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Sponsor portfolio

HOSPITALIST ASSOCIATES OF VIRGINIA

EIN 81-1727678-medical practice-Latest filing 2025
Plans
3
Retirement
3
$10.3M assets
Welfare
0
Participants
79
P.O. BOX 11646 - LYNCHBURG, VA 24506434-200-5895LinkedIn11-50 employeesmedical practice
Plans on this EIN
3 filings
#004CashBalance-$5.9M - 40 part#002401k-$3.6M - 1 part#005CashBalance-$758K - 38 part

Retirement portfolio analytics

3 plans aggregated / $10.3M assets / 79 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • CASH BALANCE PENSION (#004)57%
  • PLAN AND TRUST (#002)35%
  • CASH BALANCE PLAN (#005)7%
Total $10.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PENSION (#004)40
  • CASH BALANCE PLAN (#005)38
  • PLAN AND TRUST (#002)1
Total 79Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

HOSPITALIST ASSOCIATES OF VIRGINIA CASH BALANCE PENSION PLAN

CashBalance

Assets$5.9M
Participants40
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

HOSPITALIST ASSOCIATES OF VIRGINIA ALTERNATE 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$3.6M
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#005

HOSPITALIST ASSOCIATES OF VIRGINIA CASH BALANCE PLAN

CashBalance

Assets$758K
Participants38
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
004HOSPITALIST ASSOCIATES OF VIRGINIA CASH BALANCE PENSION PLANCashBalance$5.9M402024
002HOSPITALIST ASSOCIATES OF VIRGINIA ALTERNATE 401(K) PROFIT SHARING PLAN AND TRUST401k$3.6M12025
005HOSPITALIST ASSOCIATES OF VIRGINIA CASH BALANCE PLANCashBalance$758K382025
Retirement plans
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