Other · DOL Form 5500 · 2022

Mt Vernon Ladies' Association Retirement Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
477
Participants Below avg headcount
82nd
Percentile by assets National rank
$58,690
Avg per participant Low balance/head
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Official DOL plan name: Mount Vernon Ladies' Association of the Union 403(b) Plan · Sponsored by Mt Vernon Ladies' Association · Virginia · Arts, Entertainment & Recreation

$28M in assets, 477 participants

Mt Vernon Ladies' Association's Mount Vernon Ladies' Association of the Union 403(b) Plan reported $28M in total assets and 477 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #2,728 in Arts, Entertainment & Recreation (3,077 peers)

Where Mount Vernon Ladies' Association of the Union 403(b) Plan sits by assets

Mount Vernon Ladies' Association of the Union 403(b) Plan sits in the top quartile of all filed plans by assets, $28M for 477 participants (~$58,690/participant), down 11.1% in 2022.

#2,728
in Arts, Entertainment & Recreation (3,077 peers)
-11.1%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mount Vernon Ladies' Association of the Union 403(b) Plan's outsized position by total assets

Mount Vernon Ladies' Association of the Union 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$27,995,314 Top 18% higher than 82% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Mount Vernon Ladies' Association of the Union 403(b) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mount Vernon Ladies' Association of the Union 403(b) Plan sits mid-pack in the medium band (477 participants).

Plan-year Form 5500 strip

Filing strip 540564701 · Mt Vernon Ladies' Association PY 2022 · Other

Mount Vernon Ladies' Association of the Union 403(b) Plan · $28M · 477 · 82nd

  • PART $28M
  • PART 477
  • PART 82nd
  • PART Other
  • PART near 403(b) Thrift Plan for Employees of Walker Art Center
  • PART ind #2728

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Arts, Entertainment & Recreation retirement plans → · Plans in Virginia →

Mount Vernon Ladies' Association of the Union 403(b) Plan in the asset neighbourhood

403(b) Thrift Plan for Employees of Walker Art Center403(b) Thrift Plan for Emplo…$28MThe Winston Preparatory School 403(b) DC PlanThe Winston Preparatory Scho…$28MMount Vernon Ladies' Association of the Union 403(b) PlanMount Vernon Ladies' Associa…$28MLagrange College Retirement PlanLagrange College Retirement …$28MSanford School 403(b) DC Plan Contribution Retirement PlanSanford School 403(b) DC Pla…$28M
End-of-year total assets ($M) among Mount Vernon Ladies' Association of the Union 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$28M
Net Income-$3M
Employer EIN540564701
Plan Effective Date2007-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mt Vernon Ladies' Association)

Sponsor-wide plan assets over time

All Mt Vernon Ladies' Association plans reported in each filing year

Latest sponsor-wide plan assets
$37M 33.555008527498565% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $28M $37.4M ▲ +33.5%
Year Plans Participants Total Assets
2022 1 477 $28M
2023 1 517 $33M
2024 1 594 $37M

Nearby Other Plans in Virginia

Peer Other plans, same state, same plan type, ranked by total assets.

Mount Vernon Ladies' Association of the Union 403(b) Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Mount Vernon Ladies' Association of the Union 403(b) Plan, Total assets ($B): 0.027995314 · Participants: 477Mount Vernon Ladies' Association of the Union 403(b) PlanSentara 403(b) Savings Plan, Total assets ($B): 2.728114548 · Participants: 26421Sentara 403(b) Savings PlanThe George Washington University Supplemental Retirement Plan, Total assets ($B): 1.366750632 · Participants: 7903The George Washington University Supplemental Retirement PlanInstitute for Defense Analyses Tax Deferred Annuity Plan, Total assets ($B): 0.719336771 · Participants: 1346Institute for Defense Analyses Tax Deferred Annuity PlanCarilion Clinic 403(b) Retirement Savings Plan, Total assets ($B): 0.596873315 · Participants: 12418Carilion Clinic 403(b) Retirement Savings PlanCentra Health Matching Tax Deferred Savings Plan, Total assets ($B): 0.594755458 · Participants: 6854Centra Health Matching Tax Deferred Savings Plan
Mount Vernon Ladies' Association of the Union 403(b) Plan vs. nearby Other plans in Virginia, assets vs. participants
Compare Mount Vernon Ladies' Association of the Union 403(b) Plan side-by-side with 3 peers →

Mount Vernon Ladies' Association of the Union 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is 403(b) Thrift Plan for Employees of Walker Art Center in MN ($28M); by covered participants it is Cora Services 403(b) Retirement Plan in PA (477 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (477 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mount Vernon Ladies' Association of the Union 403(b) Plan assets move in 2022? ▼
Mount Vernon Ladies' Association of the Union 403(b) Plan pulled back noticeably - down 11.1% during 2022, from $31M to $28M. Reported net income was -$3M.
How have Mt Vernon Ladies' Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mt Vernon Ladies' Association's sponsor-wide assets grew 33.6%, from $28M to $37M.
Where does Mount Vernon Ladies' Association of the Union 403(b) Plan rank by assets among Form 5500 filers? ▼
Mount Vernon Ladies' Association of the Union 403(b) Plan ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Mount Vernon Ladies' Association of the Union 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan for Employees of Walker Art Center in MN ($28M, 133 participants).
Which Other plans cover a similar participant headcount to Mount Vernon Ladies' Association of the Union 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Cora Services 403(b) Retirement Plan in PA (477 participants, $18M in assets).

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 540564701.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.