401(k) · DOL Form 5500 · 2024
Thomas Jefferson Foundation, Inc 401(k) Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 354
- Participants Below avg headcount
- 77th
- Percentile by assets National rank
- $82,447
- Avg per participant Below avg balance/head
Official DOL plan name: Thomas Jefferson Foundation, Inc 401(k) Plan · Sponsored by Thomas Jefferson Foundation, Inc · Virginia · Arts, Entertainment & Recreation
$29M in assets, 354 participants
Thomas Jefferson Foundation, Inc's Thomas Jefferson Foundation, Inc 401(k) Plan reported $29M in total assets and 354 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.
- #2,513 in Arts, Entertainment & Recreation (2,921 peers)
Coverage in Virginia
Thomas Jefferson Foundation, Inc 401(k) Plan covers 354 participants in Virginia, about 45% of the average Virginia filer (state average ~782 per filing). Assets: $29M.
- #2,513
- in Arts, Entertainment & Recreation (2,921 peers)
- +15.0%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Thomas Jefferson Foundation, Inc 401(k) Plan's outsized position by total assets
Thomas Jefferson Foundation, Inc 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$29,186,108 Top 23% higher than 77% 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
Thomas Jefferson Foundation, Inc 401(k) 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. Thomas Jefferson Foundation, Inc 401(k) Plan sits mid-pack in the medium band (354 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Thomas Jefferson Foundation, Inc 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Thomas Jefferson Foundation, Inc 401(k) Plan end-of-year assets rose from $25M in the plan year 2023 filing to $29M in the plan year 2024 filing.
- Thomas Jefferson Foundation, Inc 401(k) Plan reported participants rose from 326 in the plan year 2023 filing to 354 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 540505959 · Thomas Jefferson Foundation, Inc PY 2024 · 401(k)
Thomas Jefferson Foundation, Inc 401(k) Plan · $29M · 354 · 77th
- SCH $29M
- EBSA 354
- PART 77th
- TYPE 401(k)
- NET near Strategic Staffing Solutions 401(k) Retirement Plan
- BOOK ind #2513
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 →
Thomas Jefferson Foundation, Inc 401(k) Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | $4M |
| Employer EIN | 540505959 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Thomas Jefferson Foundation, Inc)
Sponsor-wide plan assets over time
All Thomas Jefferson Foundation, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $29M 25.955725341062298% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 251 | $23M |
| 2023 | 1 | 326 | $25M |
| 2024 | 1 | 354 | $29M |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $39.5B · 104,719
- 401(k) Pension Plan $16.8B · 62,869
- General Dynamics Corporation 401(k) Plan 6.0 $12.4B · 49,414
- Capital One Financial Corporation Associate Savings Plan $12.0B · 44,933
- Leidos, Inc. Retirement Plan $11.8B · 29,734
Thomas Jefferson Foundation, Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Strategic Staffing Solutions 401(k) Retirement Plan in MI ($29M); by covered participants it is Harper Systems, Inc. 401(k) Plan in TX (354 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
- Strategic Staffing Solutions 401(k) Retirement Plan (MI) $29M · 1,660
- Atlantic Tomorrowsoffice 401(k)Plan (NY) $29M · 387
- Atlantic American Corporation 401(k) Retirement Savings Plan (GA) $29M · 159
- Brown Plus Retirement Plan (PA) $29M · 138
Similar participant headcount
Nearest other-state filings by covered participants (354 participants); asset peers above are excluded.
- Harper Systems, Inc. 401(k) Plan (TX) 354 · 0 off
- Teneo Holdings LLC 401(k) Plan (NY) 354 · 0 off
- Mod-Pac Corp. Profit Sharing/401(k) Plan (NY) 354 · 0 off
- Morrison-Maierle, Inc. 401(k) Plan (MT) 354 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.