Other · DOL Form 5500 · 2023
Veterans Medical Research Foundation Retirement Plan
Data updated 2026-08-25
- $40M
- Total assets Below avg plan size
- 104
- Participants Small participant base
- 83rd
- Percentile by assets National rank
- $385,581
- Avg per participant High balance/head
Official DOL plan name: Veterans Medical Research Foundation Retirement Plan · Sponsored by Veterans Medical Research Foundation · California · Professional & Technical Services
$40M in assets, 104 participants
Veterans Medical Research Foundation's Veterans Medical Research Foundation Retirement Plan reported $40M in total assets and 104 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.
- #17,029 in Professional & Technical Services (20,321 peers)
Coverage in California
Veterans Medical Research Foundation Retirement Plan covers 104 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $40M.
- #17,029
- in Professional & Technical Services (20,321 peers)
- +12.2%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Veterans Medical Research Foundation Retirement Plan's outsized position by total assets
Veterans Medical Research Foundation Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$40,100,374 Top 17% higher than 83% 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
Veterans Medical Research Foundation 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. Veterans Medical Research Foundation Retirement Plan sits mid-pack in the medium band (104 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Veterans Medical Research Foundation Retirement Plan reported net income rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Veterans Medical Research Foundation Retirement Plan end-of-year assets rose from $36M in the plan year 2022 filing to $40M in the plan year 2023 filing.
- Veterans Medical Research Foundation Retirement Plan reported participants rose from 102 in the plan year 2022 filing to 104 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 330189397 · Veterans Medical Research Foundation PY 2023 · Other
Veterans Medical Research Foundation Retirement Plan · $40M · 104 · 83rd
- EIN $40M
- RANK 104
- PHOTO 83rd
- IND Other
- EOY near Mt. Washington Pediatric Hospital 403(b) Plan
- 5500 ind #17029
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 Professional & Technical Services retirement plans → · Plans in California →
Veterans Medical Research Foundation Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $36M |
|---|---|
| Net Assets (End of Year) | $40M |
| Net Income | $4M |
| Employer EIN | 330189397 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Veterans Medical Research Foundation)
Sponsor-wide plan assets over time
All Veterans Medical Research Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 3.2611816777884184% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 102 | $36M |
| 2023 | 1 | 104 | $40M |
| 2024 | 1 | 101 | $37M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Caltech Base Retirement Plan $4.8B · 10,682
- University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764
Veterans Medical Research Foundation Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Mt. Washington Pediatric Hospital 403(b) Plan in MD ($40M); by covered participants it is Buffalo Bill Historical Center Tda in WY (104 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($40M here).
- Mt. Washington Pediatric Hospital 403(b) Plan (MD) $40M · 535
- Carnegie Endowment for International Peace Defined Contribution Retirement Plan (DC) $40M · 149
- Immaculata University Defined Contribution Retirement Plan (PA) $40M · 357
- Central Methodist University DC Retirement Plan and Tax Deferred Annuity Plan (MO) $40M · 305
Similar participant headcount
Nearest other-state filings by covered participants (104 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.