401(k) · DOL Form 5500 · 2022
Close Up Foundation 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 155
- Participants Small participant base
- 61st
- Percentile by assets National rank
- $53,753
- Avg per participant Low balance/head
Official DOL plan name: Close Up Foundation 403(b) Retirement Plan · Sponsored by Close Up Foundation · Virginia · Other Services
$8M in assets, 155 participants
Close Up Foundation's Close Up Foundation 403(b) Retirement Plan reported $8M in total assets and 155 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.
- #6,484 in Other Services (8,398 peers)
Coverage in Virginia
Close Up Foundation 403(b) Retirement Plan covers 155 participants in Virginia, about 20% of the average Virginia filer (state average ~782 per filing). Assets: $8M.
- #6,484
- in Other Services (8,398 peers)
- -17.2%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Close Up Foundation 403(b) Retirement Plan's mid-pack asset rank among Other Services and all filers
Close Up Foundation 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,331,638 Top 39% higher than 61% 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
Close Up Foundation 403(b) Retirement Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Close Up Foundation 403(b) Retirement Plan sits mid-pack in the medium band (155 participants).
Published 5500 schedule card
Filing strip 237122882 · Close Up Foundation PY 2022 · 401(k)
Close Up Foundation 403(b) Retirement Plan · $8M · 155 · 61st
- RANK $8M
- RANK 155
- RANK 61st
- RANK 401(k)
- RANK near Concord Coach Lines, Inc. 401(k) Profit Sharing Plan
- RANK ind #6484
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 Other Services retirement plans → · Plans in Virginia →
Close Up Foundation 403(b) Retirement Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$2M |
| Employer EIN | 237122882 |
| Plan Effective Date | 1977-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Close Up Foundation)
Sponsor-wide plan assets over time
All Close Up Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 9.479240456678506% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 155 | $8M |
| 2023 | 1 | 160 | $9M |
| 2024 | 1 | 166 | $9M |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $32.6B · 92,420
- 401(k) Pension Plan $13.0B · 61,481
- General Dynamics Corporation 401(k) Plan 6.0 $9.6B · 36,822
- Leidos, Inc. Retirement Plan $8.7B · 26,125
- Bae Systems Employees' Savings and Investment Plan $8.2B · 31,556
Close Up Foundation 403(b) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Concord Coach Lines, Inc. 401(k) Profit Sharing Plan in NH ($8M); by covered participants it is Convention and Cultural Services, Inc. 401(k) Plan in TX (155 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (155 participants); asset peers above are excluded.
- Convention and Cultural Services, Inc. 401(k) Plan (TX) 155 · 0 off
- Courtyard 401(k) Plan (FL) 155 · 0 off
- E&s International 401(k) Savings Plan & Trust (CA) 155 · 0 off
- Cortec 401(k) Plan (LA) 155 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.