Department of Labor filing

PRIVIA HEALTH LLC

PRIVIA RETIREMENT PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 14, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

57filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$5,208

Reported employer contributions per active participant.

Higher than about 78% of comparable plans

#People in the filing

4,858

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$154 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 7% of comparable plans

↗Investment performance

Not available

Plan assets changed 18.0%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202457out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions78th percentileTypical peer $2,810 · based on 439 comparable plans

Lower reported administrative expense7th percentileTypical peer $65 · based on 448 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, PRIVIA HEALTH LLC reported $25,298,928 in employer contributions across the plan and 4,858 active participants. That works out to $5,208 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy70%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 14.3%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 92.7%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context57/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $25,298,928
Participant contributions: $27,450,534
Other contributions: $3,651,649
Employer share of reported contributions: 48.0%
Beginning assets: $392,001,713
Ending assets: $462,511,344
Ending net assets: $462,511,344
Ending liabilities: $0
Total income: $105,922,664
Total expenses: $35,661,301
Administrative expenses: $1,161,625
Participant loans: $2,802,541

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$4,556

2023

$5,493

2024

$5,208

Plan-paid administrative expenses per participant

2022

$80

2023

$154

2024

$154

Active participants

2022

5,035

2023

5,188

2024

4,858

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$5,208	4,858	462.5M	20251014110529NAL0001260179001
2023	$5,493	5,188	392M	20241015100222NAL0016105731001
2022	$4,556	5,035	343.6M	20240123135830NAL0014575600001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.6%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 261385077-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jun 1, 2011
Industry: Professional, scientific, and technical services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2A2E2F2G2J2K2T3D3H

Current plan terms

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Filing ACK_ID20251014110529NAL0001260179001

Data sourceDOL Form 5500 bulk data ↗

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