Other · DOL Form 5500 · 2022

Consortium for Oceanleadership Retirement Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
40
Participants Small participant base
80th
Percentile by assets National rank
$617,912
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: Consortium for Oceannleadership, Inc 403b Plan · Sponsored by Consortium for Oceanleadership · District of Columbia · Professional & Technical Services

$25M in assets, 40 participants

Consortium for Oceanleadership's Consortium for Oceannleadership, Inc 403b Plan reported $25M in total assets and 40 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #17,416 in Professional & Technical Services (21,562 peers)

Where Consortium for Oceannleadership, Inc 403b Plan sits by assets

Consortium for Oceannleadership, Inc 403b Plan sits in the top quartile of all filed plans by assets, $25M for 40 participants (~$617,912/participant), down 24.3% in 2022.

#17,416
in Professional & Technical Services (21,562 peers)
-24.3%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Consortium for Oceannleadership, Inc 403b Plan's outsized position by total assets

Consortium for Oceannleadership, Inc 403b Plan vs every filed plan by assets

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

$24,716,482 Top 20% higher than 80% 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

Consortium for Oceannleadership, Inc 403b Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Consortium for Oceannleadership, Inc 403b Plan is a small filing (40 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 521892964 · Consortium for Oceanleadership PY 2022 · Other

Consortium for Oceannleadership, Inc 403b Plan · $25M · 40 · 80th

  • ASSETS $25M
  • PCT 40
  • EIN 80th
  • RANK Other
  • PHOTO near 403(b) Thrift Plan of Achieva
  • IND ind #17416

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 Professional & Technical Services retirement plans → · Plans in District of Columbia →

Consortium for Oceannleadership, Inc 403b Plan in the asset neighbourhood

Consortium for Oceannleadership, Inc 403b PlanConsortium for Oceannleaders…$25M403(b) Thrift Plan of Achieva$25MHospital & Medical Foundation of Paris, Inc. Tax Deferred Annuity PlanHospital & Medical Foundatio…$25MClarke Schools Retirement PlanClarke Schools Retirement Pl…$25MMystic Seaport Museum DC Retirement PlanMystic Seaport Museum DC Ret…$25M
End-of-year total assets ($M) among Consortium for Oceannleadership, Inc 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$25M
Net Income-$8M
Employer EIN521892964
Plan Effective Date2000-10-01
Filing StatusFILING RECEIVED

Nearby Other Plans in District of Columbia

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

Consortium for Oceannleadership, Inc 403b Plan vs. nearby Other plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -10123 Total assets ($B) Participants Consortium for Oceannleadership, Inc 403b Plan, Total assets ($B): 0.024716482 · Participants: 40Consortium for Oceannleadership, Inc 403b PlanInt'l Brotherhood of Electrical Workers' Pension Benefit Fund, Total assets ($B): 2.455575793 · Participants: 419935Int'l Brotherhood of Electrical Workers' Pension Benefit FundGeorgetown University Defined Contribution Retirement Plan, Total assets ($B): 1.973536433 · Participants: 4918Georgetown University Defined Contribution Retirement PlanAmerican University Defined Contribution Retirement Plan, Total assets ($B): 1.141643477 · Participants: 2632American University Defined Contribution Retirement PlanHoward University Savings Plan, Total assets ($B): 1.010943324 · Participants: 5159Howard University Savings PlanGeorgetown University Voluntary Contribution Retirement Plan, Total assets ($B): 0.741393379 · Participants: 13020Georgetown University Voluntary Contribution Retirement Plan
Consortium for Oceannleadership, Inc 403b Plan vs. nearby Other plans in District of Columbia, assets vs. participants
Compare Consortium for Oceannleadership, Inc 403b Plan side-by-side with 3 peers →

Consortium for Oceannleadership, Inc 403b Plan's out-of-state Other peers by assets and headcount

Outside District of Columbia, the nearest Other by assets is 403(b) Thrift Plan of Achieva in PA ($25M); by covered participants it is Harbor Country Day School 403(b) DC Plan in NY (40 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (40 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 Consortium for Oceannleadership, Inc 403b Plan assets move in 2022? ▼
Consortium for Oceannleadership, Inc 403b Plan declined sharply - down 24.3% during 2022, from $33M to $25M. Reported net income was -$8M.
Where does Consortium for Oceannleadership, Inc 403b Plan rank by assets among Form 5500 filers? ▼
Consortium for Oceannleadership, Inc 403b Plan ranks in the 80th 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 Consortium for Oceannleadership, Inc 403b Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of Achieva in PA ($25M, 513 participants).
Which Other plans cover a similar participant headcount to Consortium for Oceannleadership, Inc 403b Plan? ▼
Among Other plans in other states, the closest by covered participants is Harbor Country Day School 403(b) DC Plan in NY (40 participants, $3M 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 521892964.

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.