Other · DOL Form 5500 · 2022
Washington and Lee University Retirement Plan
Data updated 2026-08-11
- $365M
- Total assets
- 1,209
- Participants
- 97th
- Percentile by assets
- $302,153
- Avg per participant
Official DOL plan name: Washington and Lee University Defined Contribution Plan · Sponsored by Washington and Lee University · Virginia · Educational Services
$365M in assets, 1,209 participants
Washington and Lee University's Washington and Lee University Defined Contribution Plan reported $365M in total assets and 1,209 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 139,126 plans)
- #3,858 in Educational Services (4,024 peers)
Where Washington and Lee University Defined Contribution Plan sits by assets
Washington and Lee University Defined Contribution Plan sits in the top 5% of all filed plans by assets, $365M for 1,209 participants (~$302,153/participant), down 13.2% in 2022.
- $365M
- total plan assets (2022 EOY)
- 1,209
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $302,153
- avg assets per participant
The plan reported a net loss of $56M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Washington and Lee University Defined Contribution Plan vs the 2022 asset distribution
By assets, Washington and Lee University Defined Contribution Plan outranks 97% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 3.7x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $421M |
|---|---|
| Net Assets (End of Year) | $365M |
| Net Income | -$56M |
| Employer EIN | 540505977 |
| Plan Effective Date | 1975-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Washington and Lee University)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,209 | $365M |
| 2023 | 1 | 1,288 | $408M |
| 2024 | 1 | 1,079 | $437M |
Nearby Other Plans in Virginia
Peer Other plans, same state, same plan type, ranked by total assets.
Washington and Lee University Defined Contribution Plan vs. nearby Other plans in Virginia, assets vs. participants
- Sentara 403(b) Savings Plan $2.7B · 26,421
- The George Washington University Supplemental Retirement Plan $1.4B · 7,903
- Institute for Defense Analyses Tax Deferred Annuity Plan $719M · 1,346
- Carilion Clinic 403(b) Retirement Savings Plan $597M · 12,418
- Centra Health Matching Tax Deferred Savings Plan $595M · 6,854
Similar-Sized Other Plans Nationally
Other plans in other states closest to Washington and Lee University Defined Contribution Plan by total assets, not by location.
- Mount Holyoke College Defined Contribution Retirement Plan (MA) $364M · 1,399
- The University of Tulsa Defined Contribution Retirement Plan (OK) $368M · 1,164
- Loyola University Maryland Retirement Plan (MD) $362M · 1,385
- Stevens Institute of Technology Defined Contributi (NJ) $369M · 1,235
Frequently Asked Questions
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Ways to act on Washington and Lee University Defined Contribution Plan's numbers.
- By total assets, Washington and Lee University Defined Contribution Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Virginia. Compare plans
- Washington and Lee University's sponsor-wide assets have grown 19.6% since 2022 across 3 plan years on file. More Educational Services plans