Profit Sharing · DOL Form 5500 · 2023
Semper Fi and America's Fund Profit Sharing Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 181
- Participants Below avg headcount
- 40th
- Percentile by assets National rank
- $22,352
- Avg per participant Low balance/head
Official DOL plan name: Semper Fi & America's Fund ERISA 403(b) Plan · Sponsored by Semper Fi and America's Fund · Virginia · Other Services
$4M in assets, 181 participants
Semper Fi and America's Fund's Semper Fi & America's Fund ERISA 403(b) Plan reported $4M in total assets and 181 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.
- #4,964 in Other Services (7,857 peers)
Coverage in Virginia
Semper Fi & America's Fund ERISA 403(b) Plan covers 181 participants in Virginia, about 23% of the average Virginia filer (state average ~782 per filing). Assets: $4M.
- #4,964
- in Other Services (7,857 peers)
- +59.4%
- assets growth YoY
Semper Fi & America's Fund ERISA 403(b) Plan's mid-pack asset rank among Other Services and all filers
Semper Fi & America's Fund ERISA 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,045,657 40th percentile higher than 40% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Semper Fi & America's Fund ERISA 403(b) Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Semper Fi & America's Fund ERISA 403(b) Plan sits mid-pack in the medium band (181 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Semper Fi & America's Fund ERISA 403(b) Plan reported net income rose from $574K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Semper Fi & America's Fund ERISA 403(b) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Semper Fi & America's Fund ERISA 403(b) Plan reported participants rose from 173 in the plan year 2022 filing to 181 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 260086305 · Semper Fi and America's Fund PY 2023 · Profit Sharing
Semper Fi & America's Fund ERISA 403(b) Plan · $4M · 181 · 40th
- 5500 $4M
- ASSETS 181
- PCT 40th
- EIN Profit Sharing
- RANK near The Arc Tampa Bay, Inc. Retirement Plan
- PHOTO ind #4964
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 Other Services retirement plans → · Plans in Virginia →
Semper Fi & America's Fund ERISA 403(b) Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $2M |
| Employer EIN | 260086305 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Semper Fi and America's Fund)
Sponsor-wide plan assets over time
All Semper Fi and America's Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 150.1588578941063% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 173 | $3M |
| 2023 | 1 | 181 | $4M |
| 2024 | 1 | 184 | $6M |
Nearby Profit Sharing Plans in Virginia
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia $1.1B · 5,192
- Carpenter Co. Profit-Sharing Plan $299M · 2,085
- American Institutes for Research Tax Deferred Annuity Plan $277M · 1,521
- Analytic Services Inc. Defined Contribution Retirement Plan $205M · 584
- Associated Universities Inc. Retirement Plan $193M · 541
Semper Fi & America's Fund ERISA 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Virginia, the nearest Profit Sharing by assets is The Arc Tampa Bay, Inc. Retirement Plan in FL ($4M); by covered participants it is Sefar 401(k) Plan in NY (181 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (181 participants); asset peers above are excluded.
- Sefar 401(k) Plan (NY) 181 · 0 off
- Community Hospital Association Inc. 403b Plan (MO) 181 · 0 off
- The Arc of Blackstone Valley Profit Sharing Plan (RI) 181 · 0 off
- Naacp Legal Defense & Educational Fund, Inc. 403(b) Plan (NY) 181 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.