Other · DOL Form 5500 · 2023

Mt Vernon Ladies' Association Retirement Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
517
Participants Below avg headcount
81st
Percentile by assets National rank
$64,133
Avg per participant Low balance/head
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Official DOL plan name: Mount Vernon Ladies' Association of the Union 403(b) Plan · Sponsored by Mt Vernon Ladies' Association · Virginia · Arts, Entertainment & Recreation

$33M in assets, 517 participants

Mt Vernon Ladies' Association's Mount Vernon Ladies' Association of the Union 403(b) Plan reported $33M in total assets and 517 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #2,602 in Arts, Entertainment & Recreation (2,945 peers)

Where Mount Vernon Ladies' Association of the Union 403(b) Plan sits by assets

Mount Vernon Ladies' Association of the Union 403(b) Plan sits in the top quartile of all filed plans by assets, $33M for 517 participants (~$64,133/participant), up 18.4% in 2023.

#2,602
in Arts, Entertainment & Recreation (2,945 peers)
+18.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Mount Vernon Ladies' Association of the Union 403(b) Plan's outsized position by total assets

Mount Vernon Ladies' Association of the Union 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$33,156,553 Top 19% higher than 81% of 127,068 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 2023

Mount Vernon Ladies' Association of the Union 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. Mount Vernon Ladies' Association of the Union 403(b) Plan sits mid-pack in the medium band (517 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mount Vernon Ladies' Association of the Union 403(b) Plan reported net income rose from -$3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Mount Vernon Ladies' Association of the Union 403(b) Plan end-of-year assets rose from $28M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • Mount Vernon Ladies' Association of the Union 403(b) Plan reported participants rose from 477 in the plan year 2022 filing to 517 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 540564701 · Mt Vernon Ladies' Association PY 2023 · Other

Mount Vernon Ladies' Association of the Union 403(b) Plan · $33M · 517 · 81st

  • EOY $33M
  • 5500 517
  • ASSETS 81st
  • PCT Other
  • EIN near Boston Higashi School Retirement Savings Plan
  • RANK ind #2602

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 Arts, Entertainment & Recreation retirement plans → · Plans in Virginia →

Mount Vernon Ladies' Association of the Union 403(b) Plan in the asset neighbourhood

Rippowam Cisqua School 403(b) PlanRippowam Cisqua School 403(b…$33MThe Richland Hospital, Inc. Tax Deferred Annuity PlanThe Richland Hospital, Inc. …$33MMount Vernon Ladies' Association of the Union 403(b) PlanMount Vernon Ladies' Associa…$33MBoston Higashi School Retirement Savings PlanBoston Higashi School Retire…$33MUniversity of Hawaii Foundation 403(b) PlanUniversity of Hawaii Foundat…$33M
End-of-year total assets ($M) among Mount Vernon Ladies' Association of the Union 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$33M
Net Income$5M
Employer EIN540564701
Plan Effective Date2007-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mt Vernon Ladies' Association)

Sponsor-wide plan assets over time

All Mt Vernon Ladies' Association plans reported in each filing year

Latest sponsor-wide plan assets
$37M 33.555008527498565% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $28M $37.4M ▲ +33.5%
Year Plans Participants Total Assets
2022 1 477 $28M
2023 1 517 $33M
2024 1 594 $37M

Nearby Other Plans in Virginia

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

Mount Vernon Ladies' Association of the Union 403(b) Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Mount Vernon Ladies' Association of the Union 403(b) Plan, Total assets ($B): 0.033156553 · Participants: 517Mount Vernon Ladies' Association of the Union 403(b) PlanSentara 403(b) Savings Plan, Total assets ($B): 3.287712192 · Participants: 25806Sentara 403(b) Savings PlanThe George Washington University Supplemental Retirement Plan, Total assets ($B): 1.530650403 · Participants: 8047The George Washington University Supplemental Retirement PlanInstitute for Defense Analyses Tax Deferred Annuity Plan, Total assets ($B): 0.801043955 · Participants: 1453Institute for Defense Analyses Tax Deferred Annuity PlanCarilion Clinic 403(b) Retirement Savings Plan, Total assets ($B): 0.722085709 · Participants: 12978Carilion Clinic 403(b) Retirement Savings PlanCentra Health Matching Tax Deferred Savings Plan, Total assets ($B): 0.669994115 · Participants: 7141Centra Health Matching Tax Deferred Savings Plan
Mount Vernon Ladies' Association of the Union 403(b) Plan vs. nearby Other plans in Virginia, assets vs. participants
Compare Mount Vernon Ladies' Association of the Union 403(b) Plan side-by-side with 3 peers →

Mount Vernon Ladies' Association of the Union 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is Boston Higashi School Retirement Savings Plan in MA ($33M); by covered participants it is Community Support Services, Inc. Defined Contribution Plan in MD (516 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (517 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mount Vernon Ladies' Association of the Union 403(b) Plan assets move in 2023? ▼
Mount Vernon Ladies' Association of the Union 403(b) Plan grew sharply - up 18.4% during 2023, from $28M to $33M. Reported net income was $5M.
How have Mt Vernon Ladies' Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mt Vernon Ladies' Association's sponsor-wide assets grew 33.6%, from $28M to $37M.
Where does Mount Vernon Ladies' Association of the Union 403(b) Plan rank by assets among Form 5500 filers? ▼
Mount Vernon Ladies' Association of the Union 403(b) Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Mount Vernon Ladies' Association of the Union 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Boston Higashi School Retirement Savings Plan in MA ($33M, 352 participants).
Which Other plans cover a similar participant headcount to Mount Vernon Ladies' Association of the Union 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Community Support Services, Inc. Defined Contribution Plan in MD (516 participants, $19M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 540564701.

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.