Back to filter
Original filing (PDF)20251020085510NAL0000417635001
HAMPTON UNIVERSITY
Form 5500
FILING_RECEIVED
HAMPTON UNIVERSITY TAX DEFERRED ANNUITY PLAN
403(b) retirement plan
Active participants
60
Accounts w/ balance
176
Plan assets (EOY)
$10.8M
Net assets (EOY)
$10.8M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
100
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HAMPTON UNIVERSITY.
Plan sponsor
Name
HAMPTON UNIVERSITY
EIN
54-0505990
Address
200 WILLIAM R HARVEY WAY · HAMPTON, VA · 236680000
Phone
(757) 727-5213
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-20
Pension benefit codes
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
KPMG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
28 direct securities · 1 pooled fund· $10.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$10.5M
28 holdings
Pooled Separate Account
$336K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA * TIAA Traditional Annuity – Benefit Responsive — | — | — | — | $2.6M | 24.3% | |
| CREF * CREF Stock | — | — | $2K | $1.8M | 16.2% | |
| CREF * CREF Growth | — | — | $2K | $1.1M | 10.4% | |
| CREF * CREF Global Equities | — | — | $3K | $927K | 8.6% | |
| CREF * CREF Equity Index | — | — | $2K | $914K | 8.4% | |
| TIAA-CREF * TIAA-CREF International Equity-Retirement | — | — | $27K | $376K | 3.5% | |
| TIAA-CREF * TIAA-CREF Lifecycle 2035-Retirement | — | — | $22K | $351K | 3.2% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $336K | 3.1% | |
| TIAA-CREF * TIAA-CREF Large-Cap Value-Retirement | — | — | $15K | $325K | 3.0% | |
| CREF * CREF Social Choice 850 | — | — | — | $312K | 2.9% | |
| CREF * CREF Bond Market | — | — | $2K | $295K | 2.7% | |
| TIAA-CREF * TIAA-CREF Small-Cap Equity-Retirement | — | — | $13K | $232K | 2.1% | |
| TIAA-CREF * TIAA-CREF Mid-Cap Value-Retirement | — | — | $13K | $222K | 2.0% | |
| TIAA-CREF * TIAA-CREF Lifecycle 2030-Retirement | — | — | $12K | $187K | 1.7% | |
| TIAA-CREF * TIAA-CREF Lifecycle 2045-Retirement | — | — | $11K | $151K | 1.4% | |
| CREF * CREF Inflation-Linked Bond | — | — | $2K | $145K | 1.3% | |
| TIAA-CREF * TIAA-CREF Lifecycle 2025-Retirement | — | — | $8K | $116K | 1.1% | |
| TIAA-CREF * TIAA-CREF Lifecycle 2040-Retirement | — | — | $6K | $96K | 0.9% | |
| CREF * CREF Money Market | — | — | $3K | $80K | 0.7% | |
| TIAA * TIAA Traditional Annuity – Non-Benefit Responsive — | — | — | — | $67K | 0.6% | |
| TIAA-CREF * TIAA-CREF Lifecycle 2050-Retirement | — | — | $5K | $65K | 0.6% | |
| TIAA-CREF * TIAA-CREF Lifecycle 2060-Retirement 620 TIAA-CREF * TIAA-CREF Mid-Cap Growth-Retirement | — | — | $2K | $43K | 0.4% | |
| Participant loans * Participant loans with interest rates of 4.25%-9.50% — | — | — | — | $18K | 0.2% | |
| TIAA-CREF * TIAA-CREF Lifecycle 2010-Retirement | — | — | $1K | $14K | 0.1% | |
| TIAA-CREF * TIAA-CREF Growth & Income-Retirement 878 | — | — | — | $14K | 0.1% | |
| TIAA-CREF * TIAA-CREF Lifecycle 2055-Retirement 698 | — | — | — | $12K | 0.1% | |
| TIAA-CREF * TIAA-CREF Lifecycle 2020-Retirement 548 | — | — | — | $7K | <0.1% | |
| TIAA-CREF * TIAA-CREF Lifecycle Retirement Income Retirement 465 | — | — | — | $5K | <0.1% | |
| TIAA-CREF * TIAA-CREF Lifecycle 2015-Retirement 376 | — | — | — | $5K | <0.1% |
Related plans
Similar-size Educational Services plans
LEARNING POLICY INSTITUTE
LEARNING POLICY INSTITUTE 403(B) RETIREMENT PLAN
$10.8M · 61 participants
THE AMERICAN COLLEGE
THE PENSION PLAN FOR THE EMPLOYEES OF THE AMERICAN COLLEGE
$10.8M · 7 participants
WEST SIDE MONTESSORI SCHOOL
WEST SIDE MONTESSORI SCHOOL 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN
$10.8M · 86 participants
MARIN HORIZON SCHOOL
MARIN HORIZON SCHOOL 403(B) DC PLAN
$10.8M · 106 participants
SANTA BARBARA MIDDLE SCHOOL
SANTA BARBARA MIDDLE SCHOOL 403(B) PLAN
$10.8M · 58 participants
OJAI VALLEY SCHOOL, INC.
OJAI VALLEY SCHOOL, INC. PROFIT SHARING PLAN
$10.9M · 137 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