Other · DOL Form 5500 · 2024
Mt Vernon Ladies' Association Retirement Plan
Data updated 2026-08-06
- $37M
- Total assets
- 594
- Participants
- 81st
- Percentile by assets
- $62,945
- Avg per participant
Official DOL plan name: Mount Vernon Ladies' Association of the Union 403(b) Plan · Sponsored by Mt Vernon Ladies' Association · Virginia · Arts, Entertainment & Recreation
$37M in assets, 594 participants
Mt Vernon Ladies' Association's Mount Vernon Ladies' Association of the Union 403(b) Plan reported $37M in total assets and 594 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.
- 81st percentile by assets (of 116,472 plans)
- #2,395 in Arts, Entertainment & Recreation (2,716 peers)
Where Mount Vernon Ladies' Association of the Union 403(b) Plan sits by assets
Mount Vernon Ladies' Association of the Union 403(b) Plan sits in the top quartile of all filed plans by assets, $37M for 594 participants (~$62,945/participant), up 12.8% in 2024.
- $37M
- total plan assets (2024 EOY)
- 594
- covered participants
- 81st
- percentile by assets (of 116,472 plans)
- $62,945
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mount Vernon Ladies' Association of the Union 403(b) Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Mount Vernon Ladies' Association of the Union 403(b) Plan reported participants rose from 517 in the plan year 2023 filing to 594 in the plan year 2024 filing.
- Mount Vernon Ladies' Association of the Union 403(b) Plan end-of-year assets rose from $33M in the plan year 2023 filing to $37M in the plan year 2024 filing.
Mount Vernon Ladies' Association of the Union 403(b) Plan vs the 2024 asset distribution
By assets, Mount Vernon Ladies' Association of the Union 403(b) Plan outranks 81% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.4x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | $4M |
| Employer EIN | 540564701 |
| Plan Effective Date | 2007-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mt Vernon Ladies' Association)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 477 | $28M |
| 2023 | 1 | 517 | $33M |
| 2024 | 1 | 594 | $37M |
Nearby Other Plans in Virginia
Peer Other plans, same state, same plan type, ranked by total assets.
Mount Vernon Ladies' Association of the Union 403(b) Plan vs. nearby Other plans in Virginia, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Mount Vernon Ladies' Association of the Union 403(b) Plan by total assets, not by location.
- Rockford University Retirement Savings Plan (IL) $37M · 271
- Ndi 403(b) Plan (DC) $37M · 410
- 401(k) Profit-Sharing Plan for Workforce Business Services, Inc. (FL) $37M · 1,205
- 403(b) Thrift Plan of El Centro Del Barrio (TX) $37M · 875
Frequently Asked Questions
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Ways to act on Mount Vernon Ladies' Association of the Union 403(b) Plan's numbers.
- By total assets, Mount Vernon Ladies' Association of the Union 403(b) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Virginia. Compare plans
- Mt Vernon Ladies' Association's sponsor-wide assets have grown 33.6% since 2022 across 3 plan years on file. More Arts, Entertainment & Recreation plans