Profit Sharing · DOL Form 5500 · 2023

Martha Jefferson House Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
61
Participants Small participant base
31st
Percentile by assets National rank
$35,173
Avg per participant Low balance/head
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Official DOL plan name: Retirement Income Plan for Employees of Martha Jefferson House · Sponsored by Martha Jefferson House · Virginia · Healthcare & Social Assistance

$2M in assets, 61 participants

Martha Jefferson House's Retirement Income Plan for Employees of Martha Jefferson House reported $2M in total assets and 61 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,345 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Retirement Income Plan for Employees of Martha Jefferson House holds $2M for 61 participants - about $35,173 per participant, in the lower half of filed plans by assets.

#5,345
in Healthcare & Social Assistance (17,684 peers)
-0.9%
assets change YoY

The plan reported a net loss of $19K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Income Plan for Employees of Martha Jefferson House among the smaller filed plans by assets

Retirement Income Plan for Employees of Martha Jefferson House vs every filed plan by assets

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

$2,145,565 31st percentile higher than 31% 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

Retirement Income Plan for Employees of Martha Jefferson House among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Income Plan for Employees of Martha Jefferson House is a small filing (61 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Income Plan for Employees of Martha Jefferson House reported net income fell from $135K in the plan year 2022 filing to -$19K in the plan year 2023 filing.
  • Retirement Income Plan for Employees of Martha Jefferson House reported participants fell from 74 in the plan year 2022 filing to 61 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 541401371 · Martha Jefferson House PY 2023 · Profit Sharing

Retirement Income Plan for Employees of Martha Jefferson House · $2M · 61 · 31st

  • VS-ST $2M
  • BOY 61
  • SCH 31st
  • EBSA Profit Sharing
  • PART near Oro Financial Retirement Plan
  • TYPE ind #5345

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 Healthcare & Social Assistance retirement plans → · Plans in Virginia →

Retirement Income Plan for Employees of Martha Jefferson House in the asset neighbourhood

Retirement Income Plan for Employees of Martha Jefferson HouseRetirement Income Plan for E…$2MOro Financial Retirement Plan$2MCattaraugus Community Action , Inc. 403(b) PlanCattaraugus Community Action…$2MMonarch Realty & Management, Inc. Profit Sharing Plan and TrustMonarch Realty & Management,…$2MJorge M. Suro Ballester Retirement PlanJorge M. Suro Ballester Reti…$2M
End-of-year total assets ($M) among Retirement Income Plan for Employees of Martha Jefferson House and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$19K
Employer EIN541401371
Plan Effective Date1983-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Martha Jefferson House)

Sponsor-wide plan assets over time

All Martha Jefferson House plans reported in each filing year

Latest sponsor-wide plan assets
$2M 0.8834525421434672% vs 2022
2023 filing year
$2.15M$2.15M$2.15M$2.16M$2.17M 20222023 $2.16M $2.15M ▼ -0.5%
Year Plans Participants Total Assets
2022 1 74 $2M
2023 1 61 $2M

Nearby Profit Sharing Plans in Virginia

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

Retirement Income Plan for Employees of Martha Jefferson House vs. nearby Profit Sharing plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -0.500.511.5 Total assets ($B) Participants Retirement Income Plan for Employees of Martha Jefferson House, Total assets ($B): 0.002145565 · Participants: 61Retirement Income Plan for Employees of Martha Jefferson HouseSection 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia, Total assets ($B): 1.065508171 · Participants: 5192Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in VirginiaCarpenter Co. Profit-Sharing Plan, Total assets ($B): 0.299252968 · Participants: 2085Carpenter Co. Profit-Sharing PlanAmerican Institutes for Research Tax Deferred Annuity Plan, Total assets ($B): 0.277296224 · Participants: 1521American Institutes for Research Tax Deferred Annuity PlanAnalytic Services Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.205110846 · Participants: 584Analytic Services Inc. Defined Contribution Retirement PlanAssociated Universities Inc. Retirement Plan, Total assets ($B): 0.193232355 · Participants: 541Associated Universities Inc. Retirement Plan
Retirement Income Plan for Employees of Martha Jefferson House vs. nearby Profit Sharing plans in Virginia, assets vs. participants
Compare Retirement Income Plan for Employees of Martha Jefferson House side-by-side with 3 peers →

Retirement Income Plan for Employees of Martha Jefferson House's out-of-state Profit Sharing peers by assets and headcount

Outside Virginia, the nearest Profit Sharing by assets is Oro Financial Retirement Plan in CA ($2M); by covered participants it is Employer Advantage Profit Sharing and Ownership Plan in MO (61 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (61 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 Retirement Income Plan for Employees of Martha Jefferson House assets move in 2023? ▼
Retirement Income Plan for Employees of Martha Jefferson House held essentially flat - down 0.9% during 2023, from $2M to $2M. Reported net income was -$19K.
How have Martha Jefferson House plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Martha Jefferson House's sponsor-wide assets declined 0.9%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Retirement Income Plan for Employees of Martha Jefferson House? ▼
Among Profit Sharing plans in other states, the closest by assets is Oro Financial Retirement Plan in CA ($2M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Retirement Income Plan for Employees of Martha Jefferson House? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Employer Advantage Profit Sharing and Ownership Plan in MO (61 participants, N/A 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 541401371.

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.