Other · DOL Form 5500 · 2023

Virginia Episcopal School Retirement Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
77
Participants Small participant base
67th
Percentile by assets National rank
$190,290
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Virginia Episcopal School Defined Contribution Retirement Plan · Sponsored by Virginia Episcopal School · Virginia · Educational Services

$15M in assets, 77 participants

Virginia Episcopal School's Virginia Episcopal School Defined Contribution Retirement Plan reported $15M in total assets and 77 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #1,834 in Educational Services (3,735 peers)

Virginia Episcopal School multi-year trail

Virginia Episcopal School's plans moved +39.9% in assets from 2022 to 2024; this filing shows Virginia Episcopal School Defined Contribution Retirement Plan at $15M / 77 participants.

#1,834
in Educational Services (3,735 peers)
+21.4%
assets growth YoY

Virginia Episcopal School Defined Contribution Retirement Plan's outsized position by total assets

Virginia Episcopal School Defined Contribution Retirement Plan vs every filed plan by assets

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

$14,652,337 Top 33% higher than 67% 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

Virginia Episcopal School Defined Contribution Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Virginia Episcopal School Defined Contribution Retirement Plan is a small filing (77 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Virginia Episcopal School Defined Contribution Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Virginia Episcopal School Defined Contribution Retirement Plan end-of-year assets rose from $12M in the plan year 2022 filing to $15M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 540506431 · Virginia Episcopal School PY 2023 · Other

Virginia Episcopal School Defined Contribution Retirement Plan · $15M · 77 · 67th

  • BOOK $15M
  • VS-ST 77
  • BOY 67th
  • SCH Other
  • EBSA near Horizon House 403(b) Plan
  • PART ind #1834

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 →

Virginia Episcopal School Defined Contribution Retirement Plan in the asset neighbourhood

Jva, Inc. Employees' Stock Bonus Plan and TrustJva, Inc. Employees' Stock B…$15MLutheran Homes of Oconomowoc Retirement PlanLutheran Homes of Oconomowoc…$15MHarding Academy Tax Deferred Annuity PlanHarding Academy Tax Deferred…$15MVirginia Episcopal School Defined Contribution Retirement PlanVirginia Episcopal School De…$15MHorizon House 403(b) Plan$15M
End-of-year total assets ($M) among Virginia Episcopal School Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Virginia Episcopal School multi-year asset trail

Sponsor-wide plan assets over time

All Virginia Episcopal School plans reported in each filing year

Latest sponsor-wide plan assets
$17M 39.86515990153533% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $12.1M $16.9M ▲ +39.9%
Year Plans Participants Total Assets
2022 1 77 $12M
2023 1 77 $15M
2024 1 85 $17M

Virginia Episcopal School filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN540506431
Plan Effective Date1963-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Virginia

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

Virginia Episcopal School Defined Contribution Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Virginia Episcopal School Defined Contribution Retirement Plan, Total assets ($B): 0.014652337 · Participants: 77Virginia Episcopal School Defined Contribution Retirement 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
Virginia Episcopal School Defined Contribution Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants
Compare Virginia Episcopal School Defined Contribution Retirement Plan side-by-side with 3 peers →

Virginia Episcopal School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is Horizon House 403(b) Plan in WA ($15M); by covered participants it is Tax Deferred Annuity Plan for Employees of Chugachmiut in AK (77 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (77 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 Virginia Episcopal School Defined Contribution Retirement Plan assets move in 2023? ▼
Virginia Episcopal School Defined Contribution Retirement Plan grew sharply - up 21.4% during 2023, from $12M to $15M. Reported net income was $3M.
How have Virginia Episcopal School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Virginia Episcopal School's sponsor-wide assets grew 39.9%, from $12M to $17M.
Which Other plans are similar in size to Virginia Episcopal School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Horizon House 403(b) Plan in WA ($15M, 187 participants).
Which Other plans cover a similar participant headcount to Virginia Episcopal School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Tax Deferred Annuity Plan for Employees of Chugachmiut in AK (77 participants, $5M 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 540506431.

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.