Other · DOL Form 5500 · 2022

Veterans Medical Research Foundation Retirement Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
102
Participants Small participant base
85th
Percentile by assets National rank
$350,238
Avg per participant High balance/head
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Official DOL plan name: Veterans Medical Research Foundation Retirement Plan · Sponsored by Veterans Medical Research Foundation · California · Professional & Technical Services

$36M in assets, 102 participants

Veterans Medical Research Foundation's Veterans Medical Research Foundation Retirement Plan reported $36M in total assets and 102 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #18,456 in Professional & Technical Services (21,562 peers)

Coverage in California

Veterans Medical Research Foundation Retirement Plan covers 102 participants in California, about 16% of the average California filer (state average ~630 per filing). Assets: $36M.

#18,456
in Professional & Technical Services (21,562 peers)
+12.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Veterans Medical Research Foundation Retirement Plan's outsized position by total assets

Veterans Medical Research Foundation Retirement Plan vs every filed plan by assets

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

$35,724,290 Top 15% higher than 85% 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

Veterans Medical Research Foundation 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. Veterans Medical Research Foundation Retirement Plan sits mid-pack in the medium band (102 participants).

Published 5500 schedule card

Filing strip 330189397 · Veterans Medical Research Foundation PY 2022 · Other

Veterans Medical Research Foundation Retirement Plan · $36M · 102 · 85th

  • SCH $36M
  • EBSA 102
  • PART 85th
  • TYPE Other
  • NET near Travelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing Plan
  • BOOK ind #18456

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 Professional & Technical Services retirement plans → · Plans in California →

Veterans Medical Research Foundation Retirement Plan in the asset neighbourhood

Compass Health Retirement PlanCompass Health Retirement Pl…$36MTravelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing PlanTravelers & Immigrants Aid's…$36MVeterans Medical Research Foundation Retirement PlanVeterans Medical Research Fo…$36MOaks Integrated Care, Inc. 403(b) PlanOaks Integrated Care, Inc. 4…$36MImmaculata University DC Retirement PlanImmaculata University DC Ret…$36M
End-of-year total assets ($M) among Veterans Medical Research Foundation Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$36M
Net Income$4M
Employer EIN330189397
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Veterans Medical Research Foundation)

Sponsor-wide plan assets over time

All Veterans Medical Research Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$37M 3.2611816777884184% vs 2022
2024 filing year
$34M$36M$38M$40M$42M 202220232024 $35.7M $36.9M ▲ +3.3%
Year Plans Participants Total Assets
2022 1 102 $36M
2023 1 104 $40M
2024 1 101 $37M

Nearby Other Plans in California

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

Veterans Medical Research Foundation Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants Veterans Medical Research Foundation Retirement Plan, Total assets ($B): 0.03572429 · Participants: 102Veterans Medical Research Foundation Retirement PlanStanford Contributory Retirement Plan, Total assets ($B): 9.38573656 · Participants: 22514Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 5.320318331 · Participants: 48591Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 4.535728964 · Participants: 20237Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.200375781 · Participants: 9827Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 3.677071678 · Participants: 22632University of Southern California Tax-Deferred Annuity Plan
Veterans Medical Research Foundation Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare Veterans Medical Research Foundation Retirement Plan side-by-side with 3 peers →

Veterans Medical Research Foundation Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Travelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing Plan in IL ($36M); by covered participants it is 403(b) Thrift Plan for Employees of Guardian Angel Community Services in IL (102 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (102 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 Veterans Medical Research Foundation Retirement Plan assets move in 2022? ▼
Veterans Medical Research Foundation Retirement Plan grew at a solid clip - up 12.0% during 2022, from $32M to $36M. Reported net income was $4M.
How have Veterans Medical Research Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Veterans Medical Research Foundation's sponsor-wide assets grew 3.3%, from $36M to $37M.
Where does Veterans Medical Research Foundation Retirement Plan rank by assets among Form 5500 filers? ▼
Veterans Medical Research Foundation Retirement Plan ranks in the 85th 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 Veterans Medical Research Foundation Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Travelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing Plan in IL ($36M, 1,326 participants).
Which Other plans cover a similar participant headcount to Veterans Medical Research Foundation Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is 403(b) Thrift Plan for Employees of Guardian Angel Community Services in IL (102 participants, $1M 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 330189397.

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.