Other · DOL Form 5500 · 2022
Fort Norfolk Retirement Community, Inc. Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 239
- Participants Below avg headcount
- 39th
- Percentile by assets National rank
- $11,297
- Avg per participant Low balance/head
Official DOL plan name: Harbor's Edge Retirement Plan · Sponsored by Fort Norfolk Retirement Community, Inc. · Virginia · Healthcare & Social Assistance
$3M in assets, 239 participants
Fort Norfolk Retirement Community, Inc.'s Harbor's Edge Retirement Plan reported $3M in total assets and 239 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.
- #8,310 in Healthcare & Social Assistance (20,060 peers)
Coverage in Virginia
Harbor's Edge Retirement Plan covers 239 participants in Virginia, about 31% of the average Virginia filer (state average ~782 per filing). Assets: $3M.
- #8,310
- in Healthcare & Social Assistance (20,060 peers)
- -16.0%
- assets change YoY
The plan reported a net loss of $514K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Harbor's Edge Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Harbor's Edge Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,700,039 39th percentile higher than 39% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Harbor's Edge Retirement 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. Harbor's Edge Retirement Plan sits mid-pack in the medium band (239 participants).
Form 5500 schedule snapshot
Filing strip 020601375 · Fort Norfolk Retirement Community, Inc. PY 2022 · Other
Harbor's Edge Retirement Plan · $3M · 239 · 39th
- BOY $3M
- SCH 239
- EBSA 39th
- PART Other
- TYPE near Manor Grove Retirement Savings Plan
- NET ind #8310
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 Healthcare & Social Assistance retirement plans → · Plans in Virginia →
Harbor's Edge Retirement Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$514K |
| Employer EIN | 020601375 |
| Plan Effective Date | 2006-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Fort Norfolk Retirement Community, Inc.)
Sponsor-wide plan assets over time
All Fort Norfolk Retirement Community, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 16.187321738686% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 239 | $3M |
| 2023 | 1 | 238 | $3M |
| 2024 | 1 | 247 | $3M |
Nearby Other Plans in Virginia
Peer Other plans, same state, same plan type, ranked by total assets.
- Sentara 403(b) Savings Plan $2.7B · 26,421
- The George Washington University Supplemental Retirement Plan $1.4B · 7,903
- Institute for Defense Analyses Tax Deferred Annuity Plan $719M · 1,346
- Carilion Clinic 403(b) Retirement Savings Plan $597M · 12,418
- Centra Health Matching Tax Deferred Savings Plan $595M · 6,854
Harbor's Edge Retirement Plan's out-of-state Other peers by assets and headcount
Outside Virginia, the nearest Other by assets is Manor Grove Retirement Savings Plan in MO ($3M); by covered participants it is Metropolitan Center for Independent Living 403(b) Retirement Plan in MN (239 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (239 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.