401(k) · DOL Form 5500 · 2022
Thomas Jefferson Foundation, Inc 401(k) Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 251
- Participants Below avg headcount
- 79th
- Percentile by assets National rank
- $92,318
- Avg per participant Below avg balance/head
Official DOL plan name: Thomas Jefferson Foundation, Inc 401(k) Plan · Sponsored by Thomas Jefferson Foundation, Inc · Virginia · Arts, Entertainment & Recreation
$23M in assets, 251 participants
Thomas Jefferson Foundation, Inc's Thomas Jefferson Foundation, Inc 401(k) Plan reported $23M in total assets and 251 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.
- #2,678 in Arts, Entertainment & Recreation (3,077 peers)
Coverage in Virginia
Thomas Jefferson Foundation, Inc 401(k) Plan covers 251 participants in Virginia, about 32% of the average Virginia filer (state average ~782 per filing). Assets: $23M.
- #2,678
- in Arts, Entertainment & Recreation (3,077 peers)
- -16.3%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Thomas Jefferson Foundation, Inc 401(k) Plan's outsized position by total assets
Thomas Jefferson Foundation, Inc 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$23,171,720 Top 21% higher than 79% 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
Thomas Jefferson Foundation, Inc 401(k) 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. Thomas Jefferson Foundation, Inc 401(k) Plan sits mid-pack in the medium band (251 participants).
EBSA filing schedule strip
Filing strip 540505959 · Thomas Jefferson Foundation, Inc PY 2022 · 401(k)
Thomas Jefferson Foundation, Inc 401(k) Plan · $23M · 251 · 79th
- PHOTO $23M
- PHOTO 251
- PHOTO 79th
- PHOTO 401(k)
- PHOTO near Arkansas Methodist Hospital Retirement Trust
- PHOTO ind #2678
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 →
Thomas Jefferson Foundation, Inc 401(k) Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | -$5M |
| Employer EIN | 540505959 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Thomas Jefferson Foundation, Inc)
Sponsor-wide plan assets over time
All Thomas Jefferson Foundation, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $29M 25.955725341062298% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 251 | $23M |
| 2023 | 1 | 326 | $25M |
| 2024 | 1 | 354 | $29M |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $32.6B · 92,420
- 401(k) Pension Plan $13.0B · 61,481
- General Dynamics Corporation 401(k) Plan 6.0 $9.6B · 36,822
- Leidos, Inc. Retirement Plan $8.7B · 26,125
- Bae Systems Employees' Savings and Investment Plan $8.2B · 31,556
Thomas Jefferson Foundation, Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Arkansas Methodist Hospital Retirement Trust in AR ($23M); by covered participants it is Trusted Senior Care, LLC Dba Home Instead Senior Care 401(k) Plan in KY (251 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- Arkansas Methodist Hospital Retirement Trust (AR) $23M · 561
- The Sheakley Group of Companies 401(k) (OH) $23M · 270
- Gmto Corporation Retirement Plan (CA) $23M · 85
- United Notions, Inc. 401(k) Plan (TX) $23M · 104
Similar participant headcount
Nearest other-state filings by covered participants (251 participants); asset peers above are excluded.
- Trusted Senior Care, LLC Dba Home Instead Senior Care 401(k) Plan (KY) 251 · 0 off
- Lyons Hr-Hri Retirement Savings Plan (AL) 251 · 0 off
- Crown/Loyal 401(k) Plan (NH) 251 · 0 off
- Omaha Steaks Union 401(k) Plan (NE) 251 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.