Other · DOL Form 5500 · 2024
Central Virginia Health Services, Inc. Retirement Plan
Data updated 2026-08-25
- $40M
- Total assets Below avg plan size
- 524
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $76,352
- Avg per participant Below avg balance/head
Official DOL plan name: Central Virginia Health Services Inc. Tax Shelter Annuity Retirement Plan · Sponsored by Central Virginia Health Services, Inc. · Virginia · Healthcare & Social Assistance
$40M in assets, 524 participants
Central Virginia Health Services, Inc.'s Central Virginia Health Services Inc. Tax Shelter Annuity Retirement Plan reported $40M in total assets and 524 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.
- #14,221 in Healthcare & Social Assistance (16,916 peers)
Where Central Virginia Health Services Inc. Tax Shelter Annuity Retirement Plan sits by assets
Central Virginia Health Services Inc. Tax Shelter Annuity Retirement Plan sits in the top quartile of all filed plans by assets, $40M for 524 participants (~$76,352/participant), up 11.8% in 2024.
- #14,221
- in Healthcare & Social Assistance (16,916 peers)
- +11.8%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Central Virginia Health Services Inc. Tax Shelter Annuity Retirement Plan's outsized position by total assets
Central Virginia Health Services Inc. Tax Shelter Annuity Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$40,008,551 Top 19% higher than 81% 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
Central Virginia Health Services Inc. Tax Shelter Annuity Retirement 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. Central Virginia Health Services Inc. Tax Shelter Annuity Retirement Plan sits mid-pack in the medium band (524 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Central Virginia Health Services Inc. Tax Shelter Annuity Retirement Plan reported net income fell from $7M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Central Virginia Health Services Inc. Tax Shelter Annuity Retirement Plan reported participants rose from 453 in the plan year 2023 filing to 524 in the plan year 2024 filing.
- Central Virginia Health Services Inc. Tax Shelter Annuity Retirement Plan end-of-year assets rose from $36M in the plan year 2023 filing to $40M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 540887287 · Central Virginia Health Services, Inc. PY 2024 · Other
Central Virginia Health Services Inc. Tax Shelter Annuity Retirement Plan · $40M · 524 · 81st
- PHOTO $40M
- IND 524
- EOY 81st
- 5500 Other
- ASSETS near Nichols College 403b Plan
- PCT ind #14221
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 →
Central Virginia Health Services Inc. Tax Shelter Annuity Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $36M |
|---|---|
| Net Assets (End of Year) | $40M |
| Net Income | $4M |
| Employer EIN | 540887287 |
| Plan Effective Date | 1980-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Central Virginia Health Services, Inc.)
Sponsor-wide plan assets over time
All Central Virginia Health Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $40M 37.01077616282305% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 375 | $29M |
| 2023 | 1 | 453 | $36M |
| 2024 | 1 | 524 | $40M |
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
Central Virginia Health Services Inc. Tax Shelter Annuity Retirement Plan's out-of-state Other peers by assets and headcount
Outside Virginia, the nearest Other by assets is Nichols College 403b Plan in MA ($40M); by covered participants it is Moravian University Retirement Plan in PA (524 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($40M here).
- Nichols College 403b Plan (MA) $40M · 313
- Lgi Services, LLC 403(b) Plan (NY) $40M · 156
- 403(b) Thrift Plan for Child and Family Services of Erie County (NY) $40M · 793
- Lincoln Park Zoological Society Retirement Plan (IL) $40M · 256
Similar participant headcount
Nearest other-state filings by covered participants (524 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.