Other · DOL Form 5500 · 2022
Norfolk Academy Retirement Plan
Data updated 2026-08-11
- $52M
- Total assets
- 276
- Participants
- 88th
- Percentile by assets
- $187,707
- Avg per participant
Official DOL plan name: Norfolk Academy Pre-Tax Savings and Retirement Plan · Sponsored by Norfolk Academy · Virginia · Educational Services
$52M in assets, 276 participants
Norfolk Academy's Norfolk Academy Pre-Tax Savings and Retirement Plan reported $52M in total assets and 276 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.
- 88th percentile by assets (of 139,126 plans)
- #3,147 in Educational Services (4,024 peers)
Coverage in Virginia
Norfolk Academy Pre-Tax Savings and Retirement Plan covers 276 participants in Virginia, about 35% of the average Virginia filer (state average ~782 per filing). Assets: $52M.
- $52M
- total plan assets (2022 EOY)
- 276
- covered participants
- 88th
- percentile by assets (of 139,126 plans)
- $187,707
- avg assets per participant
Where Norfolk Academy Pre-Tax Savings and Retirement Plan sits by total assets
Norfolk Academy Pre-Tax Savings and Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$51,807,209 Top 12% higher than 88% 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
Participants vs Virginia filers
In Virginia, the average filing covers about 782 participants across 3,655 plans. Norfolk Academy Pre-Tax Savings and Retirement Plan reports 276 participants - about 35% of that state average ($52M EOY assets).
Virginia filing particulars
| Total Assets (Beginning of Year) | $48M |
|---|---|
| Net Assets (End of Year) | $52M |
| Net Income | $4M |
| Employer EIN | 540551901 |
| Plan Effective Date | 1982-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Norfolk Academy)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 276 | $52M |
| 2023 | 1 | 253 | $59M |
| 2024 | 1 | 248 | $61M |
Nearby Other Plans in Virginia
Peer Other plans, same state, same plan type, ranked by total assets.
Norfolk Academy Pre-Tax Savings and Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Norfolk Academy Pre-Tax Savings and Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Norfolk Academy Pre-Tax Savings and Retirement Plan assets move in 2022? ▼
How have Norfolk Academy plan assets changed over time? ▼
Where does Norfolk Academy Pre-Tax Savings and Retirement Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Norfolk Academy Pre-Tax Savings and Retirement Plan's numbers.
- By total assets, Norfolk Academy Pre-Tax Savings and Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Virginia. Compare plans
- Norfolk Academy's sponsor-wide assets have grown 17.9% since 2022 across 3 plan years on file. More Educational Services plans