· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
THE VMI FOUNDATION — THE VMI AFFILIATED ORGANIZATIONS TAX SHELTERED ANNUITY PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250221094253NAL0010148688001
THE VMI FOUNDATION
Form 5500-SF
FILING_RECEIVED
THE VMI AFFILIATED ORGANIZATIONS TAX SHELTERED ANNUITY PLAN
403(b) retirement plan
Active participants
42
Accounts w/ balance
49
Plan assets (EOY)
$12.5M
Net assets (EOY)
$12.5M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
THE VMI FOUNDATION
.
Find decision makers
Plan sponsor
Name
THE VMI FOUNDATION
EIN
54-0505966
Address
PO BOX 932 · LEXINGTON, VA · 244500932
Phone
(540) 464-7383
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-02-21
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
NEW YORK CITY CRIMINAL JUSTICE AGENCY, INC.
NEW YORK CITY CRIMINAL JUSTICE AGENCY PENSION PLAN
$12.5M · 145 participants
FIRST CATHOLIC SLOVAK UNION OF THE U.S.A. AND CANADA
EMPLOYEES PENSION FUND OF THE FIRST CATHOLIC SLOVAK UNION OF THE USA & CANADA
$12.5M · 15 participants
NATIONAL PRESS CLUB OF WASHINGTON, D.C.
NATIONAL PRESS CLUB 401(K) PLAN
$12.4M · 45 participants
NAVY-MARINE CORPS RELIEF SOCIETY
NAVY-MARINE CORPS RELIEF SOCIETY 401(K) SAVINGS PLAN
$12.5M · 178 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
NATIONAL EXPERIENCED WORKFORCE
NATIONAL EXPERIENCED WORKFORCE SOLUTIONS INC. 401K PLAN
$12.5M · 80 participants
NORTHWOOD CHILDREN'S HOME SOCIETY, INC.
NORTHWOOD CHILDREN'S HOME SOCIETY, INC. 403(B) TAX SHELTERED ANNUITY PLAN
$12.5M · 240 participants
Large plans in Virginia
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN PENSION PLAN
$18.8B · 11,507 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
NORTHROP GRUMMAN CORPORATION
NG DB MT FIXED INCOME FUND
$13.0B
