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Original filing (PDF)20250924113851NAL0002990851001
INOVA HEALTH SYSTEM FOUNDATION
Form 5500
FILING_RECEIVED
INOVA HEALTH SYSTEM RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
22,853
Accounts w/ balance
29,419
Plan assets (EOY)
$3.5B
Net assets (EOY)
$3.5B
How this plan invests
This plan
18 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INOVA HEALTH SYSTEM FOUNDATION.
Plan sponsor
Name
INOVA HEALTH SYSTEM FOUNDATION
EIN
54-1071867
Address
8095 INNOVATION PARK DRIVE · FAIRFAX, VA · 22031
Phone
(703) 205-2166
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
RETIREMENT ADMINISTRATION COMMITTEE
EIN
54-1071867
City
FALLS CHURCH, VA
Phone
(703) 205-2165
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-24
Pension benefit codes
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
ERNST AND YOUNG, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-2647786 | — | RECORDKEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | NONE | $1.4M | — |
Investments
19 direct securities · 18 pooled funds· $5.0B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$2.5B
18 holdings
Common Collective Trust
$2.3B
18 holdings
Mutual Funds
$223.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 INDEX** 1,943,507.37 shares | — | — | — | $396.8M | 11.4% | |
| FID GROWTH CO COMM POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | — | — | $316.9M | 9.1% | |
| BTC LPTH IDX 2050 W 21,147,838.25 units | — | — | — | $256.2M | 7.3% | |
| BLACKROCK LIFEPATH INDEX 2050 FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 87-1081397 / PN 001 | Common Collective Trust | — | — | $256.2M | 7.3% | |
| BTC LPTH IDX 2045 W 19,093,381.59 units | — | — | — | $226.8M | 6.5% | |
| BLACKROCK LIFEPATH INDEX 2045 FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 20-5115008 / PN 001 | Common Collective Trust | — | — | $226.8M | 6.5% | |
| JPM US EQUITY L 8,964,984.31 shares | Mutual Funds | — | — | $223.3M | 6.4% | |
| BTC LPTH IDX 2040 W 17,869,619.32 units | — | — | — | $206.3M | 5.9% | |
| BLACKROCK LIFEPATH INDEX 2040 FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 87-1054299 / PN 001 | Common Collective Trust | — | — | $206.3M | 5.9% | |
| BTC LPTH IDX 2035 W 17,164,293.72 units | — | — | — | $192.1M | 5.5% | |
| BLACKROCK LIFEPATH INDEX 2035 FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 87-1053383 / PN 001 | Common Collective Trust | — | — | $192.1M | 5.5% | |
| BLACKROCK LIFEPATH INDEX RETIREMENT BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 87-1103620 / PN 001 | Common Collective Trust | — | — | $192.0M | 5.5% | |
| BTC LPTH IDX 2055 W 15,653,444.32 units | — | — | — | $191.1M | 5.5% | |
| BLACKROCK LIFEPATH INDEX 2055 FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 87-1102204 / PN 001 | Common Collective Trust | — | — | $191.1M | 5.5% | |
| BTC LPTH IDX 2030 W 15,267,662.57 units | — | — | — | $165.4M | 4.7% | |
| BLACKROCK LIFEPATH INDEX 2030 FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 87-1035932 / PN 001 | Common Collective Trust | — | — | $165.4M | 4.7% | |
| AF WASH MUTL INV R6 2,049,330.75 shares | — | — | — | $126.2M | 3.6% | |
| FIAM CORE PLUS CL K FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $111.4M | 3.2% | |
| BTC LPTH IDX 2060 W 9,032,353.65 units | — | — | — | $110.3M | 3.2% | |
| BLACKROCK LIFEPATH INDEX 2060 FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 87-1102365 / PN 001 | Common Collective Trust | — | — | $110.3M | 3.2% | |
| FID PURITAN K** 4,356,840.29 shares | — | — | — | $108.1M | 3.1% | |
| MIP II CL 4** 101,865,057.70 units | — | — | — | $101.9M | 2.9% | |
| FID MGD INC PORT 4 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $101.9M | 2.9% | |
| FID INTL INDEX** 2,073,942.82 shares | — | — | — | $98.6M | 2.8% | |
| AF EUROPAC GROWTH R6 1,704,206.42 shares | — | — | — | $91.5M | 2.6% | |
| MID CAP GROWTH FUND II GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $73.2M | 2.1% | |
| MID CAP VALUE FUND II GREAT GRAY TRUST COMPANY, LLC · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $72.7M | 2.1% | |
| FID US BOND IDX** 5,534,809.83 shares | — | — | — | $56.6M | 1.6% | |
| FID EXTD MKT IDX** 527,213.39 shares | — | — | — | $47.9M | 1.4% | |
| FID SMALL CAP GR K6** 2,094,643.22 shares | — | — | — | $37.3M | 1.1% | |
| Participant loans** varying maturities | — | — | — | $33.7M | 1.0% | |
| BTC LPTH IDX 2065 W 2,535,846.89 units | — | — | — | $31.0M | 0.9% | |
| BLACKROCK LIFEPATH INDEX 2065 FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 87-1130439 / PN 001 | Common Collective Trust | — | — | $31.0M | 0.9% | |
| SMALL CAP VAL FUND II GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $24.9M | 0.7% | |
| FID MGD INC PORT II FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2025 FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 87-1035812 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| WILMINGTON TRUST CIT JANUS HENDERSO WILMINGTON TRUST, N.A. · EIN 38-4116863 / PN 520 | Common Collective Trust | — | — | $0 | <0.1% |