Profit Sharing · DOL Form 5500 · 2024

The Governing Committee of the Section 403(b) Defined Contribution Profit Sharing Plan

Data updated 2026-08-25

$1.3B
Total assets Very large vs avg
5,562
Participants Above avg headcount
99th
Percentile by assets National rank
$230,810
Avg per participant Above avg balance/head
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Official DOL plan name: Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia · Sponsored by The Governing Committee of the Section 403(b) Defined Contribution · Virginia · Educational Services

$1.3B in assets, 5,562 participants

The Governing Committee of the Section 403(b) Defined Contribution's Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia reported $1.3B in total assets and 5,562 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.

  • #3,577 in Educational Services (3,638 peers)

Coverage in Virginia

Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia covers 5,562 participants in Virginia, 7.1x the typical Virginia plan (state average ~782 per filing). Assets: $1.3B.

#3,577
in Educational Services (3,638 peers)
+20.5%
assets growth YoY
13×
vs typical plan assets (national mean)

Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia's outsized position by total assets

Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia vs every filed plan by assets

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

$1,283,763,729 Top 1% higher than 99% 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

Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia lands in the large band (5,562 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia reported net income fell from $103M in the plan year 2023 filing to $60M in the plan year 2024 filing.
  • Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia end-of-year assets rose from $1.1B in the plan year 2023 filing to $1.3B in the plan year 2024 filing.
  • Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia reported participants rose from 5,192 in the plan year 2023 filing to 5,562 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 824833402 · The Governing Committee of the Section 403(b) Defined Contribution PY 2024 · Profit Sharing

Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia · $1.3B · 5,562 · 99th

  • VS-ST $1.3B
  • VS-ST 5,562
  • VS-ST 99th
  • VS-ST Profit Sharing
  • VS-ST near The Research Foundation for the State University of New York Retirement Plan
  • VS-ST ind #3577

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 →

Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia in the asset neighbourhood

Boilermakers National Annuity TrustBoilermakers National Annuit…$1.3BShv Profit Sharing Plan$1.3BSection 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in VirginiaSection 403(b) Defined Contr…$1.3BThe Research Foundation for the State University of New York Retirement PlanThe Research Foundation for …$1.3BInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanInternational Brotherhood of…$1.3B
End-of-year total assets ($B) among Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Virginia filing particulars

Total Assets (Beginning of Year)$1.1B
Net Assets (End of Year)$1.3B
Net Income$60M
Employer EIN824833402
Plan Effective Date2018-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Governing Committee of the Section 403(b) Defined Contribution)

Sponsor-wide plan assets over time

All The Governing Committee of the Section 403(b) Defined Contribution plans reported in each filing year

Latest sponsor-wide plan assets
$1.3B 44.40779632183153% vs 2022
2024 filing year
$0.8B$1B$1.2B$1.4B 202220232024 $0.89B $1.28B ▲ +43.8%
Year Plans Participants Total Assets
2022 1 4,858 $889M
2023 1 5,192 $1.1B
2024 1 5,562 $1.3B

Nearby Profit Sharing Plans in Virginia

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

Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia vs. nearby Profit Sharing plans in Virginia, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 00.511.5 Total assets ($B) Participants Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia, Total assets ($B): 1.283763729 · Participants: 5562Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in VirginiaCarpenter Co. Profit-Sharing Plan, Total assets ($B): 0.348426296 · Participants: 2152Carpenter Co. Profit-Sharing PlanAmerican Institutes for Research Tax Deferred Annuity Plan, Total assets ($B): 0.32295356 · Participants: 1608American Institutes for Research Tax Deferred Annuity PlanAnalytic Services Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.226143645 · Participants: 508Analytic Services Inc. Defined Contribution Retirement PlanAssociated Universities Inc. Retirement Plan, Total assets ($B): 0.204752338 · Participants: 585Associated Universities Inc. Retirement PlanSentara 401(a) Retirement Plan, Total assets ($B): 0.159790072 · Participants: 17694Sentara 401(a) Retirement Plan
Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia vs. nearby Profit Sharing plans in Virginia, assets vs. participants

Scale composition for Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia

Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia reports $1.3B in end-of-year assets across 5,562 participants (0.010% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $230,810 per participant (1.7x the national average assets-per-participant) . Net income for plan year 2024 was $60M.

This plan identity (EIN 824833402, plan #333) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $889M to $1.3B (+44.4%) while covered participants moved from 4,858 to 5,562 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 4,858 $889M Open filing
2023 5,192 $1.1B Open filing
2024 · index core 5,562 $1.3B This page

Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia's out-of-state Profit Sharing peers by assets and headcount

Outside Virginia, the nearest Profit Sharing by assets is The Research Foundation for the State University of New York Retirement Plan in NY ($1.3B); by covered participants it is Dana-Farber Cancer Institute Retirement Plan in MA (5,518 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5,562 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 Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia assets move in 2024? ▼
Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia grew sharply - up 20.5% during 2024, from $1.1B to $1.3B. Reported net income was $60M.
How have The Governing Committee of the Section 403(b) Defined Contribution plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Governing Committee of the Section 403(b) Defined Contribution's sponsor-wide assets grew 44.4%, from $889M to $1.3B.
Where does Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia rank by assets among Form 5500 filers? ▼
Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia ranks in the 99th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which Profit Sharing plans are similar in size to Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia? ▼
Among Profit Sharing plans in other states, the closest by assets is The Research Foundation for the State University of New York Retirement Plan in NY ($1.3B, 9,758 participants).
Which Profit Sharing plans cover a similar participant headcount to Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dana-Farber Cancer Institute Retirement Plan in MA (5,518 participants, $930M in assets).