401(k)
2022 plan-year 401(k) DOL Form 5500

J127 EDUCATION FOUNDATION 403(B) THRIFT PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

J127 EDUCATION FOUNDATION

This 401(k) plan holds $5M in total assets and serves 235 participants as of 2022. It is sponsored by J127 EDUCATION FOUNDATION in Virginia. The plan reported a net loss of $430K for the year.

Total Assets (2023)
$5M
Participants
235
State
Industry
Educational Services

What the Filing Says About J127 EDUCATION FOUNDATION 403(B) THRIFT PLAN

J127 EDUCATION FOUNDATION 403(B) THRIFT PLAN is a 401(k) retirement plan sponsored by J127 EDUCATION FOUNDATION, headquartered in Virginia. As of the 2022 Form 5500 filing, the plan reports $5M in total end-of-year assets and covers 235 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 541371815, and the plan has been effective since 1991-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $5M at the beginning of 2022 to $5M at year-end — a decline of 8.7%. Net assets (after liabilities) closed the year at $5M, with reported net income of $-429,626 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$5M
Total Assets (End of Year)$5M
Net Assets (End of Year)$5M
Net Income$-429,626
Plan Type401(k)
Employer EIN541371815
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J127 EDUCATION FOUNDATION)

Year Plans Participants Total Assets
2022 1 235 $5M
2023 1 249 $6M
2024 1 245 $6M

Nearby 401(k) Plans in Virginia

Peer 401(k) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the J127 EDUCATION FOUNDATION 403(B) THRIFT PLAN?
As of the 2022 Form 5500 filing, J127 EDUCATION FOUNDATION 403(B) THRIFT PLAN holds $5M in total assets with 235 participants. It is sponsored by J127 EDUCATION FOUNDATION.
What type of plan is J127 EDUCATION FOUNDATION 403(B) THRIFT PLAN?
J127 EDUCATION FOUNDATION 403(B) THRIFT PLAN is a 401(k) plan. It has been effective since 1991-01-01. The plan is filed with the U.S. Department of Labor under EIN 541371815.
Who sponsors the J127 EDUCATION FOUNDATION 403(B) THRIFT PLAN?
J127 EDUCATION FOUNDATION 403(B) THRIFT PLAN is sponsored by J127 EDUCATION FOUNDATION, located in Virginia. The sponsor's EIN is 541371815 and the plan operates in the Educational Services industry.
How did J127 EDUCATION FOUNDATION 403(B) THRIFT PLAN perform in 2022?
J127 EDUCATION FOUNDATION 403(B) THRIFT PLAN declined by 8.7% during 2022, moving from $5M to $5M in total assets. Net income was $-429,626.
Where can I find official filings for J127 EDUCATION FOUNDATION 403(B) THRIFT PLAN?
Official Form 5500 filings for J127 EDUCATION FOUNDATION 403(B) THRIFT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 541371815 or plan name at efast.dol.gov.
How does J127 EDUCATION FOUNDATION 403(B) THRIFT PLAN compare to other plans?
You can compare J127 EDUCATION FOUNDATION 403(B) THRIFT PLAN against other 401(k) plans on the plan type page, or view plans in Virginia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 541371815.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.