Defined Benefit (Pension) · DOL Form 5500 · 2023

Valley Health System Pension Plan

Data updated 2026-08-25

$292M
Total assets Near avg plan size
1,512
Participants Near avg headcount
96th
Percentile by assets National rank
$193,402
Avg per participant Above avg balance/head
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Official DOL plan name: Valley Health System Merged Defined Benefit Plan · Sponsored by Valley Health System · Virginia · Healthcare & Social Assistance

$292M in assets, 1,512 participants

Valley Health System's Valley Health System Merged Defined Benefit Plan reported $292M in total assets and 1,512 participants in its 2023 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.

  • #17,056 in Healthcare & Social Assistance (17,684 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, $292M for 1,512 participants (~$193,402/participant), up 8.2% in 2023.

#17,056
in Healthcare & Social Assistance (17,684 peers)
+8.2%
assets growth YoY
2.9×
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 2023 · DOL Form 5500

$292,423,496 Top 4% higher than 96% of 127,068 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 2023

Valley Health System Merged Defined Benefit Plan's large-plan peer group by participant headcount

Plan-year 2023 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 (1,512 participants).

EBSA filing schedule strip

Filing strip 521357729 · Valley Health System PY 2023 · Defined Benefit (Pension)

Valley Health System Merged Defined Benefit Plan · $292M · 1,512 · 96th

  • EOY $292M
  • EOY 1,512
  • EOY 96th
  • EOY Defined Benefit (Pension)
  • EOY near District Council 82 Painting Industry Pension Plan
  • EOY ind #17056

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

District Council 82 Painting Industry Pension PlanDistrict Council 82 Painting…$293MValley Health System Merged Defined Benefit PlanValley Health System Merged …$292MPackaging Corporation of America Pension Plan for Eligible Grandfathered Salaried EmployeesPackaging Corporation of Ame…$292MConnecticut Plumbers & Pipefitters Pension PlanConnecticut Plumbers & Pipef…$292MLogan Aluminum Pension Plan$292M
End-of-year total assets ($M) among Valley Health System Merged Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$270M
Net Assets (End of Year)$292M
Net Income$22M
Employer EIN521357729
Plan Effective Date2021-01-01
Filing StatusFILING 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
$200M$400M$600M$800M$1,000M 202220232024 $419M $860M ▲ +105.1%
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.

Valley Health System Merged Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Valley Health System Merged Defined Benefit Plan, Total assets ($B): 0.292423496 · Participants: 1512Valley Health System Merged Defined Benefit PlanNorthrop Grumman Pension Plan, Total assets ($B): 19.134846358 · Participants: 13674Northrop Grumman Pension PlanRetirement Security Plan, Total assets ($B): 10.184642779 · Participants: 54171Retirement Security PlanNg Space&mission Systems Corp Salaried Pension Pla, Total assets ($B): 8.450021632 · Participants: 7117Ng Space&mission Systems Corp Salaried Pension PlaSheet Metal Workers' National Pension Fund, Total assets ($B): 8.306466489 · Participants: 61272Sheet Metal Workers' National Pension FundDominion Energy Pension Plan, Total assets ($B): 7.570958933 · Participants: 12263Dominion Energy Pension Plan
Valley Health System Merged Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants
Compare Valley Health System Merged Defined Benefit Plan side-by-side with 3 peers →

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 District Council 82 Painting Industry Pension Plan in MN ($293M); by covered participants it is Molson Coors Pension Plan in WI (1,511 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,512 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Valley Health System Merged Defined Benefit Plan assets move in 2023? ▼
Valley Health System Merged Defined Benefit Plan grew at a solid clip - up 8.2% during 2023, from $270M to $292M. Reported net income was $22M.
How have Valley Health System plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valley Health System's sponsor-wide assets grew 105.1%, from $419M to $860M.
Where does Valley Health System Merged Defined Benefit Plan rank by assets among Form 5500 filers? ▼
Valley Health System Merged Defined Benefit Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Valley Health System Merged Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is District Council 82 Painting Industry Pension Plan in MN ($293M, 984 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Valley Health System Merged Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Molson Coors Pension Plan in WI (1,511 participants, $1.1B in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 521357729.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.