Other · DOL Form 5500 · 2024
Mt Vernon Ladies' Association Retirement Plan
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 594
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $62,945
- Avg per participant Low balance/head
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 80th 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.
- #2,574 in Arts, Entertainment & Recreation (2,921 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.
- #2,574
- in Arts, Entertainment & Recreation (2,921 peers)
- +12.8%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Mount Vernon Ladies' Association of the Union 403(b) Plan's outsized position by total assets
Mount Vernon Ladies' Association of the Union 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$37,389,144 Top 20% higher than 80% 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
Mount Vernon Ladies' Association of the Union 403(b) 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. Mount Vernon Ladies' Association of the Union 403(b) Plan sits mid-pack in the medium band (594 participants).
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.
Form 5500 schedule snapshot
Filing strip 540564701 · Mt Vernon Ladies' Association PY 2024 · Other
Mount Vernon Ladies' Association of the Union 403(b) Plan · $37M · 594 · 80th
- PART $37M
- PART 594
- PART 80th
- PART Other
- PART near Rockford University Retirement Savings Plan
- PART ind #2574
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 Arts, Entertainment & Recreation retirement plans → · Plans in Virginia →
Mount Vernon Ladies' Association of the Union 403(b) Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Mt Vernon Ladies' Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 33.555008527498565% vs 2022
- 2024 filing year
| 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.
- 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
Mount Vernon Ladies' Association of the Union 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Virginia, the nearest Other by assets is Rockford University Retirement Savings Plan in IL ($37M); by covered participants it is San Francisco Museum of Modern Art Retirement Plan in CA (594 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
- Rockford University Retirement Savings Plan (IL) $37M · 271
- Ndi 403(b) Plan (DC) $37M · 410
- Laurel School Defined Contribution Retirement Plan (OH) $37M · 156
- 401(k) Profit-Sharing Plan for Workforce Business Services, Inc. (FL) $37M · 1,205
Similar participant headcount
Nearest other-state filings by covered participants (594 participants); asset peers above are excluded.
- San Francisco Museum of Modern Art Retirement Plan (CA) 594 · 0 off
- Dameron Hospital Association 403b Plan (CA) 595 · 1 off
- 403(b) Thrift Plan of the Catholic Charities (CO) 595 · 1 off
- Goodwill Central Coast 403(b) Plan (CA) 593 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.