Defined Benefit (Pension) · DOL Form 5500 · 2022
The Colonial Williamsburg Foundation Pension Plan
Data updated 2026-08-25
- $302M
- Total assets Above avg plan size
- 1,108
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $272,242
- Avg per participant High balance/head
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.
- #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.
- #3,045
- in Arts, Entertainment & Recreation (3,077 peers)
- -22.0%
- assets change YoY
- 3.0×
- vs typical plan assets (national mean)
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's outsized position by total assets
The Retirement Income Plan for Employees of the Colonial Williamsburg Foundation vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$301,644,620 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
The Retirement Income Plan for Employees of the Colonial Williamsburg Foundation'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. The Retirement Income Plan for Employees of the Colonial Williamsburg Foundation lands in the large band (1,108 participants).
DOL schedule card
Filing strip 540505888 · The Colonial Williamsburg Foundation PY 2022 · Defined Benefit (Pension)
The Retirement Income Plan for Employees of the Colonial Williamsburg Foundation · $302M · 1,108 · 97th
- EIN $302M
- EIN 1,108
- EIN 97th
- EIN Defined Benefit (Pension)
- EIN near Dex Pension Plan
- EIN ind #3045
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 Arts, Entertainment & Recreation retirement plans → · Plans in Virginia →
The Retirement Income Plan for Employees of the Colonial Williamsburg Foundation in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All The Colonial Williamsburg Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $361M 5.052652905609658% vs 2022
- 2024 filing year
| 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.
- 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
The Retirement Income Plan for Employees of the Colonial Williamsburg Foundation's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Virginia, the nearest Defined Benefit (Pension) by assets is Dex Pension Plan in TX ($302M); by covered participants it is Transportation Communications Intl Union Pension in IL (1,108 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($302M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,108 participants); asset peers above are excluded.
- Transportation Communications Intl Union Pension (IL) 1,108 · 0 off
- Ideal Industries, Inc. Retirement Plan (IL) 1,107 · 1 off
- Sdc-League Pension Fund (NY) 1,110 · 2 off
- Lockheed Martin Corporation Pension Plan for Employees in Participating Bargaining Units (MD) 1,111 · 3 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.