Other · DOL Form 5500 · 2022

The Conservation Fund Retirement Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
192
Participants Below avg headcount
88th
Percentile by assets National rank
$272,707
Avg per participant High balance/head
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Official DOL plan name: The Conservation Fund Retirement Savings Plan · Sponsored by The Conservation Fund · Virginia · Other Services

$52M in assets, 192 participants

The Conservation Fund's The Conservation Fund Retirement Savings Plan reported $52M in total assets and 192 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,979 in Other Services (8,398 peers)

Coverage in Virginia

The Conservation Fund Retirement Savings Plan covers 192 participants in Virginia, about 25% of the average Virginia filer (state average ~782 per filing). Assets: $52M.

#7,979
in Other Services (8,398 peers)
-19.7%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Conservation Fund Retirement Savings Plan's outsized position by total assets

The Conservation Fund Retirement Savings Plan vs every filed plan by assets

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

$52,359,838 Top 12% higher than 88% 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

The Conservation Fund Retirement Savings 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. The Conservation Fund Retirement Savings Plan sits mid-pack in the medium band (192 participants).

DOL schedule card

Filing strip 521388917 · The Conservation Fund PY 2022 · Other

The Conservation Fund Retirement Savings Plan · $52M · 192 · 88th

  • TYPE $52M
  • TYPE 192
  • TYPE 88th
  • TYPE Other
  • TYPE near Dordt University Defined Contribution Retirement Plan
  • TYPE ind #7979

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 →

The Conservation Fund Retirement Savings Plan in the asset neighbourhood

Manhattan School of Music Retirement Savings PlanManhattan School of Music Re…$52MThe Conservation Fund Retirement Savings PlanThe Conservation Fund Retire…$52MDordt University Defined Contribution Retirement PlanDordt University Defined Con…$52MThe Rivers School Defined Contribution Retirement PlanThe Rivers School Defined Co…$52MOur Lady of the Lake University Defined Contribution Retirement PlanOur Lady of the Lake Univers…$52M
End-of-year total assets ($M) among The Conservation Fund Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Virginia filing particulars

Total Assets (Beginning of Year)$65M
Net Assets (End of Year)$52M
Net Income-$10M
Employer EIN521388917
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Conservation Fund)

Sponsor-wide plan assets over time

All The Conservation Fund plans reported in each filing year

Latest sponsor-wide plan assets
$66M 26.13737269393385% vs 2022
2024 filing year
$50M$55M$60M$65M$70M 202220232024 $52.4M $66.1M ▲ +26.1%
Year Plans Participants Total Assets
2022 1 192 $52M
2023 1 186 $58M
2024 1 194 $66M

Nearby Other Plans in Virginia

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

The Conservation Fund Retirement Savings Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants The Conservation Fund Retirement Savings Plan, Total assets ($B): 0.052359838 · Participants: 192The Conservation Fund Retirement Savings PlanSentara 403(b) Savings Plan, Total assets ($B): 2.728114548 · Participants: 26421Sentara 403(b) Savings PlanThe George Washington University Supplemental Retirement Plan, Total assets ($B): 1.366750632 · Participants: 7903The George Washington University Supplemental Retirement PlanInstitute for Defense Analyses Tax Deferred Annuity Plan, Total assets ($B): 0.719336771 · Participants: 1346Institute for Defense Analyses Tax Deferred Annuity PlanCarilion Clinic 403(b) Retirement Savings Plan, Total assets ($B): 0.596873315 · Participants: 12418Carilion Clinic 403(b) Retirement Savings PlanCentra Health Matching Tax Deferred Savings Plan, Total assets ($B): 0.594755458 · Participants: 6854Centra Health Matching Tax Deferred Savings Plan
The Conservation Fund Retirement Savings Plan vs. nearby Other plans in Virginia, assets vs. participants
Compare The Conservation Fund Retirement Savings Plan side-by-side with 3 peers →

The Conservation Fund Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is Dordt University Defined Contribution Retirement Plan in IA ($52M); by covered participants it is Youth Home, Inc. 403(b) Plan in AR (192 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (192 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 The Conservation Fund Retirement Savings Plan assets move in 2022? ▼
The Conservation Fund Retirement Savings Plan declined sharply - down 19.7% during 2022, from $65M to $52M. Reported net income was -$10M.
How have The Conservation Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Conservation Fund's sponsor-wide assets grew 26.1%, from $52M to $66M.
Where does The Conservation Fund Retirement Savings Plan rank by assets among Form 5500 filers? ▼
The Conservation Fund Retirement Savings Plan ranks in the 88th 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 The Conservation Fund Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is Dordt University Defined Contribution Retirement Plan in IA ($52M, 275 participants).
Which Other plans cover a similar participant headcount to The Conservation Fund Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Youth Home, Inc. 403(b) Plan in AR (192 participants, $7M 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 521388917.

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.