Defined Benefit (Pension) · DOL Form 5500 · 2022
The Colonial Williamsburg Foundation Pension Plan
Data updated 2026-08-11
- $302M
- Total assets
- 1,108
- Participants
- 97th
- Percentile by assets
- $272,242
- Avg per participant
Official DOL plan name: The Retirement Income Plan for Employees of the Colonial Williamsburg Foundation · Sponsored by The Colonial Williamsburg Foundation · Virginia · Arts, Entertainment & Recreation
$302M in assets, 1,108 participants
The Colonial Williamsburg Foundation's The Retirement Income Plan for Employees of the Colonial Williamsburg Foundation reported $302M in total assets and 1,108 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)
- #3,045 in Arts, Entertainment & Recreation (3,077 peers)
Where The Retirement Income Plan for Employees of the Colonial Williamsburg Foundation sits by assets
The Retirement Income Plan for Employees of the Colonial Williamsburg Foundation sits in the top 5% of all filed plans by assets, $302M for 1,108 participants (~$272,242/participant), down 22.0% in 2022.
- $302M
- total plan assets (2022 EOY)
- 1,108
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $272,242
- avg assets per participant
The plan reported a net loss of $85M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Retirement Income Plan for Employees of the Colonial Williamsburg Foundation vs the 2022 asset distribution
By assets, The Retirement Income Plan for Employees of the Colonial Williamsburg Foundation outranks 97% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 3.0x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $387M |
|---|---|
| Net Assets (End of Year) | $302M |
| Net Income | -$85M |
| Employer EIN | 540505888 |
| Plan Effective Date | 1958-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Colonial Williamsburg Foundation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,461 | $380M |
| 2023 | 2 | 2,569 | $383M |
| 2024 | 2 | 2,613 | $361M |
Nearby Defined Benefit (Pension) Plans in Virginia
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
The Retirement Income Plan for Employees of the Colonial Williamsburg Foundation vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants
- Northrop Grumman Pension Plan $18.3B · 14,867
- Retirement Security Plan $9.4B · 54,531
- Ng Space&mission Systems Corp Salaried Pension Pla $8.1B · 7,799
- Dominion Energy Pension Plan $7.3B · 12,832
- Sheet Metal Workers' National Pension Fund $7.2B · 61,068
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to The Retirement Income Plan for Employees of the Colonial Williamsburg Foundation by total assets, not by location.
- Dex Pension Plan (TX) $302M · 465
- Employees' Retirement Plan of Newyork-Presbyterian Westchester Hospital (NY) $301M · 1,036
- Unity Health System Retirement Plan (NY) $301M · 3,842
- Retirement Plan for Employees of Intermountain Power Service Corporation (UT) $301M · 342
Frequently Asked Questions
How did The Retirement Income Plan for Employees of the Colonial Williamsburg Foundation assets move in 2022? ▼
How have The Colonial Williamsburg Foundation plan assets changed over time? ▼
Where does The Retirement Income Plan for Employees of the Colonial Williamsburg Foundation rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to The Retirement Income Plan for Employees of the Colonial Williamsburg Foundation? ▼
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Ways to act on The Retirement Income Plan for Employees of the Colonial Williamsburg Foundation's numbers.
- By total assets, The Retirement Income Plan for Employees of the Colonial Williamsburg Foundation ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Virginia. Compare plans
- The Colonial Williamsburg Foundation's sponsor-wide assets have declined 5.1% since 2022 across 3 plan years on file. More Arts, Entertainment & Recreation plans