Other · DOL Form 5500 · 2023
Virginia Tech Foundation, Inc. Retirement Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 66
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $344,751
- Avg per participant High balance/head
Official DOL plan name: Virginia Tech Foundation 403(b) Plan · Sponsored by Virginia Tech Foundation, Inc. · Virginia · Educational Services
$23M in assets, 66 participants
Virginia Tech Foundation, Inc.'s Virginia Tech Foundation 403(b) Plan reported $23M in total assets and 66 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.
- #2,189 in Educational Services (3,735 peers)
Where Virginia Tech Foundation 403(b) Plan sits by assets
Virginia Tech Foundation 403(b) Plan sits in the top quartile of all filed plans by assets, $23M for 66 participants (~$344,751/participant), up 7.8% in 2023.
- #2,189
- in Educational Services (3,735 peers)
- +7.8%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Virginia Tech Foundation 403(b) Plan's outsized position by total assets
Virginia Tech Foundation 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$22,753,553 Top 25% higher than 75% 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 Tech Foundation 403(b) Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Virginia Tech Foundation 403(b) Plan is a small filing (66 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 540721690 · Virginia Tech Foundation, Inc. PY 2023 · Other
Virginia Tech Foundation 403(b) Plan · $23M · 66 · 75th
- PCT $23M
- EIN 66
- RANK 75th
- PHOTO Other
- IND near The Ivymount School and Programs 403(b) Plan
- EOY ind #2189
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 →
Virginia Tech Foundation 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $2M |
| Employer EIN | 540721690 |
| Plan Effective Date | 1989-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Virginia Tech Foundation, Inc.)
Sponsor-wide plan assets over time
All Virginia Tech Foundation, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 0.9204188901838759% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 66 | $23M |
| 2024 | 1 | 79 | $23M |
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
Virginia Tech Foundation 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Virginia, the nearest Other by assets is The Ivymount School and Programs 403(b) Plan in MD ($23M); by covered participants it is Pace Solano Voluntary Retirement Annuity Plan a 403(b) Plan in CA (66 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
Similar participant headcount
Nearest other-state filings by covered participants (66 participants); asset peers above are excluded.
- Pace Solano Voluntary Retirement Annuity Plan a 403(b) Plan (CA) 66 · 0 off
- Montana State University Foundation 403(b) DC Plan (MT) 66 · 0 off
- The American Law Institute Defined Contribution Retirement Plan (PA) 66 · 0 off
- Center for Comprehensive Health Practice Defined Contribution Retirement Plan (NY) 66 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.