401(k)
2022 plan-year 401(k) DOL Form 5500

Special Olympics, Inc. Retirement Plan

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

Sponsored by Special Olympics, Inc. ยท District of Columbia ยท Healthcare & Social Assistance

What the 2023 filing shows

Special Olympics, Inc. Retirement Plan holds $15M for 195 participants - about $74,452 per participant, down 13.3% over the 2022 plan year.

$15M
total plan assets (2022 EOY)
195
covered participants
$74,452
avg assets per participant
-13.3%
assets change YoY

The plan reported a net loss of $2M for the year โ€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$15M
Participants
195
Industry
Healthcare & Social Assistance

What the Filing Says About Special Olympics, Inc. Retirement Plan

Special Olympics, Inc. Retirement Plan is a 401(k) retirement plan sponsored by Special Olympics, Inc., headquartered in District of Columbia. As of the 2022 Form 5500 filing, the plan reports $15M in total end-of-year assets and covers 195 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 520889518, and the plan has been effective since 1974-05-24. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $17M at the beginning of 2022 to $15M at year-end โ€” a decline of 13.3%. Net assets (after liabilities) closed the year at $15M, with reported net income of $-2,228,730 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 โ€” 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)$17M
Total Assets (End of Year)$15M
Net Assets (End of Year)$15M
Net Income$-2,228,730
Plan Type401(k)
Employer EIN520889518
Plan Effective Date1974-05-24
Filing StatusFILING RECEIVED

Sponsor Plan History (Special Olympics, Inc.)

Year Plans Participants Total Assets
2022 1 195 $15M
2023 1 159 $19M
2024 1 197 $21M

Nearby 401(k) Plans in District of Columbia

Peer 401(k) plans โ€” same state, same plan type โ€” ranked by total assets.

Frequently Asked Questions

How much money is in the Special Olympics, Inc. Retirement Plan?
As of the 2022 Form 5500 filing, Special Olympics, Inc. Retirement Plan holds $15M in total assets with 195 participants. It is sponsored by Special Olympics, Inc..
What type of plan is Special Olympics, Inc. Retirement Plan?
Special Olympics, Inc. Retirement Plan is a 401(k) plan. It has been effective since 1974-05-24. The plan is filed with the U.S. Department of Labor under EIN 520889518.
Who sponsors the Special Olympics, Inc. Retirement Plan?
Special Olympics, Inc. Retirement Plan is sponsored by Special Olympics, Inc., located in District of Columbia. The sponsor's EIN is 520889518 and the plan operates in the Healthcare & Social Assistance industry.
How did Special Olympics, Inc. Retirement Plan perform in 2022?
Special Olympics, Inc. Retirement Plan declined by 13.3% during 2022, moving from $17M to $15M in total assets. Net income was $-2,228,730.
Where can I find official filings for Special Olympics, Inc. Retirement Plan?
Official Form 5500 filings for Special Olympics, Inc. Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 520889518 or plan name at efast.dol.gov.
How does Special Olympics, Inc. Retirement Plan compare to other plans?
You can compare Special Olympics, Inc. Retirement Plan against other 401(k) plans on the plan type page, or view plans in District of Columbia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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) โ€” original filing retrieval by EIN 520889518.

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

Reference: IRS Publication 590-B โ€” 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.