Other · DOL Form 5500 · 2022

Whitman-Walker Clinic, Inc. Retirement Plan

Data updated 2026-08-11

$19M
Total assets
290
Participants
76th
Percentile by assets
$65,464
Avg per participant
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Official DOL plan name: Whitman-Walker Health 403(b) Plan · Sponsored by Whitman-Walker Clinic, Inc. · District of Columbia · Healthcare & Social Assistance

$19M in assets, 290 participants

Whitman-Walker Clinic, Inc.'s Whitman-Walker Health 403(b) Plan reported $19M in total assets and 290 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • 76th percentile by assets (of 139,126 plans)
  • #16,098 in Healthcare & Social Assistance (20,060 peers)

Coverage in District of Columbia

Whitman-Walker Health 403(b) Plan covers 290 participants in District of Columbia, about 20% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $19M.

$19M
total plan assets (2022 EOY)
290
covered participants
76th
percentile by assets (of 139,126 plans)
$65,464
avg assets per participant

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Whitman-Walker Health 403(b) Plan sits by total assets

Whitman-Walker Health 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$18,984,592 Top 24% higher than 76% of 139,123 filed plans

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Participants vs District of Columbia filers

In District of Columbia, the average filing covers about 1,456 participants across 881 plans. Whitman-Walker Health 403(b) Plan reports 290 participants - about 20% of that state average ($19M EOY assets).

District of Columbia filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$19M
Net Income-$4M
Employer EIN521122122
Plan Effective Date1991-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Whitman-Walker Clinic, Inc.)

$18M$20M$22M$24M$26M$28M 202220232024 $19M $25.4M ▲ +33.8%
Total plan assets by year, all Whitman-Walker Clinic, Inc. plans on file
Year Plans Participants Total Assets
2022 1 290 $19M
2023 1 303 $22M
2024 1 323 $25M

Nearby Other Plans in District of Columbia

Peer Other plans, same state, same plan type, ranked by total assets.

Whitman-Walker Health 403(b) Plan vs. nearby Other plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -10123 Total assets ($B) Participants Whitman-Walker Healt…, Total assets ($B): 0.018984592 · Participants: 290Whitman-Walker Healt…Int'l Brotherhood of…, Total assets ($B): 2.455575793 · Participants: 419935Int'l Brotherhood of…Georgetown Universit…, Total assets ($B): 1.973536433 · Participants: 4918Georgetown Universit…American University …, Total assets ($B): 1.141643477 · Participants: 2632American University …Howard University Sa…, Total assets ($B): 1.010943324 · Participants: 5159Howard University Sa…Georgetown Universit…, Total assets ($B): 0.741393379 · Participants: 13020Georgetown Universit…
Whitman-Walker Health 403(b) Plan vs. nearby Other plans in District of Columbia, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Whitman-Walker Health 403(b) Plan by total assets, not by location.

Frequently Asked Questions

How did Whitman-Walker Health 403(b) Plan assets move in 2022?
Whitman-Walker Health 403(b) Plan declined sharply - down 18.6% during 2022, from $23M to $19M. Reported net income was -$4M.
How have Whitman-Walker Clinic, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Whitman-Walker Clinic, Inc.'s sponsor-wide assets grew 33.7%, from $19M to $25M.
Where does Whitman-Walker Health 403(b) Plan rank by assets among Form 5500 filers?
Whitman-Walker Health 403(b) Plan ranks in the 76th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Whitman-Walker Health 403(b) Plan?
Among Other plans in other states, the closest by assets is The United Methodist Homes of New Jersey 403(b) Savings and Retirement in NJ ($19M, 945 participants).

Filing takeaways

Ways to act on Whitman-Walker Health 403(b) Plan's numbers.