Other · DOL Form 5500 · 2024
The Virginia Home Retirement Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 227
- Participants Below avg headcount
- 57th
- Percentile by assets National rank
- $46,483
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan for the Virginia Home Richmond, Virginia · Sponsored by The Virginia Home · Virginia · Healthcare & Social Assistance
$11M in assets, 227 participants
The Virginia Home's 403(b) Thrift Plan for the Virginia Home Richmond, Virginia reported $11M in total assets and 227 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.
- #10,545 in Healthcare & Social Assistance (16,916 peers)
Coverage in Virginia
403(b) Thrift Plan for the Virginia Home Richmond, Virginia covers 227 participants in Virginia, about 29% of the average Virginia filer (state average ~782 per filing). Assets: $11M.
- #10,545
- in Healthcare & Social Assistance (16,916 peers)
- +21.2%
- assets growth YoY
403(b) Thrift Plan for the Virginia Home Richmond, Virginia's mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan for the Virginia Home Richmond, Virginia vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,551,571 Top 43% higher than 57% 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
403(b) Thrift Plan for the Virginia Home Richmond, Virginia 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. 403(b) Thrift Plan for the Virginia Home Richmond, Virginia sits mid-pack in the medium band (227 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403(b) Thrift Plan for the Virginia Home Richmond, Virginia reported net income rose from $66K in the plan year 2023 filing to $2M in the plan year 2024 filing.
- 403(b) Thrift Plan for the Virginia Home Richmond, Virginia end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 540577900 · The Virginia Home PY 2024 · Other
403(b) Thrift Plan for the Virginia Home Richmond, Virginia · $11M · 227 · 57th
- EIN $11M
- EIN 227
- EIN 57th
- EIN Other
- EIN near Appalachian Trail Conservancy 403(b) Retirement Plan
- EIN ind #10545
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 →
403(b) Thrift Plan for the Virginia Home Richmond, Virginia in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $2M |
| Employer EIN | 540577900 |
| Plan Effective Date | 1997-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Virginia Home)
Sponsor-wide plan assets over time
All The Virginia Home plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 22.38166585013714% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 215 | $9M |
| 2023 | 1 | 226 | $9M |
| 2024 | 1 | 227 | $11M |
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
403(b) Thrift Plan for the Virginia Home Richmond, Virginia's out-of-state Other peers by assets and headcount
Outside Virginia, the nearest Other by assets is Appalachian Trail Conservancy 403(b) Retirement Plan in WV ($11M); by covered participants it is Alliant Health Solutions, Inc. 403(b) Plan in GA (227 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Appalachian Trail Conservancy 403(b) Retirement Plan (WV) $11M · 60
- Retirement Plan for Specified Employees of the Faculty-Student Association of the State University of New York at Buffalo, Inc. (NY) $11M · 41
- 403(b) Thrift Plan of Girl Scouts of Minnesota and Wisconsin River Valleys, Inc. (MN) $11M · 125
- Cumberland County Hospital 403(b) Plan (KY) $11M · 212
Similar participant headcount
Nearest other-state filings by covered participants (227 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.