401(k) · DOL Form 5500 · 2023

J127 Education Foundation 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
249
Participants Below avg headcount
46th
Percentile by assets National rank
$22,491
Avg per participant Low balance/head
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Official DOL plan name: J127 Education Foundation 403(b) Thrift Plan · Sponsored by J127 Education Foundation · Virginia · Educational Services

$6M in assets, 249 participants

J127 Education Foundation's J127 Education Foundation 403(b) Thrift Plan reported $6M in total assets and 249 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #1,167 in Educational Services (3,735 peers)

Coverage in Virginia

J127 Education Foundation 403(b) Thrift Plan covers 249 participants in Virginia, about 32% of the average Virginia filer (state average ~782 per filing). Assets: $6M.

#1,167
in Educational Services (3,735 peers)
+24.2%
assets growth YoY

J127 Education Foundation 403(b) Thrift Plan's mid-pack asset rank among Educational Services and all filers

J127 Education Foundation 403(b) Thrift Plan vs every filed plan by assets

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

$5,600,360 46th percentile higher than 46% 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

J127 Education Foundation 403(b) Thrift 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. J127 Education Foundation 403(b) Thrift Plan sits mid-pack in the medium band (249 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • J127 Education Foundation 403(b) Thrift Plan reported net income rose from -$430K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • J127 Education Foundation 403(b) Thrift Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • J127 Education Foundation 403(b) Thrift Plan reported participants rose from 235 in the plan year 2022 filing to 249 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 541371815 · J127 Education Foundation PY 2023 · 401(k)

J127 Education Foundation 403(b) Thrift Plan · $6M · 249 · 46th

  • SCH $6M
  • SCH 249
  • SCH 46th
  • SCH 401(k)
  • SCH near Retirement Savings Plan for Employees of Janus Youth Programs, Inc.
  • SCH ind #1167

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 →

J127 Education Foundation 403(b) Thrift Plan in the asset neighbourhood

J127 Education Foundation 403(b) Thrift PlanJ127 Education Foundation 40…$6MRetirement Savings Plan for Employees of Janus Youth Programs, Inc.Retirement Savings Plan for …$6MMeridian Brands LLC 401(k) Employees Savings PlanMeridian Brands LLC 401(k) E…$6MSigilon, Inc. 401(k) Plan$6MMortgage Financial Services 401(k) PlanMortgage Financial Services …$6M
End-of-year total assets ($M) among J127 Education Foundation 403(b) Thrift Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN541371815
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J127 Education Foundation)

Sponsor-wide plan assets over time

All J127 Education Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$6M 44.01557763360616% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.51M $6.49M ▲ +43.9%
Year Plans Participants Total Assets
2022 1 235 $5M
2023 1 249 $6M
2024 1 245 $6M

Nearby 401(k) Plans in Virginia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

J127 Education Foundation 403(b) Thrift Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants J127 Education Foundation 403(b) Thrift Plan, Total assets ($B): 0.00560036 · Participants: 249J127 Education Foundation 403(b) Thrift PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
J127 Education Foundation 403(b) Thrift Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare J127 Education Foundation 403(b) Thrift Plan side-by-side with 3 peers →

J127 Education Foundation 403(b) Thrift Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Retirement Savings Plan for Employees of Janus Youth Programs, Inc. in OR ($6M); by covered participants it is Millennium Rehab & Consulting Group, Inc. 401(k) Plan in IA (249 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (249 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 J127 Education Foundation 403(b) Thrift Plan assets move in 2023? ▼
J127 Education Foundation 403(b) Thrift Plan grew sharply - up 24.2% during 2023, from $5M to $6M. Reported net income was $1M.
How have J127 Education Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J127 Education Foundation's sponsor-wide assets grew 44.0%, from $5M to $6M.
Which 401(k) plans are similar in size to J127 Education Foundation 403(b) Thrift Plan? ▼
Among 401(k) plans in other states, the closest by assets is Retirement Savings Plan for Employees of Janus Youth Programs, Inc. in OR ($6M, 186 participants).
Which 401(k) plans cover a similar participant headcount to J127 Education Foundation 403(b) Thrift Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Millennium Rehab & Consulting Group, Inc. 401(k) Plan in IA (249 participants, N/A 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 541371815.

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.