Inova Health System Foundation 401(k) and pension plans

Inova Health System Foundation, Fairfax, VA. EIN 54-1071867. Annual reports 2009–2025. Also filed as Inova Health System.

Inova Health System Foundation has 2 active retirement plans on file. The largest is the Inova Health System Retirement Savings Plan, with 31,904 participants and $4.2 billion in assets in 2025. Fidelity has been its recordkeeper since 2009.

Active plans: 2
Participants: 32,410
Plan assets: $4.3 billion
401(k) recordkeeper: Fidelity
Plans on file: 4
Industry: Health care

All 4 plans

Active plans first

Inova Health System Retirement Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 002Employer EIN 54-1071867
Participants (2025): 31,904
Net assets (2025): $4.2 billion
Recordkeeper: Fidelity2009–2025
Plan administrator: Retirement Administration Committee
8095 Innovation Park Drive
Fairfax, VA 22031
(703) 205-2165As filed for 2025
In effect since: July 1, 1998

Earlier sponsor: Inova Health System (2009–2023).

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	31,904	$4.2 billion	Fidelity
2024	30,610	$3.5 billion	Fidelity
2023	29,551	$2.9 billion	Fidelity
2022	27,229	$2.4 billion	Fidelity
2021	25,024	$2.7 billion	Fidelity
2020	23,134	$2.3 billion	Fidelity
2019	21,684	$1.9 billion	Fidelity
2018	21,940	$1.5 billion	Fidelity
2017	20,059	$1.5 billion	Fidelity
2016	19,501	$1.2 billion	Fidelity
2015	17,429	$989 million	Fidelity
2014	16,995	$939 million	Fidelity
2013	17,503	$854 million	Fidelity
2012	19,049	$694 million	Fidelity
2011	19,028	$590 million	Fidelity
2010	19,915	$558 million	Fidelity
2009	19,280	$447 million	Fidelity

Inova Health System 403(b) Plan

403(b)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 003Employer EIN 54-1071867
Participants (2025): 506
Net assets (2025): $159 million
Recordkeeper: Fidelity2009–2025
Plan administrator: Inova Health System Foundation
8095 Innovation Park Drive
Fairfax, VA 22031
(703) 205-2166As filed for 2025
In effect since: October 1, 1981

Earlier sponsor: Inova Health System (2009–2023).

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	506	$159 million	Fidelity
2024	842	$157 million	Fidelity
2023	22,529	$149 million	Fidelity
2022	19,847	$131 million	Fidelity
2021	18,061	$162 million	Fidelity
2020	16,229	$142 million	Fidelity
2019	15,064	$123 million	Fidelity
2018	16,996	$103 million	Fidelity
2017	16,783	$113 million	Fidelity
2016	15,784	$99.7 million	Fidelity
2015	14,624	$99.2 million	Fidelity
2014	13,738	$104 million	Fidelity
2013	13,544	$107 million	Fidelity
2012	14,545	$96.5 million	Fidelity
2011	13,233	$91.5 million	Fidelity
2010	13,789	$97.8 million	Fidelity
2009	13,749	$94.5 million	Fidelity

Inova Health System Retirement Income Plan

Cash balance pensionClosed

Closed. The plan filed its final annual report for 2016, which means its assets were paid out or moved and it no longer exists.

Plan number: 001Employer EIN 54-1071867
Participants (2015): 16,116
Net assets (2015): $542 million
Administered by: FidelityEarlier: Empower (2012–2013), Fidelity (2009–2011)
Plan administrator: Inova Health System Foundation
8110 Gatehouse Road, Suite 200 W
Falls Church, VA 22042
(703) 205-2152As filed for 2016
In effect since: January 1, 1964

Year by year, 2009 to 2016

Plan year	Participants	Net assets	Recordkeeper
2016	0	$0	Fidelity
2015	16,116	$542 million	Fidelity
2014	17,604	$608 million	Fidelity
2013	21,700	$660 million	Empower
2012	23,438	$732 million	Empower
2011	22,913	$651 million	Fidelity
2010	23,458	$609 million	Fidelity
2009	23,367	$512 million	Fidelity

Inova Health System Retirement Income Plan for Certain Annuitants

Cash balance pensionClosed

Closed. The plan filed its final annual report for 2013, which means its assets were paid out or moved and it no longer exists.

Plan number: 004Employer EIN 54-1071867
Administered by: Fidelity2013
Plan administrator: Inova Health System Foundation
8110 Gatehouse Road, Suite 200 W
Falls Church, VA 22042
(703) 205-2152As filed for 2013
In effect since: April 1, 2013

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Inova Health System Retirement Savings 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 ((703) 205-2165). That number was filed for 2025; ask for the benefits or retirement plan office.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each 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.