Other · DOL Form 5500 · 2024
St. Josephs Villa Retirement Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 310
- Participants Below avg headcount
- 50th
- Percentile by assets National rank
- $24,710
- Avg per participant Low balance/head
Official DOL plan name: St. Josephs Villa 403(b) Plan · Sponsored by St. Josephs Villa · Virginia · Healthcare & Social Assistance
$8M in assets, 310 participants
St. Josephs Villa's St. Josephs Villa 403(b) Plan reported $8M in total assets and 310 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.
- #9,288 in Healthcare & Social Assistance (16,916 peers)
Coverage in Virginia
St. Josephs Villa 403(b) Plan covers 310 participants in Virginia, about 40% of the average Virginia filer (state average ~782 per filing). Assets: $8M.
- #9,288
- in Healthcare & Social Assistance (16,916 peers)
- +11.1%
- assets growth YoY
St. Josephs Villa 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
St. Josephs Villa 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,660,208 Top 50% higher than 50% 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
St. Josephs Villa 403(b) 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. St. Josephs Villa 403(b) Plan sits mid-pack in the medium band (310 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- St. Josephs Villa 403(b) Plan reported net income rose from -$243K in the plan year 2023 filing to $764K in the plan year 2024 filing.
- St. Josephs Villa 403(b) Plan reported participants rose from 264 in the plan year 2023 filing to 310 in the plan year 2024 filing.
- St. Josephs Villa 403(b) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
DOL schedule card
Filing strip 540505950 · St. Josephs Villa PY 2024 · Other
St. Josephs Villa 403(b) Plan · $8M · 310 · 50th
- ASSETS $8M
- ASSETS 310
- ASSETS 50th
- ASSETS Other
- ASSETS near The Eurasia Foundation Defined Contribution Retirement Plan
- ASSETS ind #9288
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 →
St. Josephs Villa 403(b) Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $764K |
| Employer EIN | 540505950 |
| Plan Effective Date | 1988-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (St. Josephs Villa)
Sponsor-wide plan assets over time
All St. Josephs Villa plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 7.334878670742666% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 244 | $7M |
| 2023 | 1 | 264 | $7M |
| 2024 | 1 | 310 | $8M |
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
St. Josephs Villa 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Virginia, the nearest Other by assets is The Eurasia Foundation Defined Contribution Retirement Plan in DC ($8M); by covered participants it is Russell County Hospital Retirement Savings Plan in KY (310 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (310 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.