Valley Health System, Winchester, VA. EIN 52-1357729. Annual reports 2009–2025. Also filed as Valley Health.
Valley Health System has 2 active retirement plans on file. The largest is the Valley Health System Merged Defined Benefit Plan, with 4,618 participants and $270 million in assets in 2025. Principal has been its administrator since 2023.
Valley Health System 333 West Cork Street, Suite 140 Winchester, VA 22601 (540) 536-3451As filed for 2024
In effect since
November 1, 1987
Year by year, 2009 to 2024
Plan year
Participants
Net assets
Recordkeeper
2024
9,898
$542 million
not listed
2023
6,976
$489 million
not listed
2022
6,839
$419 million
not listed
2021
6,931
$479 million
not listed
2020
7,311
$418 million
Variable Annuity Life Insurance
2019
7,437
$358 million
Variable Annuity Life Insurance
2018
7,291
$292 million
Variable Annuity Life Insurance
2017
7,218
$293 million
Variable Annuity Life Insurance
2016
6,933
$247 million
Variable Annuity Life Insurance
2015
7,748
$218 million
Variable Annuity Life Insurance
2014
6,603
$212 million
Variable Annuity Life Insurance
2013
7,038
$194 million
Variable Annuity Life Insurance
2012
6,841
$166 million
Variable Annuity Life Insurance
2011
6,468
$146 million
Variable Annuity Life Insurance
2010
6,111
$139 million
Variable Annuity Life Insurance
2009
5,979
$114 million
Variable Annuity Life Insurance
Valley Health Employees Retirement Plan
Cash balance pension, frozenStopped filing
No annual report since the 2019 plan year, and no final report on record. The plan may have been merged, renamed or re-filed under another number; ask the plan administrator below.
Plan number
001Employer EIN 52-1357729
Participants (2019)
4,507
Net assets (2019)
$296 million
Plan administrator
Board of Directors Po Box 3340 Winchester, VA 22604 (540) 536-8031As filed for 2019
In effect since
January 1, 1968
Year by year, 2009 to 2019
Plan year
Participants
Net assets
Recordkeeper
2019
4,507
$296 million
not listed
2018
4,797
$243 million
not listed
2017
4,836
$246 million
not listed
2016
5,041
$236 million
not listed
2015
5,715
$230 million
not listed
2014
5,779
$225 million
not listed
2013
5,847
$214 million
not listed
2012
5,942
$181 million
not listed
2011
6,055
$159 million
not listed
2010
6,011
$158 million
not listed
2009
5,661
$141 million
not listed
If you had money in one of these plans
Call Principal (principal.com), which runs the Valley Health System Merged Defined Benefit 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 ((540) 526-8031). 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.