401(k) · DOL Form 5500 · 2023

Thomas Jefferson Foundation, Inc 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
326
Participants Below avg headcount
77th
Percentile by assets National rank
$77,821
Avg per participant Below avg balance/head
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Official DOL plan name: Thomas Jefferson Foundation, Inc 401(k) Plan · Sponsored by Thomas Jefferson Foundation, Inc · Virginia · Arts, Entertainment & Recreation

$25M in assets, 326 participants

Thomas Jefferson Foundation, Inc's Thomas Jefferson Foundation, Inc 401(k) Plan reported $25M in total assets and 326 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #2,528 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in Virginia

Thomas Jefferson Foundation, Inc 401(k) Plan covers 326 participants in Virginia, about 42% of the average Virginia filer (state average ~782 per filing). Assets: $25M.

#2,528
in Arts, Entertainment & Recreation (2,945 peers)
+9.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Thomas Jefferson Foundation, Inc 401(k) Plan's outsized position by total assets

Thomas Jefferson Foundation, Inc 401(k) Plan vs every filed plan by assets

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

$25,369,709 Top 23% higher than 77% 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

Thomas Jefferson Foundation, Inc 401(k) 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. Thomas Jefferson Foundation, Inc 401(k) Plan sits mid-pack in the medium band (326 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Thomas Jefferson Foundation, Inc 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Thomas Jefferson Foundation, Inc 401(k) Plan reported participants rose from 251 in the plan year 2022 filing to 326 in the plan year 2023 filing.
  • Thomas Jefferson Foundation, Inc 401(k) Plan end-of-year assets rose from $23M in the plan year 2022 filing to $25M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 540505959 · Thomas Jefferson Foundation, Inc PY 2023 · 401(k)

Thomas Jefferson Foundation, Inc 401(k) Plan · $25M · 326 · 77th

  • TYPE $25M
  • TYPE 326
  • TYPE 77th
  • TYPE 401(k)
  • TYPE near Biorigin Specialty Products Union 401(k) Plan
  • TYPE ind #2528

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 →

Thomas Jefferson Foundation, Inc 401(k) Plan in the asset neighbourhood

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End-of-year total assets ($M) among Thomas Jefferson Foundation, Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$25M
Net Income$2M
Employer EIN540505959
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Thomas Jefferson Foundation, Inc)

Sponsor-wide plan assets over time

All Thomas Jefferson Foundation, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$29M 25.955725341062298% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $23.2M $29.2M ▲ +26.0%
Year Plans Participants Total Assets
2022 1 251 $23M
2023 1 326 $25M
2024 1 354 $29M

Nearby 401(k) Plans in Virginia

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

Thomas Jefferson Foundation, Inc 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Thomas Jefferson Foundation, Inc 401(k) Plan, Total assets ($B): 0.025369709 · Participants: 326Thomas Jefferson Foundation, Inc 401(k) 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
Thomas Jefferson Foundation, Inc 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Thomas Jefferson Foundation, Inc 401(k) Plan side-by-side with 3 peers →

Thomas Jefferson Foundation, Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Biorigin Specialty Products Union 401(k) Plan in GA ($25M); by covered participants it is Verinext Corp. 401(k) Retirement Plan in PA (326 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (326 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 Thomas Jefferson Foundation, Inc 401(k) Plan assets move in 2023? ▼
Thomas Jefferson Foundation, Inc 401(k) Plan grew at a solid clip - up 9.5% during 2023, from $23M to $25M. Reported net income was $2M.
How have Thomas Jefferson Foundation, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Thomas Jefferson Foundation, Inc's sponsor-wide assets grew 26.0%, from $23M to $29M.
Where does Thomas Jefferson Foundation, Inc 401(k) Plan rank by assets among Form 5500 filers? ▼
Thomas Jefferson Foundation, Inc 401(k) Plan ranks in the 77th 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 401(k) plans are similar in size to Thomas Jefferson Foundation, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Biorigin Specialty Products Union 401(k) Plan in GA ($25M, 234 participants).
Which 401(k) plans cover a similar participant headcount to Thomas Jefferson Foundation, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Verinext Corp. 401(k) Retirement Plan in PA (326 participants, $33M 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 540505959.

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.