Other · DOL Form 5500 · 2023
Old Dominion University Research Foundation Retirement Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 1,075
- Participants Near avg headcount
- 78th
- Percentile by assets National rank
- $25,470
- Avg per participant Low balance/head
Official DOL plan name: Old Dominion University Research Foundation Tax-Sheltered Retirement Plan · Sponsored by Old Dominion University Research Foundation · Virginia · Other Services
$27M in assets, 1,075 participants
Old Dominion University Research Foundation's Old Dominion University Research Foundation Tax-Sheltered Retirement Plan reported $27M in total assets and 1,075 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.
- #6,976 in Other Services (7,857 peers)
Where Old Dominion University Research Foundation Tax-Sheltered Retirement Plan sits by assets
Old Dominion University Research Foundation Tax-Sheltered Retirement Plan sits in the top quartile of all filed plans by assets, $27M for 1,075 participants (~$25,470/participant), up 6.2% in 2023.
- #6,976
- in Other Services (7,857 peers)
- +6.2%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Old Dominion University Research Foundation Tax-Sheltered Retirement Plan's outsized position by total assets
Old Dominion University Research Foundation Tax-Sheltered Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$27,380,209 Top 22% higher than 78% 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
Old Dominion University Research Foundation Tax-Sheltered Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Old Dominion University Research Foundation Tax-Sheltered Retirement Plan lands in the large band (1,075 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Old Dominion University Research Foundation Tax-Sheltered Retirement Plan reported net income fell from $3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Old Dominion University Research Foundation Tax-Sheltered Retirement Plan reported participants rose from 915 in the plan year 2022 filing to 1,075 in the plan year 2023 filing.
- Old Dominion University Research Foundation Tax-Sheltered Retirement Plan end-of-year assets rose from $26M in the plan year 2022 filing to $27M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 546068198 · Old Dominion University Research Foundation PY 2023 · Other
Old Dominion University Research Foundation Tax-Sheltered Retirement Plan · $27M · 1,075 · 78th
- NET $27M
- BOOK 1,075
- VS-ST 78th
- BOY Other
- SCH near 401(k) Profit-Sharing Plan for Workforce Business Services, Inc.
- EBSA ind #6976
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 Other Services retirement plans → · Plans in Virginia →
Old Dominion University Research Foundation Tax-Sheltered Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $2M |
| Employer EIN | 546068198 |
| Plan Effective Date | 1989-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Old Dominion University Research Foundation)
Sponsor-wide plan assets over time
All Old Dominion University Research Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 7.820132372341325% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 915 | $26M |
| 2023 | 1 | 1,075 | $27M |
| 2024 | 1 | 1,140 | $28M |
Nearby Other Plans in Virginia
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
Old Dominion University Research Foundation Tax-Sheltered Retirement Plan's out-of-state Other peers by assets and headcount
Outside Virginia, the nearest Other by assets is 401(k) Profit-Sharing Plan for Workforce Business Services, Inc. in FL ($27M); by covered participants it is The Harker School 403(b) Tax-Deferred Annuity Plan in CA (1,077 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
- 401(k) Profit-Sharing Plan for Workforce Business Services, Inc. (FL) $27M · 1,037
- Brio Living Services 403(b) Plan (MI) $27M · 1,193
- William Penn University 403(b) DC Plan (IA) $27M · 155
- Planned Parenthood - Los Angeles 403(b) Plan (CA) $27M · 581
Similar participant headcount
Nearest other-state filings by covered participants (1,075 participants); asset peers above are excluded.
- The Harker School 403(b) Tax-Deferred Annuity Plan (CA) 1,077 · 2 off
- Access Community Health Network Retirement Savings Plan (IL) 1,073 · 2 off
- University of New England Defined Contribution Plan (ME) 1,077 · 2 off
- Neighborhood Healthcare 403(b) Retirement Plan (CA) 1,077 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.