Other · DOL Form 5500 · 2022

Norfolk Academy Retirement Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
276
Participants Below avg headcount
88th
Percentile by assets National rank
$187,707
Avg per participant Above avg balance/head
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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.

  • #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.

#3,147
in Educational Services (4,024 peers)
+8.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Norfolk Academy Pre-Tax Savings and Retirement Plan's outsized position 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

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

Norfolk Academy Pre-Tax Savings and 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. Norfolk Academy Pre-Tax Savings and Retirement Plan sits mid-pack in the medium band (276 participants).

DOL schedule card

Filing strip 540551901 · Norfolk Academy PY 2022 · Other

Norfolk Academy Pre-Tax Savings and Retirement Plan · $52M · 276 · 88th

  • BOY $52M
  • BOY 276
  • BOY 88th
  • BOY Other
  • BOY near Greenhill School 403(b) Plan
  • BOY ind #3147

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 Educational Services retirement plans → · Plans in Virginia →

Norfolk Academy Pre-Tax Savings and Retirement Plan in the asset neighbourhood

Castilleja School Foundation DC PlanCastilleja School Foundation…$52MGreenhill School 403(b) Plan$52MNorfolk Academy Pre-Tax Savings and Retirement PlanNorfolk Academy Pre-Tax Savi…$52MIndependent School Collaborative Multiple Employer PlanIndependent School Collabora…$52MFranklin W. Olin College of Engineering 403(b) Retirement PlanFranklin W. Olin College of …$52M
End-of-year total assets ($M) among Norfolk Academy Pre-Tax Savings and Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Virginia filing particulars

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$52M
Net Income$4M
Employer EIN540551901
Plan Effective Date1982-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Norfolk Academy)

Sponsor-wide plan assets over time

All Norfolk Academy plans reported in each filing year

Latest sponsor-wide plan assets
$61M 17.91678837591888% vs 2022
2024 filing year
$50M$55M$60M$65M 202220232024 $51.8M $61.1M ▲ +17.9%
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 Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Norfolk Academy Pre-Tax Savings and Retirement Plan, Total assets ($B): 0.051807209 · Participants: 276Norfolk Academy Pre-Tax Savings and Retirement 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
Norfolk Academy Pre-Tax Savings and Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants
Compare Norfolk Academy Pre-Tax Savings and Retirement Plan side-by-side with 3 peers →

Norfolk Academy Pre-Tax Savings and Retirement Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is Greenhill School 403(b) Plan in TX ($52M); by covered participants it is Westminster Manor 403(b) Plan in TX (276 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (276 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 Norfolk Academy Pre-Tax Savings and Retirement Plan assets move in 2022? ▼
Norfolk Academy Pre-Tax Savings and Retirement Plan grew at a solid clip - up 8.1% during 2022, from $48M to $52M. Reported net income was $4M.
How have Norfolk Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Norfolk Academy's sponsor-wide assets grew 17.9%, from $52M to $61M.
Where does Norfolk Academy Pre-Tax Savings and Retirement Plan rank by assets among Form 5500 filers? ▼
Norfolk Academy Pre-Tax Savings and Retirement Plan ranks in the 88th 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 Norfolk Academy Pre-Tax Savings and Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Greenhill School 403(b) Plan in TX ($52M, 422 participants).
Which Other plans cover a similar participant headcount to Norfolk Academy Pre-Tax Savings and Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Westminster Manor 403(b) Plan in TX (276 participants, $6M 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 540551901.

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.