Other · DOL Form 5500 · 2024
Fort Norfolk Retirement Community, Inc. Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 247
- Participants Below avg headcount
- 35th
- Percentile by assets National rank
- $12,701
- Avg per participant Low balance/head
Official DOL plan name: Harbor's Edge Retirement Plan · Sponsored by Fort Norfolk Retirement Community, Inc. · Virginia · Healthcare & Social Assistance
$3M in assets, 247 participants
Fort Norfolk Retirement Community, Inc.'s Harbor's Edge Retirement Plan reported $3M in total assets and 247 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.
- #5,939 in Healthcare & Social Assistance (16,916 peers)
Coverage in Virginia
Harbor's Edge Retirement Plan covers 247 participants in Virginia, about 32% of the average Virginia filer (state average ~782 per filing). Assets: $3M.
- #5,939
- in Healthcare & Social Assistance (16,916 peers)
- +0.9%
- assets growth YoY
Harbor's Edge Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Harbor's Edge Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,137,103 35th percentile higher than 35% 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
Harbor's Edge 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. Harbor's Edge Retirement Plan sits mid-pack in the medium band (247 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Harbor's Edge Retirement Plan reported net income fell from $409K in the plan year 2023 filing to $28K in the plan year 2024 filing.
- Harbor's Edge Retirement Plan reported participants rose from 238 in the plan year 2023 filing to 247 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 020601375 · Fort Norfolk Retirement Community, Inc. PY 2024 · Other
Harbor's Edge Retirement Plan · $3M · 247 · 35th
- TYPE $3M
- NET 247
- BOOK 35th
- VS-ST Other
- BOY near Independent Living Services Inc. 403b Plan
- SCH ind #5939
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 →
Harbor's Edge Retirement Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $28K |
| Employer EIN | 020601375 |
| Plan Effective Date | 2006-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Fort Norfolk Retirement Community, Inc.)
Sponsor-wide plan assets over time
All Fort Norfolk Retirement Community, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 16.187321738686% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 239 | $3M |
| 2023 | 1 | 238 | $3M |
| 2024 | 1 | 247 | $3M |
Nearby Other Plans in Virginia
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $5.1B · 12,379
- Sentara 403(b) Savings Plan $3.7B · 28,192
- The George Washington University Supplemental Retirement Plan $1.6B · 8,262
- Institute for Defense Analyses Tax Deferred Annuity Plan $875M · 1,541
- Carilion Clinic 403(b) Retirement Savings Plan $822M · 13,296
Harbor's Edge Retirement Plan's out-of-state Other peers by assets and headcount
Outside Virginia, the nearest Other by assets is Independent Living Services Inc. 403b Plan in AR ($3M); by covered participants it is Maryland University of Integrative Health 403(b) Plan in MD (247 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (247 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.