Other · DOL Form 5500 · 2024
Augusta Health Care Retirement Plan
Data updated 2026-08-25
- $149M
- Total assets Near avg plan size
- 2,721
- Participants Above avg headcount
- 93rd
- Percentile by assets National rank
- $54,869
- Avg per participant Low balance/head
Official DOL plan name: Augusta Health Care 403b Plan · Sponsored by Augusta Health Care · Virginia · Healthcare & Social Assistance
$149M in assets, 2,721 participants
Augusta Health Care's Augusta Health Care 403b Plan reported $149M in total assets and 2,721 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #15,860 in Healthcare & Social Assistance (16,916 peers)
Coverage in Virginia
Augusta Health Care 403b Plan covers 2,721 participants in Virginia, 3.5x the typical Virginia plan (state average ~782 per filing). Assets: $149M.
- #15,860
- in Healthcare & Social Assistance (16,916 peers)
- +18.4%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
Augusta Health Care 403b Plan's outsized position by total assets
Augusta Health Care 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$149,299,094 Top 7% higher than 93% 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
Augusta Health Care 403b 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. Augusta Health Care 403b Plan lands in the large band (2,721 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Augusta Health Care 403b Plan end-of-year assets rose from $126M in the plan year 2023 filing to $149M in the plan year 2024 filing.
- Augusta Health Care 403b Plan reported net income fell from $25M in the plan year 2023 filing to $23M in the plan year 2024 filing.
- Augusta Health Care 403b Plan reported participants rose from 2,542 in the plan year 2023 filing to 2,721 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 541453954 · Augusta Health Care PY 2024 · Other
Augusta Health Care 403b Plan · $149M · 2,721 · 93rd
- IND $149M
- IND 2,721
- IND 93rd
- IND Other
- IND near Augsburg University Defined Contribution Retirement Plan
- IND ind #15860
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 →
Augusta Health Care 403b Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $126M |
|---|---|
| Net Assets (End of Year) | $149M |
| Net Income | $23M |
| Employer EIN | 541453954 |
| Plan Effective Date | 1998-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Augusta Health Care)
Sponsor-wide plan assets over time
All Augusta Health Care plans reported in each filing year
- Latest sponsor-wide plan assets
- $265M 41.23600090846136% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4,826 | $188M |
| 2023 | 2 | 4,975 | $228M |
| 2024 | 2 | 5,314 | $265M |
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
Augusta Health Care 403b Plan's out-of-state Other peers by assets and headcount
Outside Virginia, the nearest Other by assets is Augsburg University Defined Contribution Retirement Plan in MN ($149M); by covered participants it is Southwest Matching Defined Contribution Retirement Plan in OH (2,721 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($149M here).
- Augsburg University Defined Contribution Retirement Plan (MN) $149M · 698
- St. Barnabas Hospital 403(b) Plan (NY) $150M · 2,858
- Ticua 403(b) Defined Contribution Plan (TN) $150M · 1,350
- Utica University Defined Contribution Retirement Plan (NY) $148M · 1,130
Similar participant headcount
Nearest other-state filings by covered participants (2,721 participants); asset peers above are excluded.
- Southwest Matching Defined Contribution Retirement Plan (OH) 2,721 · 0 off
- Ici Multiple Employer Plan (IN) 2,722 · 1 off
- Association of University Physicians Tda Plan (WA) 2,723 · 2 off
- Southeasthealth Retirement Plan (MO) 2,717 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.