Other · DOL Form 5500 · 2022
Washington and Lee University Retirement Plan
Data updated 2026-08-25
- $365M
- Total assets Above avg plan size
- 1,209
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $302,153
- Avg per participant High balance/head
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.
- #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.
- #3,858
- in Educational Services (4,024 peers)
- -13.2%
- assets change YoY
- 3.7×
- vs typical plan assets (national mean)
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's outsized position by total assets
Washington and Lee University Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$365,303,204 Top 3% higher than 97% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Washington and Lee University Defined Contribution Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Washington and Lee University Defined Contribution Plan lands in the large band (1,209 participants).
EBSA filing schedule strip
Filing strip 540505977 · Washington and Lee University PY 2022 · Other
Washington and Lee University Defined Contribution Plan · $365M · 1,209 · 97th
- EBSA $365M
- PART 1,209
- TYPE 97th
- NET Other
- BOOK near Mount Holyoke College Defined Contribution Retirement Plan
- VS-ST ind #3858
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in Virginia →
Washington and Lee University Defined Contribution Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Washington and Lee University plans reported in each filing year
- Latest sponsor-wide plan assets
- $437M 19.593839916060524% vs 2022
- 2024 filing year
| 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.
- 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
Washington and Lee University Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside Virginia, the nearest Other by assets is Mount Holyoke College Defined Contribution Retirement Plan in MA ($364M); by covered participants it is Healthright 360 403(b) Retirement Plan in CA (1,209 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($365M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,209 participants); asset peers above are excluded.
- Healthright 360 403(b) Retirement Plan (CA) 1,209 · 0 off
- Sri International Retirement Savings Plan (CA) 1,207 · 2 off
- Burke Rehabilitation Hospital 403(b) Plan (NY) 1,213 · 4 off
- Western University of Health Sciences 403(b) Plan (CA) 1,205 · 4 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.