How big is The Virginia Home's plan?

The Virginia Home's plan reported $10.6M in assets and 263 participants for 2024.

Original filing (PDF)20251013141509NAL0000697251001

The Virginia Home

Name: The Virginia Home — 403(b) Thrift Plan for the, Form 5500 (2024)
Creator: The Virginia Home
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

403(b) Thrift Plan for the Virginia Home Richmond, Virginia

403(b) retirement plan · The Virginia Home's 403(b) Thrift Plan for the Virginia Home Richmond, Virginia held $10.6M in plan assets for 263 participants in 2024, with Principal as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

263

Accounts w/ balance

251

Plan assets (EOY)

$10.6M

Net assets (EOY)

$10.6M

People on this filing

Joseph Fisher signed The Virginia Home's 2024 Form 5500 as plan administrator.

Joseph Fisher — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Virginia Home's EIN is 54-0577900.

EIN 54-0577900

Plan number 002

Plan year 2024

ACK ID 20251013141509NAL0000697251001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Virginia Home from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Virginia Home's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE VIRGINIA HOME.

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How this plan invests

This plan

37 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (15th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Plan sponsor

Name

THE VIRGINIA HOME

EIN

all filings

Address

1101 HAMPTON STREET · RICHMOND, VA · 232206605

Phone

(804) 359-8629

Industry

Health Care & Social Assistance

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

2025-10-13

Pension benefit codes

2F · ERISA section 404(c)

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$39K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS LLC	47-1411118	—	INVESTMENT ADVISORY	$22K	—

Investments

37 direct securities· $10.2M(97% of reported assets)

Other securities

$8.6M

24 holdings

Common Stocks

$985K

1 holding

Common Collective Trusts

$497K

5 holdings

Mutual Funds

$134K

7 holdings

					% of plan
PRIN LIFETIME HYBRID 2035 R6	Other securities	—	$0	$2.5M	24.2%
PRIN LIFETIME HYBRID 2050 R6	Other securities	—	$0	$1.4M	13.2%
PRIN LIFETIME HYBRID 2045 R6	Other securities	—	$0	$1.2M	11.5%
PRIN LIFETIME HYBRID 2040 R6	Other securities	—	$0	$1.2M	11.0%
PRIN LIFETIME HYBRID INC R6	Common Stocks	—	$0	$985K	9.3%
Principal Guaranteed Option	Other securities	—	$0	$500K	4.7%
Vanguard Sm Cap Val Idx Adm Fd	Common Collective Trusts	—	$0	$410K	3.9%
PRIN LIFETIME HYBRID 2015 R6	Other securities	—	$0	$397K	3.8%
PRIN LIFETIME HYBRID 2020 R6	Other securities	—	$0	$378K	3.6%
PRIN LIFETIME HYBRID 2030 R6	Other securities	—	$0	$319K	3.0%
PRIN LIFETIME HYBRID 2025 R6	Other securities	—	$0	$229K	2.2%
Mutual of America 2020 Retirement Fund	Other securities	—	$0	$85K	0.8%
PRIN LIFETIME HYBRID 2065 R6	Other securities	—	$0	$79K	0.7%
Mutual of America 2025 Retirement Fund	Other securities	—	$0	$66K	0.6%
Mutual of America Mid-Term Bond Fund	Other securities	—	$0	$62K	0.6%
Mutual of America Equity Index Fund	Common Collective Trusts	—	$0	$60K	0.6%
Vanguard Mid Cap Index Adm Fd	Mutual Funds	—	$0	$50K	0.5%
Mutual of America 2040 Retirement Fund	Other securities	—	$0	$46K	0.4%
Vanguard Balncd Index Admrl Fd	Mutual Funds	—	$0	$39K	0.4%
Vanguard Explorer Admiral Fund	Mutual Funds	—	$0	$25K	0.2%
Mutual of America Conserv Alloc.	Other securities	—	$0	$24K	0.2%
Fidelity International Idx Fd	Common Collective Trusts	—	$0	$24K	0.2%
Mutual of America Bond Fund	Other securities	—	$0	$23K	0.2%
Baillie Gifford Emg Mkt Eq K	Other securities	—	$0	$18K	0.2%
PRIN LIFETIME HYBRID 2060 R6	Other securities	—	$0	$15K	0.1%
BlackRock Md-Cp Gr Eq K Fd	Other securities	—	$0	$14K	0.1%
PRIN LIFETIME HYBRID 2070 R6	Other securities	—	$0	$12K	0.1%
DFA Real Estate Secs I Fd	Mutual Funds	—	$0	$10K	<0.1%
AMERICAN CENTURY SC GR R6 FD	Other securities	—	$0	$9K	<0.1%
Vanguard Growth Index Adm Fund	Mutual Funds	—	$0	$8K	<0.1%
PRIN LIFETIME HYBRID 2055 R6	Other securities	—	$0	$7K	<0.1%
Vanguard MidCap Val Idx Adm Fd	Common Collective Trusts	—	$0	$1K	<0.1%
JP Morgan Core Plus Bond R6 Fd	Other securities	—	$0	$1K	<0.1%
Vanguard Sm Cap Index Adm Fund	Mutual Funds	—	$0	$1K	<0.1%
Fidelity 500 Index Fund	Common Collective Trusts	—	$0	$1K	<0.1%
Lord Abbett Bd Debenture R6 Fd	Mutual Funds	—	$0	$1K	<0.1%
Mutual of America Interest Accumulation	Other securities	—	$0	$1K	<0.1%