Other · DOL Form 5500 · 2024

Old Dominion University Research Foundation Retirement Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
1,140
Participants Near avg headcount
76th
Percentile by assets National rank
$24,392
Avg per participant Low balance/head
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Official DOL plan name: Old Dominion University Research Foundation Tax-Sheltered Retirement Plan · Sponsored by Old Dominion University Research Foundation · Virginia · Other Services

$28M in assets, 1,140 participants

Old Dominion University Research Foundation's Old Dominion University Research Foundation Tax-Sheltered Retirement Plan reported $28M in total assets and 1,140 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #6,767 in Other Services (7,719 peers)

Where Old Dominion University Research Foundation Tax-Sheltered Retirement Plan sits by assets

Old Dominion University Research Foundation Tax-Sheltered Retirement Plan sits in the top quartile of all filed plans by assets, $28M for 1,140 participants (~$24,392/participant), up 1.6% in 2024.

#6,767
in Other Services (7,719 peers)
+1.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Old Dominion University Research Foundation Tax-Sheltered Retirement Plan's outsized position by total assets

Old Dominion University Research Foundation Tax-Sheltered Retirement Plan vs every filed plan by assets

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

$27,807,279 Top 24% higher than 76% 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

Old Dominion University Research Foundation Tax-Sheltered Retirement Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Old Dominion University Research Foundation Tax-Sheltered Retirement Plan lands in the large band (1,140 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Old Dominion University Research Foundation Tax-Sheltered Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $427K in the plan year 2024 filing.
  • Old Dominion University Research Foundation Tax-Sheltered Retirement Plan reported participants rose from 1,075 in the plan year 2023 filing to 1,140 in the plan year 2024 filing.
  • Old Dominion University Research Foundation Tax-Sheltered Retirement Plan end-of-year assets rose from $27M in the plan year 2023 filing to $28M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 546068198 · Old Dominion University Research Foundation PY 2024 · Other

Old Dominion University Research Foundation Tax-Sheltered Retirement Plan · $28M · 1,140 · 76th

  • RANK $28M
  • RANK 1,140
  • RANK 76th
  • RANK Other
  • RANK near Eagle Hill Foundation of Massachusetts Inc. Defined Contribution Retirement Plan
  • RANK ind #6767

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 Other Services retirement plans → · Plans in Virginia →

Old Dominion University Research Foundation Tax-Sheltered Retirement Plan in the asset neighbourhood

Institute for the Future DC PlanInstitute for the Future DC …$28MBarton College Retirement PlanBarton College Retirement Pl…$28MEagle Hill Foundation of Massachusetts Inc. Defined Contribution Retirement PlanEagle Hill Foundation of Mas…$28MOld Dominion University Research Foundation Tax-Sheltered Retirement PlanOld Dominion University Rese…$28MAspire Living & Learning, Inc. 403(b) PlanAspire Living & Learning, In…$28M
End-of-year total assets ($M) among Old Dominion University Research Foundation Tax-Sheltered Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$28M
Net Income$427K
Employer EIN546068198
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Old Dominion University Research Foundation)

Sponsor-wide plan assets over time

All Old Dominion University Research Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$28M 7.820132372341325% vs 2022
2024 filing year
$25M$26M$27M$28M$29M 202220232024 $25.8M $27.8M ▲ +7.8%
Year Plans Participants Total Assets
2022 1 915 $26M
2023 1 1,075 $27M
2024 1 1,140 $28M

Nearby Other Plans in Virginia

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

Old Dominion University Research Foundation Tax-Sheltered Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -20246 Total assets ($B) Participants Old Dominion University Research Foundation Tax-Sheltered Retirement Plan, Total assets ($B): 0.027807279 · Participants: 1140Old Dominion University Research Foundation Tax-Sheltered Retirement 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
Old Dominion University Research Foundation Tax-Sheltered Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants

Old Dominion University Research Foundation Tax-Sheltered Retirement Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is Eagle Hill Foundation of Massachusetts Inc. Defined Contribution Retirement Plan in MA ($28M); by covered participants it is Wildwood Programs, Inc. Tax Deferred Annuity Program in NY (1,140 participants). Same-state nearby plans are listed separately above.

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 Old Dominion University Research Foundation Tax-Sheltered Retirement Plan assets move in 2024?
Old Dominion University Research Foundation Tax-Sheltered Retirement Plan edged up modestly - up 1.6% during 2024, from $27M to $28M. Reported net income was $427K.
How have Old Dominion University Research Foundation plan assets changed over time?
Across 3 plan years on file (2022-2024), Old Dominion University Research Foundation's sponsor-wide assets grew 7.8%, from $26M to $28M.
Where does Old Dominion University Research Foundation Tax-Sheltered Retirement Plan rank by assets among Form 5500 filers?
Old Dominion University Research Foundation Tax-Sheltered Retirement Plan ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Old Dominion University Research Foundation Tax-Sheltered Retirement Plan?
Among Other plans in other states, the closest by assets is Eagle Hill Foundation of Massachusetts Inc. Defined Contribution Retirement Plan in MA ($28M, 177 participants).
Which Other plans cover a similar participant headcount to Old Dominion University Research Foundation Tax-Sheltered Retirement Plan?
Among Other plans in other states, the closest by covered participants is Wildwood Programs, Inc. Tax Deferred Annuity Program in NY (1,140 participants, $45M in assets).