Other · DOL Form 5500 · 2024

Virginia Union University Retirement Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
311
Participants Below avg headcount
74th
Percentile by assets National rank
$79,399
Avg per participant Below avg balance/head
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Official DOL plan name: Virginia Union University Defined Contribution Retirement Plan · Sponsored by Virginia Union University · Virginia · Educational Services

$25M in assets, 311 participants

Virginia Union University's Virginia Union University Defined Contribution Retirement Plan reported $25M in total assets and 311 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #2,103 in Educational Services (3,638 peers)

Coverage in Virginia

Virginia Union University Defined Contribution Retirement Plan covers 311 participants in Virginia, about 40% of the average Virginia filer (state average ~782 per filing). Assets: $25M.

#2,103
in Educational Services (3,638 peers)
+4.5%
assets growth YoY

Virginia Union University Defined Contribution Retirement Plan's outsized position by total assets

Virginia Union University Defined Contribution Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$24,693,182 Top 26% higher than 74% of 123,620 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 2024

Virginia Union University Defined Contribution Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Virginia Union University Defined Contribution Retirement Plan sits mid-pack in the medium band (311 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Virginia Union University Defined Contribution Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Virginia Union University Defined Contribution Retirement Plan end-of-year assets rose from $24M in the plan year 2023 filing to $25M in the plan year 2024 filing.
  • Virginia Union University Defined Contribution Retirement Plan reported participants rose from 301 in the plan year 2023 filing to 311 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 540524516 · Virginia Union University PY 2024 · Other

Virginia Union University Defined Contribution Retirement Plan · $25M · 311 · 74th

  • BOY $25M
  • BOY 311
  • BOY 74th
  • BOY Other
  • BOY near The Amfar 403(b) Retirement Plan
  • BOY ind #2103

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 Union University Defined Contribution Retirement Plan in the asset neighbourhood

Century Housing Corporation 403(b) Plan Tax Deferred Annuity PlanCentury Housing Corporation …$25MNew Hampshire Public Defender Office Retirement PlanNew Hampshire Public Defende…$25MTampa Preparatory School Tiaa-Cref Retirement PlanTampa Preparatory School Tia…$25MVirginia Union University Defined Contribution Retirement PlanVirginia Union University De…$25MThe Amfar 403(b) Retirement PlanThe Amfar 403(b) Retirement …$25M
End-of-year total assets ($M) among Virginia Union University Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Virginia filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$25M
Net Income$1M
Employer EIN540524516
Plan Effective Date1946-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Virginia Union University)

Sponsor-wide plan assets over time

All Virginia Union University plans reported in each filing year

Latest sponsor-wide plan assets
$25M 12.82790296223037% vs 2022
2024 filing year
$21M$22M$23M$24M$25M 202220232024 $21.9M $24.7M ▲ +12.8%
Year Plans Participants Total Assets
2022 1 443 $22M
2023 1 301 $24M
2024 1 311 $25M

Nearby Other Plans in Virginia

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

Virginia Union University Defined Contribution Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -20246 Total assets ($B) Participants Virginia Union University Defined Contribution Retirement Plan, Total assets ($B): 0.024693182 · Participants: 311Virginia Union University Defined Contribution Retirement PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 5.12389915 · Participants: 12379The Mitre Corporation Tax Sheltered Annuity PlanSentara 403(b) Savings Plan, Total assets ($B): 3.744462888 · Participants: 28192Sentara 403(b) Savings PlanThe George Washington University Supplemental Retirement Plan, Total assets ($B): 1.64916352 · Participants: 8262The George Washington University Supplemental Retirement PlanInstitute for Defense Analyses Tax Deferred Annuity Plan, Total assets ($B): 0.875147544 · Participants: 1541Institute for Defense Analyses Tax Deferred Annuity PlanCarilion Clinic 403(b) Retirement Savings Plan, Total assets ($B): 0.822189307 · Participants: 13296Carilion Clinic 403(b) Retirement Savings Plan
Virginia Union University Defined Contribution Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants
Compare Virginia Union University Defined Contribution Retirement Plan side-by-side with 3 peers →

Virginia Union University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is The Amfar 403(b) Retirement Plan in NY ($25M); by covered participants it is Sunset Community Health Center, Inc. 403(b) Plan in AZ (311 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (311 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Virginia Union University Defined Contribution Retirement Plan assets move in 2024? ▼
Virginia Union University Defined Contribution Retirement Plan edged up modestly - up 4.5% during 2024, from $24M to $25M. Reported net income was $1M.
How have Virginia Union University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Virginia Union University's sponsor-wide assets grew 12.8%, from $22M to $25M.
Which Other plans are similar in size to Virginia Union University Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is The Amfar 403(b) Retirement Plan in NY ($25M, 61 participants).
Which Other plans cover a similar participant headcount to Virginia Union University Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Sunset Community Health Center, Inc. 403(b) Plan in AZ (311 participants, $21M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 540524516.

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.