Money Purchase
2022 plan-year Money Purchase DOL Form 5500

The George Washington University Retirement Plan for Faculty and Staff

ERISA Form 5500 plan record drawn from DOL EBSA β€” verify with linked source filings below.

Sponsored by The George Washington University Β· Virginia Β· Educational Services

What the 2023 filing shows

The George Washington University Retirement Plan for Faculty and Staff holds $1.2B for 4,007 participants - about $288,159 per participant, down 14.7% over the 2022 plan year.

$1.2B
total plan assets (2022 EOY)
4,007
covered participants
$288,159
avg assets per participant
-14.7%
assets change YoY

The plan reported a net loss of $199M for the year β€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$1.2B
Participants
4,007
State
Industry
Educational Services

What the Filing Says About The George Washington University Retirement Plan for Faculty and Staff

The George Washington University Retirement Plan for Faculty and Staff is a Money Purchase retirement plan sponsored by The George Washington University, headquartered in Virginia. As of the 2022 Form 5500 filing, the plan reports $1.2B in total end-of-year assets and covers 4,007 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 530196584, and the plan has been effective since 1945-09-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $1.4B at the beginning of 2022 to $1.2B at year-end β€” a decline of 14.7%. Net assets (after liabilities) closed the year at $1.2B, with reported net income of $-199,464,420 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows β€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$1.4B
Total Assets (End of Year)$1.2B
Net Assets (End of Year)$1.2B
Net Income$-199,464,420
Plan TypeMoney Purchase
Employer EIN530196584
Plan Effective Date1945-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The George Washington University)

Year Plans Participants Total Assets
2022 2 11,910 $2.5B
2023 2 11,856 $2.8B
2024 2 12,124 $3.1B

Nearby Money Purchase Plans in Virginia

Peer Money Purchase plans β€” same state, same plan type β€” ranked by total assets.

Frequently Asked Questions

How much money is in the The George Washington University Retirement Plan for Faculty and Staff?
As of the 2022 Form 5500 filing, The George Washington University Retirement Plan for Faculty and Staff holds $1.2B in total assets with 4,007 participants. It is sponsored by The George Washington University.
What type of plan is The George Washington University Retirement Plan for Faculty and Staff?
The George Washington University Retirement Plan for Faculty and Staff is a Money Purchase plan. It has been effective since 1945-09-01. The plan is filed with the U.S. Department of Labor under EIN 530196584.
Who sponsors the The George Washington University Retirement Plan for Faculty and Staff?
The George Washington University Retirement Plan for Faculty and Staff is sponsored by The George Washington University, located in Virginia. The sponsor's EIN is 530196584 and the plan operates in the Educational Services industry.
How did The George Washington University Retirement Plan for Faculty and Staff perform in 2022?
The George Washington University Retirement Plan for Faculty and Staff declined by 14.7% during 2022, moving from $1.4B to $1.2B in total assets. Net income was $-199,464,420.
Where can I find official filings for The George Washington University Retirement Plan for Faculty and Staff?
Official Form 5500 filings for The George Washington University Retirement Plan for Faculty and Staff are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 530196584 or plan name at efast.dol.gov.
How does The George Washington University Retirement Plan for Faculty and Staff compare to other plans?
You can compare The George Washington University Retirement Plan for Faculty and Staff against other Money Purchase plans on the plan type page, or view plans in Virginia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) β€” original filing retrieval by EIN 530196584.

Reference: IRS Publication 560 β€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B β€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.