Defined Benefit (Pension) · DOL Form 5500 · 2024

Oncology & Hematology Associates of Southwest Virginia, Inc. Pension Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
117
Participants Small participant base
53rd
Percentile by assets National rank
$74,659
Avg per participant Below avg balance/head
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Official DOL plan name: Oncology & Hematology Associates of Southwest Virginia, Inc. Cash Balance Plan · Sponsored by Oncology & Hematology Associates of Southwest Virginia, Inc. · Virginia · Healthcare & Social Assistance

$9M in assets, 117 participants

Oncology & Hematology Associates of Southwest Virginia, Inc.'s Oncology & Hematology Associates of Southwest Virginia, Inc. Cash Balance Plan reported $9M in total assets and 117 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

  • #9,837 in Healthcare & Social Assistance (16,916 peers)

Coverage in Virginia

Oncology & Hematology Associates of Southwest Virginia, Inc. Cash Balance Plan covers 117 participants in Virginia, about 15% of the average Virginia filer (state average ~782 per filing). Assets: $9M.

#9,837
in Healthcare & Social Assistance (16,916 peers)
+47.0%
assets growth YoY

Oncology & Hematology Associates of Southwest Virginia, Inc. Cash Balance Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Oncology & Hematology Associates of Southwest Virginia, Inc. Cash Balance Plan vs every filed plan by assets

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

$8,735,056 Top 47% higher than 53% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Oncology & Hematology Associates of Southwest Virginia, Inc. Cash Balance 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. Oncology & Hematology Associates of Southwest Virginia, Inc. Cash Balance Plan sits mid-pack in the medium band (117 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Oncology & Hematology Associates of Southwest Virginia, Inc. Cash Balance Plan end-of-year assets rose from $6M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Oncology & Hematology Associates of Southwest Virginia, Inc. Cash Balance Plan reported participants rose from 111 in the plan year 2023 filing to 117 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 541922084 · Oncology & Hematology Associates of Southwest Virginia, Inc. PY 2024 · Defined Benefit (Pension)

Oncology & Hematology Associates of Southwest Virginia, Inc. Cash Balance Plan · $9M · 117 · 53rd

  • IND $9M
  • IND 117
  • IND 53rd
  • IND Defined Benefit (Pension)
  • IND near Noritake Co., Inc. Pension Plan
  • IND ind #9837

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 →

Oncology & Hematology Associates of Southwest Virginia, Inc. Cash Balance Plan in the asset neighbourhood

Southfield Radiology Associates, PLLC Cash Balance PlanSouthfield Radiology Associa…$9MHuntington Federal Savings Bank Retirement PlanHuntington Federal Savings B…$9MOncology & Hematology Associates of Southwest Virginia, Inc. Cash Balance PlanOncology & Hematology Associ…$9MHendrickson Truck Suspension Systems Indiana Pension PlanHendrickson Truck Suspension…$9MNoritake Co., Inc. Pension PlanNoritake Co., Inc. Pension P…$9M
End-of-year total assets ($M) among Oncology & Hematology Associates of Southwest Virginia, Inc. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Virginia filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$9M
Net Income$3M
Employer EIN541922084
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oncology & Hematology Associates of Southwest Virginia, Inc.)

Sponsor-wide plan assets over time

All Oncology & Hematology Associates of Southwest Virginia, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 169.8115130784385% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 202220232024 $3.24M $8.74M ▲ +169.8%
Year Plans Participants Total Assets
2022 1 104 $3M
2023 1 111 $6M
2024 1 117 $9M

Nearby Defined Benefit (Pension) Plans in Virginia

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Oncology & Hematology Associates of Southwest Virginia, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Oncology & Hematology Associates of Southwest Virginia, Inc. Cash Balance Plan, Total assets ($B): 0.008735056 · Participants: 117Oncology & Hematology Associates of Southwest Virginia, Inc. Cash Balance PlanNorthrop Grumman Pension Plan, Total assets ($B): 18.781759216 · Participants: 12678Northrop Grumman Pension PlanRetirement Security Plan, Total assets ($B): 11.481735153 · Participants: 56633Retirement Security PlanSheet Metal Workers' National Pension Fund, Total assets ($B): 8.902237059 · Participants: 63530Sheet Metal Workers' National Pension FundNg Space&mission Systems Corp Salaried Pension Pla, Total assets ($B): 8.398702873 · Participants: 6737Ng Space&mission Systems Corp Salaried Pension PlaDominion Energy Pension Plan, Total assets ($B): 8.332769083 · Participants: 11758Dominion Energy Pension Plan
Oncology & Hematology Associates of Southwest Virginia, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants

Oncology & Hematology Associates of Southwest Virginia, Inc. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Virginia, the nearest Defined Benefit (Pension) by assets is Noritake Co., Inc. Pension Plan in NJ ($9M); by covered participants it is First Credit Union Cash Balance Defined Benefit Retirement Pension Plan in AZ (117 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (117 participants); asset peers above are excluded.

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 Oncology & Hematology Associates of Southwest Virginia, Inc. Cash Balance Plan assets move in 2024?
Oncology & Hematology Associates of Southwest Virginia, Inc. Cash Balance Plan surged - up 47.0% during 2024, from $6M to $9M. Reported net income was $3M.
How have Oncology & Hematology Associates of Southwest Virginia, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Oncology & Hematology Associates of Southwest Virginia, Inc.'s sponsor-wide assets grew 169.8%, from $3M to $9M.
Which Defined Benefit (Pension) plans are similar in size to Oncology & Hematology Associates of Southwest Virginia, Inc. Cash Balance Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Noritake Co., Inc. Pension Plan in NJ ($9M, 10 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Oncology & Hematology Associates of Southwest Virginia, Inc. Cash Balance Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is First Credit Union Cash Balance Defined Benefit Retirement Pension Plan in AZ (117 participants, $13M in assets).