Other · DOL Form 5500 · 2023

Norfolk Academy Retirement Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size
253
Participants Below avg headcount
87th
Percentile by assets National rank
$232,129
Avg per participant Above avg balance/head
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Official DOL plan name: Norfolk Academy Pre-Tax Savings and Retirement Plan · Sponsored by Norfolk Academy · Virginia · Educational Services

$59M in assets, 253 participants

Norfolk Academy's Norfolk Academy Pre-Tax Savings and Retirement Plan reported $59M in total assets and 253 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #2,869 in Educational Services (3,735 peers)

Coverage in Virginia

Norfolk Academy Pre-Tax Savings and Retirement Plan covers 253 participants in Virginia, about 32% of the average Virginia filer (state average ~782 per filing). Assets: $59M.

#2,869
in Educational Services (3,735 peers)
+13.4%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Norfolk Academy Pre-Tax Savings and Retirement Plan's outsized position by total assets

Norfolk Academy Pre-Tax Savings and Retirement Plan vs every filed plan by assets

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

$58,728,684 Top 13% higher than 87% 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

Norfolk Academy Pre-Tax Savings and 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. Norfolk Academy Pre-Tax Savings and Retirement Plan sits mid-pack in the medium band (253 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Norfolk Academy Pre-Tax Savings and Retirement Plan reported net income rose from $4M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Norfolk Academy Pre-Tax Savings and Retirement Plan end-of-year assets rose from $52M in the plan year 2022 filing to $59M in the plan year 2023 filing.
  • Norfolk Academy Pre-Tax Savings and Retirement Plan reported participants fell from 276 in the plan year 2022 filing to 253 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 540551901 · Norfolk Academy PY 2023 · Other

Norfolk Academy Pre-Tax Savings and Retirement Plan · $59M · 253 · 87th

  • TYPE $59M
  • NET 253
  • BOOK 87th
  • VS-ST Other
  • BOY near St. George's School Defined Contribution Retirement Plan
  • SCH ind #2869

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 →

Norfolk Academy Pre-Tax Savings and Retirement Plan in the asset neighbourhood

St. George's School Defined Contribution Retirement PlanSt. George's School Defined …$59MNorfolk Academy Pre-Tax Savings and Retirement PlanNorfolk Academy Pre-Tax Savi…$59MMarin Country Day School Defined Contribution 403(b) Retirement PlanMarin Country Day School Def…$59MOptical Society of America Defined Contribution Retirement PlanOptical Society of America D…$59MThe Rivers School Defined Contribution Retirement PlanThe Rivers School Defined Co…$59M
End-of-year total assets ($M) among Norfolk Academy Pre-Tax Savings and Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$59M
Net Income$7M
Employer EIN540551901
Plan Effective Date1982-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Norfolk Academy)

Sponsor-wide plan assets over time

All Norfolk Academy plans reported in each filing year

Latest sponsor-wide plan assets
$61M 17.91678837591888% vs 2022
2024 filing year
$50M$55M$60M$65M 202220232024 $51.8M $61.1M ▲ +17.9%
Year Plans Participants Total Assets
2022 1 276 $52M
2023 1 253 $59M
2024 1 248 $61M

Nearby Other Plans in Virginia

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

Norfolk Academy Pre-Tax Savings and Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Norfolk Academy Pre-Tax Savings and Retirement Plan, Total assets ($B): 0.058728684 · Participants: 253Norfolk Academy Pre-Tax Savings and 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
Norfolk Academy Pre-Tax Savings and Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants
Compare Norfolk Academy Pre-Tax Savings and Retirement Plan side-by-side with 3 peers →

Norfolk Academy Pre-Tax Savings and Retirement Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is St. George's School Defined Contribution Retirement Plan in RI ($59M); by covered participants it is Baker University Defined Contribution Retirement Plan in KS (253 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (253 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 Norfolk Academy Pre-Tax Savings and Retirement Plan assets move in 2023? ▼
Norfolk Academy Pre-Tax Savings and Retirement Plan grew at a solid clip - up 13.4% during 2023, from $52M to $59M. Reported net income was $7M.
How have Norfolk Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Norfolk Academy's sponsor-wide assets grew 17.9%, from $52M to $61M.
Where does Norfolk Academy Pre-Tax Savings and Retirement Plan rank by assets among Form 5500 filers? ▼
Norfolk Academy Pre-Tax Savings and Retirement Plan ranks in the 87th 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 Norfolk Academy Pre-Tax Savings and Retirement Plan? ▼
Among Other plans in other states, the closest by assets is St. George's School Defined Contribution Retirement Plan in RI ($59M, 188 participants).
Which Other plans cover a similar participant headcount to Norfolk Academy Pre-Tax Savings and Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Baker University Defined Contribution Retirement Plan in KS (253 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 540551901.

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.