $230M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($230M here).

Drew University Defined Contribution and Tax Deferred Plan (NJ) $231M · 741
Open Society Institute Retirement Plan (NY) $230M · 367
Baldwin Wallace University Defined Contribution and Tax Deferred Savings (OH) $230M · 712
The Culinary Institute of America Defined Contribution Plan (NY) $232M · 586

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Vandalia Health System 403(b) Plan assets move in 2024? ▼

Vandalia Health System 403(b) Plan held essentially flat - up 1.0% during 2024, from $228M to $230M. Reported net income was $2M.

How have Vandalia Health, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Vandalia Health, Inc.'s sponsor-wide assets grew 64.7%, from $658M to $1.1B.

Where does Vandalia Health System 403(b) Plan rank by assets among Form 5500 filers? ▼

Vandalia Health System 403(b) Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which Other plans are similar in size to Vandalia Health System 403(b) Plan? ▼

Among Other plans in other states, the closest by assets is Drew University Defined Contribution and Tax Deferred Plan in NJ ($231M, 741 participants).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 550664138.