Other · DOL Form 5500 · 2024
Kuumba Community Health & Wellness Center, Inc. Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 137
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $25,469
- Avg per participant Low balance/head
Official DOL plan name: Kuumba Community Health & Wellness Center, Inc. Safe Harbor 403(b) Retirement Plan · Sponsored by Kuumba Community Health & Wellness Center, Inc. · Virginia · Healthcare & Social Assistance
$3M in assets, 137 participants
Kuumba Community Health & Wellness Center, Inc.'s Kuumba Community Health & Wellness Center, Inc. Safe Harbor 403(b) Retirement Plan reported $3M in total assets and 137 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.
- #6,275 in Healthcare & Social Assistance (16,916 peers)
Coverage in Virginia
Kuumba Community Health & Wellness Center, Inc. Safe Harbor 403(b) Retirement Plan covers 137 participants in Virginia, about 18% of the average Virginia filer (state average ~782 per filing). Assets: $3M.
- #6,275
- in Healthcare & Social Assistance (16,916 peers)
- +2.6%
- assets growth YoY
Kuumba Community Health & Wellness Center, Inc. Safe Harbor 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Kuumba Community Health & Wellness Center, Inc. Safe Harbor 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,489,240 36th percentile higher than 36% 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
Kuumba Community Health & Wellness Center, Inc. Safe Harbor 403(b) Retirement 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. Kuumba Community Health & Wellness Center, Inc. Safe Harbor 403(b) Retirement Plan sits mid-pack in the medium band (137 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kuumba Community Health & Wellness Center, Inc. Safe Harbor 403(b) Retirement Plan reported net income fell from $701K in the plan year 2023 filing to $90K in the plan year 2024 filing.
- Kuumba Community Health & Wellness Center, Inc. Safe Harbor 403(b) Retirement Plan reported participants rose from 128 in the plan year 2023 filing to 137 in the plan year 2024 filing.
- Kuumba Community Health & Wellness Center, Inc. Safe Harbor 403(b) Retirement Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
DOL schedule card
Filing strip 541937835 · Kuumba Community Health & Wellness Center, Inc. PY 2024 · Other
Kuumba Community Health & Wellness Center, Inc. Safe Harbor 403(b) Retirement Plan · $3M · 137 · 36th
- PCT $3M
- PCT 137
- PCT 36th
- PCT Other
- PCT near Southwest States Conference Defined Contribution Fund
- PCT ind #6275
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 →
Kuumba Community Health & Wellness Center, Inc. Safe Harbor 403(b) Retirement Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $90K |
| Employer EIN | 541937835 |
| Plan Effective Date | 2000-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kuumba Community Health & Wellness Center, Inc.)
Sponsor-wide plan assets over time
All Kuumba Community Health & Wellness Center, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 55.24476313807419% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 417 | $8M |
| 2023 | 1 | 128 | $3M |
| 2024 | 1 | 137 | $3M |
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
Kuumba Community Health & Wellness Center, Inc. Safe Harbor 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Virginia, the nearest Other by assets is Southwest States Conference Defined Contribution Fund in LA ($3M); by covered participants it is Connecticut Public Broadcasting Inc 403(b) Plan in CT (137 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (137 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.