Other · DOL Form 5500 · 2023

Mt Vernon Ladies' Association Retirement Plan

Data updated 2026-08-11

$33M
Total assets
517
Participants
81st
Percentile by assets
$64,133
Avg per participant
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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.

  • 81st percentile by assets (of 127,072 plans)
  • #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.

$33M
total plan assets (2023 EOY)
517
covered participants
81st
percentile by assets (of 127,072 plans)
$64,133
avg assets per participant

Where Mount Vernon Ladies' Association of the Union 403(b) Plan sits 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 $2,010,000,000 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

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 →

State
Virginia
Industry
Arts, Entertainment & Recreation

Mount Vernon Ladies' Association of the Union 403(b) Plan vs the 2023 asset distribution

By assets, Mount Vernon Ladies' Association of the Union 403(b) Plan outranks 81% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

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)

$25M$30M$35M$40M 202220232024 $28M $37.4M ▲ +33.5%
Total plan assets by year, all Mt Vernon Ladies' Association plans on file
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 ($B) Participants Mount Vernon Ladies'…, Total assets ($B): 0.033156553 · Participants: 517Mount Vernon Ladies'…Sentara 403(b) Savin…, Total assets ($B): 3.287712192 · Participants: 25806Sentara 403(b) Savin…The George Washingto…, Total assets ($B): 1.530650403 · Participants: 8047The George Washingto…Institute for Defens…, Total assets ($B): 0.801043955 · Participants: 1453Institute for Defens…Carilion Clinic 403(…, Total assets ($B): 0.722085709 · Participants: 12978Carilion Clinic 403(…Centra Health Matchi…, Total assets ($B): 0.669994115 · Participants: 7141Centra Health Matchi…
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 … side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Mount Vernon Ladies' Association of the Union 403(b) Plan by total assets, not by location.

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).

Next read for Mount Vernon Ladies' Association of the …

Scale reading

Ways to act on Mount Vernon Ladies' Association of the Union 403(b) Plan's numbers.

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.