Other · DOL Form 5500 · 2024

Senior Services of Se Virginia Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
86
Participants Small participant base
31st
Percentile by assets National rank
$26,859
Avg per participant Low balance/head
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Official DOL plan name: Senior Services of Se Virginia 403(b) Defined Contribution Plan · Sponsored by Senior Services of Se Virginia · Virginia · Other Services

$2M in assets, 86 participants

Senior Services of Se Virginia's Senior Services of Se Virginia 403(b) Defined Contribution Plan reported $2M in total assets and 86 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #4,262 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Senior Services of Se Virginia 403(b) Defined Contribution Plan ranks #4,262 of 7,719 2024 filers by assets (869% of the sector average)-$2M for 86 participants.

#4,262
in Other Services (7,719 peers)
-0.5%
assets change YoY

The plan reported a net loss of $11K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Senior Services of Se Virginia 403(b) Defined Contribution Plan among the smaller filed plans by assets

Senior Services of Se Virginia 403(b) Defined Contribution Plan vs every filed plan by assets

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

$2,309,852 31st percentile higher than 31% 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

Senior Services of Se Virginia 403(b) Defined Contribution 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. Senior Services of Se Virginia 403(b) Defined Contribution Plan is a small filing (86 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Senior Services of Se Virginia 403(b) Defined Contribution Plan reported net income fell from $358K in the plan year 2023 filing to -$11K in the plan year 2024 filing.
  • Senior Services of Se Virginia 403(b) Defined Contribution Plan reported participants fell from 89 in the plan year 2023 filing to 86 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 546069786 · Senior Services of Se Virginia PY 2024 · Other

Senior Services of Se Virginia 403(b) Defined Contribution Plan · $2M · 86 · 31st

  • TYPE $2M
  • NET 86
  • BOOK 31st
  • VS-ST Other
  • BOY near Liberty Bank & Trust 2022 Employee Stock Ownership Plan
  • SCH ind #4262

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 →

Senior Services of Se Virginia 403(b) Defined Contribution Plan in the asset neighbourhood

Community Chest, Inc$2MSenior Services of Se Virginia 403(b) Defined Contribution PlanSenior Services of Se Virgin…$2MLiberty Bank & Trust 2022 Employee Stock Ownership PlanLiberty Bank & Trust 2022 Em…$2MSmw Engineering Group, Inc. 401(k) PlanSmw Engineering Group, Inc. …$2MCcs Early Learning Retirement PlanCcs Early Learning Retiremen…$2M
End-of-year total assets ($M) among Senior Services of Se Virginia 403(b) Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$11K
Employer EIN546069786
Plan Effective Date1973-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Senior Services of Se Virginia)

Sponsor-wide plan assets over time

All Senior Services of Se Virginia plans reported in each filing year

Latest sponsor-wide plan assets
$2M 17.699644891176906% vs 2022
2024 filing year
$1.8M$2M$2.2M$2.4M 202220232024 $1.96M $2.31M ▲ +17.9%
Year Plans Participants Total Assets
2022 1 84 $2M
2023 1 89 $2M
2024 1 86 $2M

Nearby Other Plans in Virginia

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

Senior Services of Se Virginia 403(b) Defined Contribution Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -20246 Total assets ($B) Participants Senior Services of Se Virginia 403(b) Defined Contribution Plan, Total assets ($B): 0.002309852 · Participants: 86Senior Services of Se Virginia 403(b) Defined Contribution 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
Senior Services of Se Virginia 403(b) Defined Contribution Plan vs. nearby Other plans in Virginia, assets vs. participants

Senior Services of Se Virginia 403(b) Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is Liberty Bank & Trust 2022 Employee Stock Ownership Plan in LA ($2M); by covered participants it is Wheaton Academy 403(b) DC Plan in IL (86 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (86 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 Senior Services of Se Virginia 403(b) Defined Contribution Plan assets move in 2024?
Senior Services of Se Virginia 403(b) Defined Contribution Plan held essentially flat - down 0.5% during 2024, from $2M to $2M. Reported net income was -$11K.
How have Senior Services of Se Virginia plan assets changed over time?
Across 3 plan years on file (2022-2024), Senior Services of Se Virginia's sponsor-wide assets grew 17.7%, from $2M to $2M.
Which Other plans are similar in size to Senior Services of Se Virginia 403(b) Defined Contribution Plan?
Among Other plans in other states, the closest by assets is Liberty Bank & Trust 2022 Employee Stock Ownership Plan in LA ($2M, 144 participants).
Which Other plans cover a similar participant headcount to Senior Services of Se Virginia 403(b) Defined Contribution Plan?
Among Other plans in other states, the closest by covered participants is Wheaton Academy 403(b) DC Plan in IL (86 participants, $11M in assets).