$129M across 14 plans
According to DOL Form 5500 filings (plan year 2024), Virgin Islands has 14 employer-sponsored retirement plans holding $129M in total assets for 1,461 participants, ranking 54th nationally by plan assets, with 64% structured as 401(k)s and an average of $9M per plan.
- 54th nationally by plan assets
- 64% 401(k) plans
The state in one line
Virgin Islands hosts 14 employer-sponsored retirement plans holding $129M for 1,461 participants, the 54th-largest state by plan assets.
- $129M
- total plan assets
- 14
- employer plans
- $88,240
- avg assets per participant
- 64%
- of plans are 401(k)s
What the Form 5500 Data Shows for Virgin Islands
Virgin Islands: 14 employer-sponsored plans
(9 401(k)), $129M aggregate assets,
1,461 participants.
Average plan: $9M; largest is Virgin Islands Telephone Corporation Pension Plan for Hourly Employees at $39M.
Leading sector by assets: Information & Media (47%). These figures aggregate the 14 Form 5500 filings Virgin Islands sponsors submitted for plan year 2024, counted by sponsor headquarters rather than participant residence; a plan administered in Virgin Islands can cover workers across several states, and the methodology page details that HQ-vs-residence distinction.
DOL Form 5500 methodology + HQ-vs-residence caveats →
Virgin Islands Telephone Corporation Pension Plan for Hourly Employees accounts for 29.9% of all Virgin Islands retirement plan assets
That dominant concentration means Virgin Islands-wide averages can mask substantial variation outside the dominant entity. Dtr Holdings, LLC sponsors the filing; drill into the plan page for schedules and audit detail. When one entity dominates a region's footprint, its programmatic and budget decisions effectively set policy for a majority of participants counted in this state total.
DOL Form 5500 plan year 2024
Information & Media leads Virgin Islands plan assets (47%)
Among plans headquartered here, Information & Media accounts for $61M across 2 filings, ahead of Utilities at $19M. Sector mix is a Form 5500-derived signal: it reflects where sponsors file from, not where every participant lives.
DOL Form 5500 plan year 2024
Virgin Islands still carries a measurable defined-benefit footprint
2 defined-benefit / pension filings (14% of plans here) hold $61M. That share is high enough to keep pension-vs-401(k) comparisons useful for this state, not just national averages.
DOL Form 5500 plan year 2024
Where Virgin Islands sits in the Form 5500 corpus
Virgin Islands is a smaller Form 5500 host by plan assets (#54 of 56). A single large sponsor can move the state total; read the largest-plan share before treating the average as typical.
DOL Form 5500 plan year 2024
Source: U.S. Department of Labor, EBSA Form 5500 public disclosure dataset. Shows the top 25 plans by total assets headquartered in Virgin Islands, out of 130,145 ERISA-covered plans nationally. Plan year 2024.
Source: DOL EFAST2 filing system (efast.dol.gov) - state is the plan sponsor's headquarters state as recorded on the Form 5500 filing.