Other · DOL Form 5500 · 2022
Trout Unlimited, Inc. Retirement Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 265
- Participants Below avg headcount
- 82nd
- Percentile by assets National rank
- $106,284
- Avg per participant Below avg balance/head
Official DOL plan name: Trout Unlimited Section 403(b) Retirement Plan · Sponsored by Trout Unlimited, Inc. · Virginia · Other Services
$28M in assets, 265 participants
Trout Unlimited, Inc.'s Trout Unlimited Section 403(b) Retirement Plan reported $28M in total assets and 265 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.
- #7,641 in Other Services (8,398 peers)
Coverage in Virginia
Trout Unlimited Section 403(b) Retirement Plan covers 265 participants in Virginia, about 34% of the average Virginia filer (state average ~782 per filing). Assets: $28M.
- #7,641
- in Other Services (8,398 peers)
- -14.2%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Trout Unlimited Section 403(b) Retirement Plan's outsized position by total assets
Trout Unlimited Section 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$28,165,186 Top 18% higher than 82% 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
Trout Unlimited Section 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. Trout Unlimited Section 403(b) Retirement Plan sits mid-pack in the medium band (265 participants).
Published 5500 schedule card
Filing strip 381612715 · Trout Unlimited, Inc. PY 2022 · Other
Trout Unlimited Section 403(b) Retirement Plan · $28M · 265 · 82nd
- EBSA $28M
- PART 265
- TYPE 82nd
- NET Other
- BOOK near Westminster College 403(b) Retirement Account
- VS-ST ind #7641
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 →
Trout Unlimited Section 403(b) Retirement Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | -$5M |
| Employer EIN | 381612715 |
| Plan Effective Date | 2008-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trout Unlimited, Inc.)
Sponsor-wide plan assets over time
All Trout Unlimited, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $41M 46.96328296926568% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 265 | $28M |
| 2023 | 1 | 288 | $35M |
| 2024 | 1 | 330 | $41M |
Nearby Other Plans in Virginia
Peer Other plans, same state, same plan type, ranked by total assets.
- Sentara 403(b) Savings Plan $2.7B · 26,421
- The George Washington University Supplemental Retirement Plan $1.4B · 7,903
- Institute for Defense Analyses Tax Deferred Annuity Plan $719M · 1,346
- Carilion Clinic 403(b) Retirement Savings Plan $597M · 12,418
- Centra Health Matching Tax Deferred Savings Plan $595M · 6,854
Trout Unlimited Section 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Virginia, the nearest Other by assets is Westminster College 403(b) Retirement Account in MO ($28M); by covered participants it is Tiffin University DC Plan in OH (265 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
Similar participant headcount
Nearest other-state filings by covered participants (265 participants); asset peers above are excluded.
- Tiffin University DC Plan (OH) 265 · 0 off
- University of Health Sciences and Pharmacy in St. Louis Defined Contribution Plan (MO) 265 · 0 off
- Soapy Joe's 401(k) Plan (CA) 265 · 0 off
- Evergreen Center, Inc. Tax Deferred Annuity (Tda) Plan (MA) 265 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.