Other · DOL Form 5500 · 2024
Veterans Medical Research Foundation Retirement Plan
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 101
- Participants Small participant base
- 80th
- Percentile by assets National rank
- $365,241
- Avg per participant High balance/head
Official DOL plan name: Veterans Medical Research Foundation Retirement Plan · Sponsored by Veterans Medical Research Foundation · California · Professional & Technical Services
$37M in assets, 101 participants
Veterans Medical Research Foundation's Veterans Medical Research Foundation Retirement Plan reported $37M in total assets and 101 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.
- #16,288 in Professional & Technical Services (20,173 peers)
Coverage in California
Veterans Medical Research Foundation Retirement Plan covers 101 participants in California, about 16% of the average California filer (state average ~630 per filing). Assets: $37M.
- #16,288
- in Professional & Technical Services (20,173 peers)
- -8.0%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Veterans Medical Research Foundation Retirement Plan's outsized position by total assets
Veterans Medical Research Foundation Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$36,889,324 Top 20% higher than 80% 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
Veterans Medical Research Foundation 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. Veterans Medical Research Foundation Retirement Plan sits mid-pack in the medium band (101 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Veterans Medical Research Foundation Retirement Plan reported net income fell from $4M in the plan year 2023 filing to -$3M in the plan year 2024 filing.
- Veterans Medical Research Foundation Retirement Plan end-of-year assets fell from $40M in the plan year 2023 filing to $37M in the plan year 2024 filing.
- Veterans Medical Research Foundation Retirement Plan reported participants fell from 104 in the plan year 2023 filing to 101 in the plan year 2024 filing.
DOL schedule card
Filing strip 330189397 · Veterans Medical Research Foundation PY 2024 · Other
Veterans Medical Research Foundation Retirement Plan · $37M · 101 · 80th
- 5500 $37M
- 5500 101
- 5500 80th
- 5500 Other
- 5500 near Tax Sheltered Annuity Plan for the Staff Employees of the Boston Symphony Orchestra, Inc.
- 5500 ind #16288
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 Professional & Technical Services retirement plans → · Plans in California →
Veterans Medical Research Foundation Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $40M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | -$3M |
| Employer EIN | 330189397 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Veterans Medical Research Foundation)
Sponsor-wide plan assets over time
All Veterans Medical Research Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 3.2611816777884184% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 102 | $36M |
| 2023 | 1 | 104 | $40M |
| 2024 | 1 | 101 | $37M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $12.6B · 22,753
- Sutter Health 403(b) Savings Plan $7.6B · 54,954
- Stanford Health Care Retirement Savings Plan $6.9B · 24,152
- Caltech Base Retirement Plan $5.2B · 10,970
- University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886
Veterans Medical Research Foundation Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Tax Sheltered Annuity Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. in MA ($37M); by covered participants it is Lawrence School 403(b) Defined Contribution and Tax Deferred Annuity Retirement Plan in OH (101 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
- Tax Sheltered Annuity Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. (MA) $37M · 170
- Northwestern Counseling and Support Services Tax Deferred Annuity (VT) $37M · 455
- Friends University DC and Tda Plan (KS) $37M · 549
- The Musical Arts Association 403(b) Retirement Plan (OH) $37M · 224
Similar participant headcount
Nearest other-state filings by covered participants (101 participants); asset peers above are excluded.
- Lawrence School 403(b) Defined Contribution and Tax Deferred Annuity Retirement Plan (OH) 101 · 0 off
- Village Community School 403(b) Defined Contribution Plan (NY) 101 · 0 off
- Harvesters 403b Plan (MO) 101 · 0 off
- Milton Gottesman Jewish Day School of the Nation's Capital 403(b) DC Plan (DC) 101 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.