401(k) · DOL Form 5500 · 2024
J127 Education Foundation 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 245
- Participants Below avg headcount
- 47th
- Percentile by assets National rank
- $26,497
- Avg per participant Low balance/head
Official DOL plan name: J127 Education Foundation 403(b) Thrift Plan · Sponsored by J127 Education Foundation · Virginia · Educational Services
$6M in assets, 245 participants
J127 Education Foundation's J127 Education Foundation 403(b) Thrift Plan reported $6M in total assets and 245 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.
- #1,119 in Educational Services (3,638 peers)
Coverage in Virginia
J127 Education Foundation 403(b) Thrift Plan covers 245 participants in Virginia, about 31% of the average Virginia filer (state average ~782 per filing). Assets: $6M.
- #1,119
- in Educational Services (3,638 peers)
- +15.9%
- assets growth YoY
J127 Education Foundation 403(b) Thrift Plan's mid-pack asset rank among Educational Services and all filers
J127 Education Foundation 403(b) Thrift Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,491,855 47th percentile higher than 47% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
J127 Education Foundation 403(b) Thrift 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. J127 Education Foundation 403(b) Thrift Plan sits mid-pack in the medium band (245 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- J127 Education Foundation 403(b) Thrift Plan reported net income fell from $1M in the plan year 2023 filing to $891K in the plan year 2024 filing.
- J127 Education Foundation 403(b) Thrift Plan end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- J127 Education Foundation 403(b) Thrift Plan reported participants fell from 249 in the plan year 2023 filing to 245 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 541371815 · J127 Education Foundation PY 2024 · 401(k)
J127 Education Foundation 403(b) Thrift Plan · $6M · 245 · 47th
- SCH $6M
- EBSA 245
- PART 47th
- TYPE 401(k)
- NET near Ehrlich Architects LLP 401(k) Profit Sharing Plan & Trust
- BOOK ind #1119
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 →
J127 Education Foundation 403(b) Thrift Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $891K |
| Employer EIN | 541371815 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (J127 Education Foundation)
Sponsor-wide plan assets over time
All J127 Education Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 44.01557763360616% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 235 | $5M |
| 2023 | 1 | 249 | $6M |
| 2024 | 1 | 245 | $6M |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $39.5B · 104,719
- 401(k) Pension Plan $16.8B · 62,869
- General Dynamics Corporation 401(k) Plan 6.0 $12.4B · 49,414
- Capital One Financial Corporation Associate Savings Plan $12.0B · 44,933
- Leidos, Inc. Retirement Plan $11.8B · 29,734
J127 Education Foundation 403(b) Thrift Plan's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Ehrlich Architects LLP 401(k) Profit Sharing Plan & Trust in CA ($6M); by covered participants it is Mcclancy Foods and Flavors LLC Capital Accumulation Plan in SC (245 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
- Ehrlich Architects LLP 401(k) Profit Sharing Plan & Trust (CA) $6M · 43
- Standard Printing Company of Canton 401(k) Profit Sharing Plan (OH) $6M · 109
- Berrien-Cass-Van Buren Workforce Development Board Pension & 401(k) Plan (MI) $6M · 115
- 403(b) Thrift Plan for Employees of Family Services of Chemung County, Inc. (NY) $6M · 156
Similar participant headcount
Nearest other-state filings by covered participants (245 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.