Other · DOL Form 5500 · 2023

Fort Norfolk Retirement Community, Inc. Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
238
Participants Below avg headcount
36th
Percentile by assets National rank
$13,065
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Harbor's Edge Retirement Plan · Sponsored by Fort Norfolk Retirement Community, Inc. · Virginia · Healthcare & Social Assistance

$3M in assets, 238 participants

Fort Norfolk Retirement Community, Inc.'s Harbor's Edge Retirement Plan reported $3M in total assets and 238 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,603 in Healthcare & Social Assistance (17,684 peers)

Coverage in Virginia

Harbor's Edge Retirement Plan covers 238 participants in Virginia, about 30% of the average Virginia filer (state average ~782 per filing). Assets: $3M.

#6,603
in Healthcare & Social Assistance (17,684 peers)
+15.2%
assets growth YoY

Harbor's Edge Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Harbor's Edge Retirement Plan vs every filed plan by assets

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

$3,109,478 36th percentile higher than 36% 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

Harbor's Edge Retirement 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. Harbor's Edge Retirement Plan sits mid-pack in the medium band (238 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Harbor's Edge Retirement Plan reported net income rose from -$514K in the plan year 2022 filing to $409K in the plan year 2023 filing.
  • Harbor's Edge Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 020601375 · Fort Norfolk Retirement Community, Inc. PY 2023 · Other

Harbor's Edge Retirement Plan · $3M · 238 · 36th

  • EOY $3M
  • 5500 238
  • ASSETS 36th
  • PCT Other
  • EIN near 403b Thrift Plan for Life'swork of Western PA
  • RANK ind #6603

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 Healthcare & Social Assistance retirement plans → · Plans in Virginia →

Harbor's Edge Retirement Plan in the asset neighbourhood

403(b) Thrift Plan for Children's Home of York403(b) Thrift Plan for Child…$3MHarbor's Edge Retirement Plan$3M403b Thrift Plan for Life'swork of Western PA403b Thrift Plan for Life'sw…$3MHubbard Hill Estates Inc. Retirement PlanHubbard Hill Estates Inc. Re…$3MGoodwill Industries of Sacramento Valley & Northern Nevada 403(b) Retirement PlanGoodwill Industries of Sacra…$3M
End-of-year total assets ($M) among Harbor's Edge Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$409K
Employer EIN020601375
Plan Effective Date2006-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fort Norfolk Retirement Community, Inc.)

Sponsor-wide plan assets over time

All Fort Norfolk Retirement Community, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 16.187321738686% vs 2022
2024 filing year
$2.6M$2.8M$3M$3.2M 202220232024 $2.7M $3.14M ▲ +16.3%
Year Plans Participants Total Assets
2022 1 239 $3M
2023 1 238 $3M
2024 1 247 $3M

Nearby Other Plans in Virginia

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

Harbor's Edge Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Harbor's Edge Retirement Plan, Total assets ($B): 0.003109478 · Participants: 238Harbor's Edge 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
Harbor's Edge Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants
Compare Harbor's Edge Retirement Plan side-by-side with 3 peers →

Harbor's Edge Retirement Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is 403b Thrift Plan for Life'swork of Western PA in PA ($3M); by covered participants it is Ridgeview Psychiatric Hospital and Center, Inc. 403(b) Plan in TN (238 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (238 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 Harbor's Edge Retirement Plan assets move in 2023? ▼
Harbor's Edge Retirement Plan grew sharply - up 15.2% during 2023, from $3M to $3M. Reported net income was $409K.
How have Fort Norfolk Retirement Community, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fort Norfolk Retirement Community, Inc.'s sponsor-wide assets grew 16.2%, from $3M to $3M.
Which Other plans are similar in size to Harbor's Edge Retirement Plan? ▼
Among Other plans in other states, the closest by assets is 403b Thrift Plan for Life'swork of Western PA in PA ($3M, 84 participants).
Which Other plans cover a similar participant headcount to Harbor's Edge Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Ridgeview Psychiatric Hospital and Center, Inc. 403(b) Plan in TN (238 participants, $8M 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 020601375.

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.