Other · DOL Form 5500 · 2022

Woodberry Forest School Retirement Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
264
Participants Below avg headcount
90th
Percentile by assets National rank
$243,390
Avg per participant Above avg balance/head
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Official DOL plan name: Woodberry Forest School Defined Contribution Retirement Plan · Sponsored by Woodberry Forest School · Virginia · Educational Services

$64M in assets, 264 participants

Woodberry Forest School's Woodberry Forest School Defined Contribution Retirement Plan reported $64M in total assets and 264 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #3,272 in Educational Services (4,024 peers)

Coverage in Virginia

Woodberry Forest School Defined Contribution Retirement Plan covers 264 participants in Virginia, about 34% of the average Virginia filer (state average ~782 per filing). Assets: $64M.

#3,272
in Educational Services (4,024 peers)
+11.7%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Woodberry Forest School Defined Contribution Retirement Plan's outsized position by total assets

Woodberry Forest School Defined Contribution Retirement Plan vs every filed plan by assets

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

$64,254,951 Top 10% higher than 90% 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

Woodberry Forest School Defined Contribution 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. Woodberry Forest School Defined Contribution Retirement Plan sits mid-pack in the medium band (264 participants).

Published 5500 schedule card

Filing strip 540519590 · Woodberry Forest School PY 2022 · Other

Woodberry Forest School Defined Contribution Retirement Plan · $64M · 264 · 90th

  • IND $64M
  • IND 264
  • IND 90th
  • IND Other
  • IND near Simpson College Defined Contribution Retirement Plan
  • IND ind #3272

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 Educational Services retirement plans → · Plans in Virginia →

Woodberry Forest School Defined Contribution Retirement Plan in the asset neighbourhood

California Western School of Law Defined Contribution Retirement PlanCalifornia Western School of…$64MBaylor School DC Plan$64MShady Side Academy Retirement PlanShady Side Academy Retiremen…$64MSimpson College Defined Contribution Retirement PlanSimpson College Defined Cont…$64MWoodberry Forest School Defined Contribution Retirement PlanWoodberry Forest School Defi…$64M
End-of-year total assets ($M) among Woodberry Forest School Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Virginia filing particulars

Total Assets (Beginning of Year)$58M
Net Assets (End of Year)$64M
Net Income$7M
Employer EIN540519590
Plan Effective Date1953-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Woodberry Forest School)

Sponsor-wide plan assets over time

All Woodberry Forest School plans reported in each filing year

Latest sponsor-wide plan assets
$77M 20.303521825111968% vs 2022
2024 filing year
$60M$65M$70M$75M$80M 202220232024 $64.3M $77.3M ▲ +20.3%
Year Plans Participants Total Assets
2022 1 264 $64M
2023 1 258 $74M
2024 1 258 $77M

Nearby Other Plans in Virginia

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

Woodberry Forest School Defined Contribution Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Woodberry Forest School Defined Contribution Retirement Plan, Total assets ($B): 0.064254951 · Participants: 264Woodberry Forest School Defined Contribution Retirement 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
Woodberry Forest School Defined Contribution Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants
Compare Woodberry Forest School Defined Contribution Retirement Plan side-by-side with 3 peers →

Woodberry Forest School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is Simpson College Defined Contribution Retirement Plan in IA ($64M); by covered participants it is Ngm Biopharmaceuticals Matching Plan in CA (264 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (264 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 Woodberry Forest School Defined Contribution Retirement Plan assets move in 2022? ▼
Woodberry Forest School Defined Contribution Retirement Plan grew at a solid clip - up 11.7% during 2022, from $58M to $64M. Reported net income was $7M.
How have Woodberry Forest School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Woodberry Forest School's sponsor-wide assets grew 20.3%, from $64M to $77M.
Where does Woodberry Forest School Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Woodberry Forest School Defined Contribution Retirement Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Woodberry Forest School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Simpson College Defined Contribution Retirement Plan in IA ($64M, 203 participants).
Which Other plans cover a similar participant headcount to Woodberry Forest School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Ngm Biopharmaceuticals Matching Plan in CA (264 participants, N/A 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 540519590.

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.