Other · DOL Form 5500 · 2024

Virginia Tech Foundation, Inc. Retirement Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
79
Participants Small participant base
72nd
Percentile by assets National rank
$285,369
Avg per participant High balance/head
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Official DOL plan name: Virginia Tech Foundation 403(b) Plan · Sponsored by Virginia Tech Foundation, Inc. · Virginia · Educational Services

$23M in assets, 79 participants

Virginia Tech Foundation, Inc.'s Virginia Tech Foundation 403(b) Plan reported $23M in total assets and 79 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #2,029 in Educational Services (3,638 peers)

What the 2024 filing shows

Virginia Tech Foundation 403(b) Plan holds $23M for 79 participants - about $285,369 per participant, above the median plan by assets.

#2,029
in Educational Services (3,638 peers)
-0.9%
assets change YoY

The plan reported a net loss of $209K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Virginia Tech Foundation 403(b) Plan's outsized position by total assets

Virginia Tech Foundation 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$22,544,125 Top 28% higher than 72% of 123,620 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 2024

Virginia Tech Foundation 403(b) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Virginia Tech Foundation 403(b) Plan is a small filing (79 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Virginia Tech Foundation 403(b) Plan reported net income fell from $2M in the plan year 2023 filing to -$209K in the plan year 2024 filing.
  • Virginia Tech Foundation 403(b) Plan reported participants rose from 66 in the plan year 2023 filing to 79 in the plan year 2024 filing.
  • Virginia Tech Foundation 403(b) Plan end-of-year assets fell from $23M in the plan year 2023 filing to $23M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 540721690 · Virginia Tech Foundation, Inc. PY 2024 · Other

Virginia Tech Foundation 403(b) Plan · $23M · 79 · 72nd

  • PHOTO $23M
  • PHOTO 79
  • PHOTO 72nd
  • PHOTO Other
  • PHOTO near Denver Art Museum Retirement Plan
  • PHOTO ind #2029

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 Tech Foundation 403(b) Plan in the asset neighbourhood

Health First Frozen 403(b) PlanHealth First Frozen 403(b) P…$23MDenver Art Museum Retirement PlanDenver Art Museum Retirement…$23MVirginia Tech Foundation 403(b) PlanVirginia Tech Foundation 403…$23MMilken Institute 403(b) Plan$22MNew York College of Podiatric Medicine 403(b) Tda PlanNew York College of Podiatri…$22M
End-of-year total assets ($M) among Virginia Tech Foundation 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$23M
Net Income-$209K
Employer EIN540721690
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Virginia Tech Foundation, Inc.)

Sponsor-wide plan assets over time

All Virginia Tech Foundation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 0.9204188901838759% vs 2023
2024 filing year
$22.5M$22.6M$22.7M$22.8M 20232024 $22.8M $22.5M ▼ -0.9%
Year Plans Participants Total Assets
2023 1 66 $23M
2024 1 79 $23M

Nearby Other Plans in Virginia

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

Virginia Tech Foundation 403(b) Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -20246 Total assets ($B) Participants Virginia Tech Foundation 403(b) Plan, Total assets ($B): 0.022544125 · Participants: 79Virginia Tech Foundation 403(b) PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 5.12389915 · Participants: 12379The Mitre Corporation Tax Sheltered Annuity PlanSentara 403(b) Savings Plan, Total assets ($B): 3.744462888 · Participants: 28192Sentara 403(b) Savings PlanThe George Washington University Supplemental Retirement Plan, Total assets ($B): 1.64916352 · Participants: 8262The George Washington University Supplemental Retirement PlanInstitute for Defense Analyses Tax Deferred Annuity Plan, Total assets ($B): 0.875147544 · Participants: 1541Institute for Defense Analyses Tax Deferred Annuity PlanCarilion Clinic 403(b) Retirement Savings Plan, Total assets ($B): 0.822189307 · Participants: 13296Carilion Clinic 403(b) Retirement Savings Plan
Virginia Tech Foundation 403(b) Plan vs. nearby Other plans in Virginia, assets vs. participants
Compare Virginia Tech Foundation 403(b) Plan side-by-side with 3 peers →

Virginia Tech Foundation 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is Denver Art Museum Retirement Plan in CO ($23M); by covered participants it is West Side Montessori School 403(b) Defined Contribution Retirement Plan in NY (79 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (79 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.

Frequently Asked Questions

How did Virginia Tech Foundation 403(b) Plan assets move in 2024? ▼
Virginia Tech Foundation 403(b) Plan held essentially flat - down 0.9% during 2024, from $23M to $23M. Reported net income was -$209K.
How have Virginia Tech Foundation, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Virginia Tech Foundation, Inc.'s sponsor-wide assets declined 0.9%, from $23M to $23M.
Which Other plans are similar in size to Virginia Tech Foundation 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Denver Art Museum Retirement Plan in CO ($23M, 455 participants).
Which Other plans cover a similar participant headcount to Virginia Tech Foundation 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is West Side Montessori School 403(b) Defined Contribution Retirement Plan in NY (79 participants, $11M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 540721690.

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.