Other · DOL Form 5500 · 2023

Virginia Association of Independent Schools Retirement Plan

Data updated 2026-08-25

$75M
Total assets Below avg plan size
455
Participants Below avg headcount
89th
Percentile by assets National rank
$164,441
Avg per participant Above avg balance/head
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Official DOL plan name: Virginia Association of Independent Schools Multiple Employer Plan · Sponsored by Virginia Association of Independent Schools · Virginia · Educational Services

$75M in assets, 455 participants

Virginia Association of Independent Schools's Virginia Association of Independent Schools Multiple Employer Plan reported $75M in total assets and 455 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #3,009 in Educational Services (3,735 peers)

Where Virginia Association of Independent Schools Multiple Employer Plan sits by assets

Virginia Association of Independent Schools Multiple Employer Plan sits in the top quartile of all filed plans by assets, $75M for 455 participants (~$164,441/participant).

#3,009
in Educational Services (3,735 peers)
$4M
reported net income
0.8×
vs typical plan assets (national mean)

Virginia Association of Independent Schools Multiple Employer Plan's outsized position by total assets

Virginia Association of Independent Schools Multiple Employer Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$74,820,764 Top 11% higher than 89% of 127,068 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 2023

Virginia Association of Independent Schools Multiple Employer Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Virginia Association of Independent Schools Multiple Employer Plan sits mid-pack in the medium band (455 participants).

EBSA filing schedule strip

Filing strip 541080608 · Virginia Association of Independent Schools PY 2023 · Other

Virginia Association of Independent Schools Multiple Employer Plan · $75M · 455 · 89th

  • SCH $75M
  • SCH 455
  • SCH 89th
  • SCH Other
  • SCH near The Forsyth Institute Defined Contribution Plan
  • SCH ind #3009

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 →

Virginia Association of Independent Schools Multiple Employer Plan in the asset neighbourhood

The Forsyth Institute Defined Contribution PlanThe Forsyth Institute Define…$75MMay Institute, Inc. Defined Contribution Retirement PlanMay Institute, Inc. Defined …$75MVirginia Association of Independent Schools Multiple Employer PlanVirginia Association of Inde…$75MPressley Ridge Retirement PlanPressley Ridge Retirement Pl…$75MSaint Vincent Retirement Plan$75M
End-of-year total assets ($M) among Virginia Association of Independent Schools Multiple Employer Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$75M
Net Income$4M
Employer EIN541080608
Plan Effective Date2023-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Virginia Association of Independent Schools)

Sponsor-wide plan assets over time

All Virginia Association of Independent Schools plans reported in each filing year

Latest sponsor-wide plan assets
$110M 47.063371339004235% vs 2023
2024 filing year
$60M$80M$100M$120M 20232024 $74.8M $110M ▲ +47.1%
Year Plans Participants Total Assets
2023 1 455 $75M
2024 1 928 $110M

Nearby Other Plans in Virginia

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

Virginia Association of Independent Schools Multiple Employer Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Virginia Association of Independent Schools Multiple Employer Plan, Total assets ($B): 0.074820764 · Participants: 455Virginia Association of Independent Schools Multiple Employer PlanSentara 403(b) Savings Plan, Total assets ($B): 3.287712192 · Participants: 25806Sentara 403(b) Savings PlanThe George Washington University Supplemental Retirement Plan, Total assets ($B): 1.530650403 · Participants: 8047The George Washington University Supplemental Retirement PlanInstitute for Defense Analyses Tax Deferred Annuity Plan, Total assets ($B): 0.801043955 · Participants: 1453Institute for Defense Analyses Tax Deferred Annuity PlanCarilion Clinic 403(b) Retirement Savings Plan, Total assets ($B): 0.722085709 · Participants: 12978Carilion Clinic 403(b) Retirement Savings PlanCentra Health Matching Tax Deferred Savings Plan, Total assets ($B): 0.669994115 · Participants: 7141Centra Health Matching Tax Deferred Savings Plan
Virginia Association of Independent Schools Multiple Employer Plan vs. nearby Other plans in Virginia, assets vs. participants
Compare Virginia Association of Independent Schools Multiple Employer Plan side-by-side with 3 peers →

Virginia Association of Independent Schools Multiple Employer Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is The Forsyth Institute Defined Contribution Plan in MA ($75M); by covered participants it is United States Olympic and Paralympic Committee 403(b) Retirement Investment Plan in CO (455 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($75M here).

Similar participant headcount

Nearest other-state filings by covered participants (455 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How have Virginia Association of Independent Schools plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Virginia Association of Independent Schools's sponsor-wide assets grew 47.1%, from $75M to $110M.
Where does Virginia Association of Independent Schools Multiple Employer Plan rank by assets among Form 5500 filers? ▼
Virginia Association of Independent Schools Multiple Employer Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Virginia Association of Independent Schools Multiple Employer Plan? ▼
Among Other plans in other states, the closest by assets is The Forsyth Institute Defined Contribution Plan in MA ($75M, 141 participants).
Which Other plans cover a similar participant headcount to Virginia Association of Independent Schools Multiple Employer Plan? ▼
Among Other plans in other states, the closest by covered participants is United States Olympic and Paralympic Committee 403(b) Retirement Investment Plan in CO (455 participants, $76M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 541080608.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.