Children'S Health System 401(k) and retirement plans

Children'S Health System, Inc., Norfolk, VA. EIN 54-1278830. Annual reports 2009–2024. Also filed as Childrens Health Systm, Inc.; Childrens Health System, Inc.; Childrens Medical Group, Inc.

Children'S Health System, Inc. has 2 active retirement plans on file. The largest is the Children'S Health System, Inc. 401(k) Plan, with 4,966 participants and $322 million in assets in 2024. Principal has been its recordkeeper since 2019. No traditional pension plan appears in Children'S Health System's filings since 2009.

Active plans: 2
Participants: 5,787
Plan assets: $401 million
401(k) recordkeeper: Principal
Plans on file: 3
Industry: Health care

All 3 plans

Active plans first

Children'S Health System, Inc. 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 54-1278830
Participants (2024): 4,966
Net assets (2024): $322 million
Recordkeeper: PrincipalEarlier: Transamerica (2013–2018), Schwab (2012), Valic Retirement Services (2009–2011)
Plan administrator: The Employee Benefits Committee
601 Children'S Lane
Norfolk, VA 23507
(757) 668-6764As filed for 2024
In effect since: July 1, 1996

Plans merged into this one: Children'S Health System, Inc. Profit Sharing Plan (2013).

Earlier sponsor: Childrens Medical Group, Inc. (2009–2013).

Earlier plan names: Children'S Medical Group 401(k) Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	4,966	$322 million	Principal
2023	4,890	$275 million	Principal
2022	4,633	$229 million	Principal
2021	4,199	$264 million	Principal
2020	4,096	$222 million	Principal
2019	4,070	$186 million	Principal
2018	3,959	$147 million	Transamerica
2017	3,806	$148 million	Transamerica
2016	3,694	$117 million	Transamerica
2015	3,509	$97.6 million	Transamerica
2014	3,401	$83.5 million	Transamerica
2013	2,753	$64.3 million	Transamerica
2012	796	$41.7 million	Schwab
2011	808	$36.4 million	Valic Retirement Services
2010	793	$35.8 million	Valic Retirement Services
2009	768	$28.4 million	Valic Retirement Services

Children'S Health System, Inc. Defined Contribution Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 54-1278830
Participants (2024): 821
Net assets (2024): $78.8 million
Recordkeeper: PrincipalEarlier: Transamerica (2013–2018), Nationwide (2011–2012), Metlife (2010), Nationwide (2009)
Plan administrator: The Employee Benefits Committee
601 Children'S Lane
Norfolk, VA 23507
(757) 668-6764As filed for 2024
In effect since: July 1, 1991

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	821	$78.8 million	Principal
2023	881	$80.3 million	Principal
2022	949	$76.3 million	Principal
2021	1,025	$97.4 million	Principal
2020	1,093	$92.8 million	Principal
2019	1,142	$89.5 million	Principal
2018	1,312	$80.7 million	Transamerica
2017	1,394	$93.4 million	Transamerica
2016	1,484	$86.9 million	Transamerica
2015	1,642	$91.3 million	Transamerica
2014	1,821	$99.2 million	Transamerica
2013	3,047	$105 million	Transamerica
2012	3,674	$94.2 million	Nationwide
2011	3,497	$80.9 million	Nationwide
2010	3,381	$80.0 million	Metlife
2009	3,239	$67.5 million	Nationwide

Children'S Health System, Inc. Profit Sharing Plan

Defined contribution planMerged

Merged. In 2013 its assets moved to the Children'S Health System, Inc. 401(k) Plan, sponsored by Children'S Health System, Inc. (EIN 54-1278830, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number: 003Employer EIN 54-1278830
Participants (2012): 2,981
Net assets (2012): $13.1 million
Recordkeeper: TransamericaEarlier: Schwab (2012), Valic Retirement Services (2009–2011)
Plan administrator: Childrens Health System, Inc.
601 Childrens Lane
Norfolk, VA 23507
(757) 668-9146As filed for 2013
In effect since: July 1, 1996

Earlier sponsor: Childrens Health Systm, Inc. (2009–2010).

Year by year, 2009 to 2013

Plan year	Participants	Net assets	Recordkeeper
2013	0	$0	Transamerica
2012	2,981	$13.1 million	Schwab
2011	4,271	$12.1 million	Valic Retirement Services
2010	4,105	$12.2 million	Valic Retirement Services
2009	3,834	$10.1 million	Valic Retirement Services

If you had money in one of these plans

Call Principal (principal.com), which runs the Children'S Health System, Inc. 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((757) 668-6764). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.