Defined Benefit (Pension) ยท DOL Form 5500 ยท 2022

Retirement Plan for National Office and Field Staff Employees of the March of Dimes Foundation

ERISA Form 5500 plan record drawn from DOL EBSA, verify with linked source filings below.

$90M
Total assets
67
Participants
87th
Percentile by assets

Sponsored by March of Dimes Inc. ยท Virginia ยท Other Services

What the 2022 filing shows

Retirement Plan for National Office and Field Staff Employees of the March of Dimes Foundation holds $90M for 67 participants - about $1.3M per participant, in the top quartile of all filed plans by assets, down 31.6% over the 2022 plan year.

$90M
total plan assets (2022 EOY)
67
covered participants
87th
percentile by assets (of 84,055 plans)
$1.3M
avg assets per participant

The plan reported a net loss of $42M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$90M
Participants
67
State
Industry
Other Services

What the Filing Says About Retirement Plan for National Office and Field Staff Employees of the March of Dimes Foundation

Retirement Plan for National Office and Field Staff Employees of the March of Dimes Foundation is a Defined Benefit (Pension) retirement plan sponsored by March of Dimes Inc., headquartered in Virginia. As of the 2022 Form 5500 filing, the plan reports $90M in total end-of-year assets and covers 67 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 131846366, and the plan has been effective since 1948-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $131M at the beginning of 2022 to $90M at year-end - a decline of 31.6%. Net assets (after liabilities) closed the year at $89M, with reported net income of $-42,369,331 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$131M
Total Assets (End of Year)$90M
Net Assets (End of Year)$89M
Net Income$-42,369,331
Plan TypeDefined Benefit (Pension)
Employer EIN131846366
Plan Effective Date1948-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (March of Dimes Inc.)

Year Plans Participants Total Assets
2022 3 1,235 $158M
2023 3 1,060 $174M
2024 3 784 $179M

Nearby Defined Benefit (Pension) Plans in Virginia

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Frequently Asked Questions

How much money is in the Retirement Plan for National Office and Field Staff Employees of the March of Dimes Foundation?
As of the 2022 Form 5500 filing, Retirement Plan for National Office and Field Staff Employees of the March of Dimes Foundation holds $90M in total assets with 67 participants. It is sponsored by March of Dimes Inc..
What type of plan is Retirement Plan for National Office and Field Staff Employees of the March of Dimes Foundation?
Retirement Plan for National Office and Field Staff Employees of the March of Dimes Foundation is a Defined Benefit (Pension) plan. It has been effective since 1948-01-01. The plan is filed with the U.S. Department of Labor under EIN 131846366.
Who sponsors the Retirement Plan for National Office and Field Staff Employees of the March of Dimes Foundation?
Retirement Plan for National Office and Field Staff Employees of the March of Dimes Foundation is sponsored by March of Dimes Inc., located in Virginia. The sponsor's EIN is 131846366 and the plan operates in the Other Services industry.
How did Retirement Plan for National Office and Field Staff Employees of the March of Dimes Foundation perform in 2022?
Retirement Plan for National Office and Field Staff Employees of the March of Dimes Foundation declined by 31.6% during 2022, moving from $131M to $90M in total assets. Net income was $-42,369,331.
Where can I find official filings for Retirement Plan for National Office and Field Staff Employees of the March of Dimes Foundation?
Official Form 5500 filings for Retirement Plan for National Office and Field Staff Employees of the March of Dimes Foundation are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 131846366 or plan name at efast.dol.gov.
How does Retirement Plan for National Office and Field Staff Employees of the March of Dimes Foundation compare to other plans?
You can compare Retirement Plan for National Office and Field Staff Employees of the March of Dimes Foundation against other Defined Benefit (Pension) plans on the plan type page, or view plans in Virginia on the state page. PlainRetire tracks all 402,674 ERISA-covered retirement plans in the U.S. that filed a Form 5500 for the 2023 plan year.

Explore PlainRetire

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 131846366.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

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