Other · DOL Form 5500 · 2023

Virginia Union University Retirement Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets: 301
Participants Below avg headcount: 76th
Percentile by assets National rank: $78,476
Avg per participant Below avg balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Virginia Union University Defined Contribution Retirement Plan · Sponsored by Virginia Union University · Virginia · Educational Services

$24M in assets, 301 participants

Virginia Union University's Virginia Union University Defined Contribution Retirement Plan reported $24M in total assets and 301 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

#2,223 in Educational Services (3,735 peers)

Coverage in Virginia

Virginia Union University Defined Contribution Retirement Plan covers 301 participants in Virginia, about 38% of the average Virginia filer (state average ~782 per filing). Assets: $24M.

#2,223
in Educational Services (3,735 peers): +7.9%
assets growth YoY: 0.2×
vs typical plan assets (national mean)

Virginia Union University Defined Contribution Retirement Plan's outsized position by total assets

Virginia Union University Defined Contribution Retirement Plan vs every filed plan by assets

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

$23,621,171 Top 24% higher than 76% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Virginia Union University Defined Contribution 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. Virginia Union University Defined Contribution Retirement Plan sits mid-pack in the medium band (301 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Virginia Union University Defined Contribution Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Virginia Union University Defined Contribution Retirement Plan reported participants fell from 443 in the plan year 2022 filing to 301 in the plan year 2023 filing.
Virginia Union University Defined Contribution Retirement Plan end-of-year assets rose from $22M in the plan year 2022 filing to $24M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 540524516 · Virginia Union University PY 2023 · Other

Virginia Union University Defined Contribution Retirement Plan · $24M · 301 · 76th

NET $24M
NET 301
NET 76th
NET Other
NET near Salem Academy and College Faculty Defined Contribution Retirement Plan
NET ind #2223

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 →

End-of-year total assets ($M) among Virginia Union University Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)	$22M
Net Assets (End of Year)	$24M
Net Income	$2M
Employer EIN	540524516
Plan Effective Date	1946-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Virginia Union University)

Latest sponsor-wide plan assets: $25M 12.82790296223037% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	443	$22M
2023	1	301	$24M
2024	1	311	$25M

Nearby Other Plans in Virginia

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

Virginia Union University Defined Contribution Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants

Sentara 403(b) Savings Plan $3.3B · 25,806
The George Washington University Supplemental Retirement Plan $1.5B · 8,047
Institute for Defense Analyses Tax Deferred Annuity Plan $801M · 1,453
Carilion Clinic 403(b) Retirement Savings Plan $722M · 12,978
Centra Health Matching Tax Deferred Savings Plan $670M · 7,141

Compare Virginia Union University Defined Contribution Retirement Plan side-by-side with 3 peers →

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

Outside Virginia, the nearest Other by assets is Salem Academy and College Faculty Defined Contribution Retirement Plan in NC ($24M); by covered participants it is Zoo Atlanta Retirement Savings Plan in GA (301 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Salem Academy and College Faculty Defined Contribution Retirement Plan (NC) $24M · 83
The Seeing Eye, Inc. Matched Savings Plan (NJ) $24M · 170
Retirement Plan for Chowan University (NC) $24M · 163
The Stony Brook School Defined Contribution Plan (NY) $24M · 162

Similar participant headcount

Nearest other-state filings by covered participants (301 participants); asset peers above are excluded.

Zoo Atlanta Retirement Savings Plan (GA) 301 · 0 off
California Science Center Foundation Defined Contribution Retirement Plan (CA) 301 · 0 off
Vista Maria 403(b) Retirement Plan (MI) 301 · 0 off
California Science Center Foundation 403(b) Tda Plan (CA) 301 · 0 off

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 Union University Defined Contribution Retirement Plan assets move in 2023? ▼

Virginia Union University Defined Contribution Retirement Plan grew at a solid clip - up 7.9% during 2023, from $22M to $24M. Reported net income was $2M.

How have Virginia Union University plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Virginia Union University's sponsor-wide assets grew 12.8%, from $22M to $25M.

Where does Virginia Union University Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼

Virginia Union University Defined Contribution Retirement Plan ranks in the 76th 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 Virginia Union University Defined Contribution Retirement Plan? ▼

Among Other plans in other states, the closest by assets is Salem Academy and College Faculty Defined Contribution Retirement Plan in NC ($24M, 83 participants).

Which Other plans cover a similar participant headcount to Virginia Union University Defined Contribution Retirement Plan? ▼

Among Other plans in other states, the closest by covered participants is Zoo Atlanta Retirement Savings Plan in GA (301 participants, $10M 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 540524516.