Other · DOL Form 5500 · 2024
Virginia Association of Independent Schools Retirement Plan
Data updated 2026-08-25
- $110M
- Total assets Near avg plan size
- 928
- Participants Near avg headcount
- 91st
- Percentile by assets National rank
- $118,571
- Avg per participant Near avg balance/head
Official DOL plan name: Virginia Association of Independent Schools Multiple Employer Plan · Sponsored by Virginia Association of Independent Schools · Virginia · Educational Services
$110M in assets, 928 participants
Virginia Association of Independent Schools's Virginia Association of Independent Schools Multiple Employer Plan reported $110M in total assets and 928 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #3,074 in Educational Services (3,638 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 10% of all filed plans by assets, $110M for 928 participants (~$118,571/participant), up 47.1% in 2024.
- #3,074
- in Educational Services (3,638 peers)
- +47.1%
- assets growth YoY
- 1.1×
- 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 2024 · DOL Form 5500
$110,033,938 Top 9% higher than 91% 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
Virginia Association of Independent Schools Multiple Employer 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. Virginia Association of Independent Schools Multiple Employer Plan sits mid-pack in the medium band (928 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Virginia Association of Independent Schools Multiple Employer Plan reported net income rose from $4M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Virginia Association of Independent Schools Multiple Employer Plan reported participants rose from 455 in the plan year 2023 filing to 928 in the plan year 2024 filing.
- Virginia Association of Independent Schools Multiple Employer Plan end-of-year assets rose from $75M in the plan year 2023 filing to $110M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 541080608 · Virginia Association of Independent Schools PY 2024 · Other
Virginia Association of Independent Schools Multiple Employer Plan · $110M · 928 · 91st
- EIN $110M
- EIN 928
- EIN 91st
- EIN Other
- EIN near Lake Charles Memorial Health System 403(b) Plan
- EIN ind #3074
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
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $75M |
|---|---|
| Net Assets (End of Year) | $110M |
| Net Income | $10M |
| Employer EIN | 541080608 |
| Plan Effective Date | 2023-10-01 |
| Filing Status | FILING 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
| 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.
- 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
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 Lake Charles Memorial Health System 403(b) Plan in LA ($110M); by covered participants it is Defined Contribution Retirement Plan for Faculty of the University of Miami in FL (928 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($110M here).
- Lake Charles Memorial Health System 403(b) Plan (LA) $110M · 2,663
- Knox College Retirement Plan (IL) $110M · 330
- The Nightingale-Bamford School Defined Contribution Retirement Plan (NY) $110M · 190
- St. Luke's Cornwall Hospital 403(b) Retirement Plan (NY) $110M · 1,414
Similar participant headcount
Nearest other-state filings by covered participants (928 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.