Find an old Inova Health System Foundation 401(k)

Who to contact about an account in each of the 2 Inova Health System Foundation plans, from the filings. Free, no sign-up, no Social Security number.

Inova Health System Retirement Savings Plan

Inova Health System Foundation · Plan 002 · EIN 54-1071867 · Fairfax, VA

Active · plan year 2025 filing401(k)
Plan administratorRetirement Administration Committee
8095 Innovation Park Drive, Fairfax, VA 22031
Form 5500 ↗
Recordkeeper (who holds the accounts)Fid Inv Inst Ops CoSchedule C ↗
Former employees with balances7,945 separated participants still had money in the planForm 5500 ↗

Inova Health System 403(b) Plan

Inova Health System Foundation · Plan 003 · EIN 54-1071867 · Fairfax, VA

Active · plan year 2025 filing403(b)
Plan administratorInova Health System Foundation
8095 Innovation Park Drive, Fairfax, VA 22031
Form 5500 ↗
Recordkeeper (who holds the accounts)Fid Inv Inst Ops CoSchedule C ↗
Former employees with balances383 separated participants still had money in the planForm 5500 ↗

Inova Health System Foundation 401(k) match, vesting and fees →

Found it? Your options

Leave itOften allowed if your balance is over $7,000. You keep the plan's investments and fees.
Move it to your new job's planIf the new plan accepts roll-ins. Ask the new plan's recordkeeper.
Roll it into an IRAMore investment choices, and you control it. A direct rollover avoids withholding and penalties.
Cash outUsually taxed, plus a 10% penalty if you are under 59½.

General information, not financial or tax advice. Rules depend on your plan and situation.

How to track down the account

  1. Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
  2. If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
  3. Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.

Common questions

How do I find my old Inova Health System Foundation 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Retirement Administration Committee, (703) 205-2165. The accounts are held by the recordkeeper, Fid Inv Inst Ops Co. Have your Social Security number and dates of employment ready.

What is the Inova Health System Foundation 401(k) phone number?

The plan administrator phone number on the plan year 2025 filing is (703) 205-2165.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Inova Health System Foundation and does not hold accounts. Not financial advice. Report a correction