Profit Sharing · DOL Form 5500 · 2023
The Governing Committee of the Section 403(b) Defined Contribution Profit Sharing Plan
Data updated 2026-08-25
- $1.1B
- Total assets Very large vs avg
- 5,192
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $205,221
- Avg per participant Above avg balance/head
Official DOL plan name: Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia · Sponsored by The Governing Committee of the Section 403(b) Defined Contribution · Virginia · Educational Services
$1.1B in assets, 5,192 participants
The Governing Committee of the Section 403(b) Defined Contribution's Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia reported $1.1B in total assets and 5,192 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- #3,666 in Educational Services (3,735 peers)
Coverage in Virginia
Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia covers 5,192 participants in Virginia, 6.6x the typical Virginia plan (state average ~782 per filing). Assets: $1.1B.
- #3,666
- in Educational Services (3,735 peers)
- +19.9%
- assets growth YoY
- 11×
- vs typical plan assets (national mean)
Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia's outsized position by total assets
Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,065,508,171 Top 1% higher than 99% 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
Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia lands in the large band (5,192 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia reported net income rose from -$151M in the plan year 2022 filing to $103M in the plan year 2023 filing.
- Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia end-of-year assets rose from $889M in the plan year 2022 filing to $1.1B in the plan year 2023 filing.
- Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia reported participants rose from 4,858 in the plan year 2022 filing to 5,192 in the plan year 2023 filing.
DOL schedule card
Filing strip 824833402 · The Governing Committee of the Section 403(b) Defined Contribution PY 2023 · Profit Sharing
Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia · $1.1B · 5,192 · 99th
- 5500 $1.1B
- ASSETS 5,192
- PCT 99th
- EIN Profit Sharing
- RANK near Major League Baseball Players Investment Plan
- PHOTO ind #3666
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 →
Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $889M |
|---|---|
| Net Assets (End of Year) | $1.1B |
| Net Income | $103M |
| Employer EIN | 824833402 |
| Plan Effective Date | 2018-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Governing Committee of the Section 403(b) Defined Contribution)
Sponsor-wide plan assets over time
All The Governing Committee of the Section 403(b) Defined Contribution plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.3B 44.40779632183153% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,858 | $889M |
| 2023 | 1 | 5,192 | $1.1B |
| 2024 | 1 | 5,562 | $1.3B |
Nearby Profit Sharing Plans in Virginia
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- 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
- Sentara Healthcare 401(a) Retirement Plan $122M · 13,430
Scale composition for Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia
Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia reports $1.1B in end-of-year assets across 5,192 participants (0.009% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $205,221 per participant (1.5x the national average assets-per-participant) . Net income for plan year 2023 was $103M.
This plan identity (EIN 824833402, plan #333) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $889M to $1.3B (+44.4%) while covered participants moved from 4,858 to 5,562 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 4,858 | $889M | Open filing |
| 2023 | 5,192 | $1.1B | This page |
| 2024 · index core | 5,562 | $1.3B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia (Profit Sharing, $1.3B, 5,562 participants)
Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia's out-of-state Profit Sharing peers by assets and headcount
Outside Virginia, the nearest Profit Sharing by assets is Major League Baseball Players Investment Plan in MD ($1.1B); by covered participants it is Bricklayers and Stone Masons of Illinois DC No.1, B.a.C. Annuity Fund in IL (5,176 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.1B here).
- Major League Baseball Players Investment Plan (MD) $1.1B · 4,293
- Disney Retirement Savings Plan (CA) $1.1B · 37,110
- Dartmouth-Hitchcock Retirement Plan (NH) $1.0B · 11,618
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan (PA) $1.1B · 3,905
Similar participant headcount
Nearest other-state filings by covered participants (5,192 participants); asset peers above are excluded.
- Bricklayers and Stone Masons of Illinois DC No.1, B.a.C. Annuity Fund (IL) 5,176 · 16 off
- Steamfitters Local 602 Retirement Savings Plan Savings Plan (MD) 5,155 · 37 off
- The Torrance Health Association Inc 401(a) Plan (CA) 5,063 · 129 off
- International Union of Painters and Allied Trades District Council No. 21 Annuity Fund (PA) 4,971 · 221 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.