Other · DOL Form 5500 · 2022

Whitman-Walker Clinic, Inc. Retirement Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
290
Participants Below avg headcount
76th
Percentile by assets National rank
$65,464
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#16,098
in Healthcare & Social Assistance (20,060 peers)
-18.6%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

Whitman-Walker Health 403(b) Plan's outsized position 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 $2,050,000,000 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

Whitman-Walker Health 403(b) 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. Whitman-Walker Health 403(b) Plan sits mid-pack in the medium band (290 participants).

Plan-year Form 5500 strip

Filing strip 521122122 · Whitman-Walker Clinic, Inc. PY 2022 · Other

Whitman-Walker Health 403(b) Plan · $19M · 290 · 76th

  • EBSA $19M
  • PART 290
  • TYPE 76th
  • NET Other
  • BOOK near The United Methodist Homes of New Jersey 403(b) Savings and Retirement
  • VS-ST ind #16098

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 Healthcare & Social Assistance retirement plans → · Plans in District of Columbia →

Whitman-Walker Health 403(b) Plan in the asset neighbourhood

The United Methodist Homes of New Jersey 403(b) Savings and RetirementThe United Methodist Homes o…$19M403(b) Thrift Plan of Yeshiva of North Jersey403(b) Thrift Plan of Yeshiv…$19MWhitman-Walker Health 403(b) PlanWhitman-Walker Health 403(b)…$19MInglis Foundation 403(b) Retirement PlanInglis Foundation 403(b) Ret…$19MBonnie Brae Retirement Plan$19M
End-of-year total assets ($M) among Whitman-Walker Health 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

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.)

Sponsor-wide plan assets over time

All Whitman-Walker Clinic, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 33.74004034429605% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $19M $25.4M ▲ +33.8%
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 ($B) Participants Whitman-Walker Health 403(b) Plan, Total assets ($B): 0.018984592 · Participants: 290Whitman-Walker Health 403(b) PlanInt'l Brotherhood of Electrical Workers' Pension Benefit Fund, Total assets ($B): 2.455575793 · Participants: 419935Int'l Brotherhood of Electrical Workers' Pension Benefit FundGeorgetown University Defined Contribution Retirement Plan, Total assets ($B): 1.973536433 · Participants: 4918Georgetown University Defined Contribution Retirement PlanAmerican University Defined Contribution Retirement Plan, Total assets ($B): 1.141643477 · Participants: 2632American University Defined Contribution Retirement PlanHoward University Savings Plan, Total assets ($B): 1.010943324 · Participants: 5159Howard University Savings PlanGeorgetown University Voluntary Contribution Retirement Plan, Total assets ($B): 0.741393379 · Participants: 13020Georgetown University Voluntary Contribution Retirement Plan
Whitman-Walker Health 403(b) Plan vs. nearby Other plans in District of Columbia, assets vs. participants
Compare Whitman-Walker Health 403(b) Plan side-by-side with 3 peers →

Whitman-Walker Health 403(b) Plan's out-of-state Other peers by assets and headcount

Outside District of Columbia, the nearest Other by assets is The United Methodist Homes of New Jersey 403(b) Savings and Retirement in NJ ($19M); by covered participants it is Easter Seals Florida, Inc. 403(b) Plan in FL (290 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (290 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which Other plans cover a similar participant headcount to Whitman-Walker Health 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Easter Seals Florida, Inc. 403(b) Plan in FL (290 participants, $3M in assets).

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) - original filing retrieval by EIN 521122122.

Read our methodology - how this data is sourced, computed, and verified.

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