Other · DOL Form 5500 · 2023

Robert W. Woodruff Foundation, Inc. Retirement Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
110
Participants Small participant base
79th
Percentile by assets National rank
$270,607
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The New Foundations Retirement Plan · Sponsored by Robert W. Woodruff Foundation, Inc. · Georgia · Other Services

$30M in assets, 110 participants

Robert W. Woodruff Foundation, Inc.'s The New Foundations Retirement Plan reported $30M in total assets and 110 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #7,033 in Other Services (7,857 peers)

Coverage in Georgia

The New Foundations Retirement Plan covers 110 participants in Georgia, about 10% of the average Georgia filer (state average ~1,096 per filing). Assets: $30M.

#7,033
in Other Services (7,857 peers)
+10.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The New Foundations Retirement Plan's outsized position by total assets

The New Foundations Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$29,766,773 Top 21% higher than 79% of 127,068 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 2023

The New Foundations Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The New Foundations Retirement Plan sits mid-pack in the medium band (110 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The New Foundations Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • The New Foundations Retirement Plan end-of-year assets rose from $27M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • The New Foundations Retirement Plan reported participants rose from 101 in the plan year 2022 filing to 110 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 581695425 · Robert W. Woodruff Foundation, Inc. PY 2023 · Other

The New Foundations Retirement Plan · $30M · 110 · 79th

  • BOOK $30M
  • VS-ST 110
  • BOY 79th
  • SCH Other
  • EBSA near Lycee Francais De San Francisco 403(b) DC Plan
  • PART ind #7033

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 Georgia →

The New Foundations Retirement Plan in the asset neighbourhood

Detroit Educational Television Foundation 403(b) PlanDetroit Educational Televisi…$30MLycee Francais De San Francisco 403(b) DC PlanLycee Francais De San Franci…$30MPalmer Trinity School 403(b) DC PlanPalmer Trinity School 403(b)…$30MHarrisburg University of Science & Technology 403(b) PlanHarrisburg University of Sci…$30MThe New Foundations Retirement PlanThe New Foundations Retireme…$30M
End-of-year total assets ($M) among The New Foundations Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$30M
Net Income$3M
Employer EIN581695425
Plan Effective Date1973-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Robert W. Woodruff Foundation, Inc.)

Sponsor-wide plan assets over time

All Robert W. Woodruff Foundation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$33M 21.827224039140564% vs 2022
2024 filing year
$26M$28M$30M$32M$34M 202220232024 $27M $33M ▲ +21.9%
Year Plans Participants Total Assets
2022 1 101 $27M
2023 1 110 $30M
2024 1 111 $33M

Nearby Other Plans in Georgia

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

The New Foundations Retirement Plan vs. nearby Other plans in Georgia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants The New Foundations Retirement Plan, Total assets ($B): 0.029766773 · Participants: 110The New Foundations Retirement PlanWellstar Health System, Inc. Supplemental Retirement Savings Plan, Total assets ($B): 2.089701173 · Participants: 24573Wellstar Health System, Inc. Supplemental Retirement Savings PlanNorthside Hospital 403(b) Retirement Plan, Total assets ($B): 1.509498689 · Participants: 26208Northside Hospital 403(b) Retirement PlanChildrens Healthcare of Atlanta Inc Share Plan, Total assets ($B): 1.264668844 · Participants: 13019Childrens Healthcare of Atlanta Inc Share PlanIBEW Local 613 Defined Contribution Pension Plan, Total assets ($B): 0.670715896 · Participants: 4358IBEW Local 613 Defined Contribution Pension PlanMercer University Defined Contribution Retirement Plan, Total assets ($B): 0.514404788 · Participants: 1898Mercer University Defined Contribution Retirement Plan
The New Foundations Retirement Plan vs. nearby Other plans in Georgia, assets vs. participants
Compare The New Foundations Retirement Plan side-by-side with 3 peers →

The New Foundations Retirement Plan's out-of-state Other peers by assets and headcount

Outside Georgia, the nearest Other by assets is Lycee Francais De San Francisco 403(b) DC Plan in CA ($30M); by covered participants it is Ronald Reagan Presidential Foundation 403(b) DC Plan in CA (110 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (110 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The New Foundations Retirement Plan assets move in 2023? ▼
The New Foundations Retirement Plan grew at a solid clip - up 10.1% during 2023, from $27M to $30M. Reported net income was $3M.
How have Robert W. Woodruff Foundation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robert W. Woodruff Foundation, Inc.'s sponsor-wide assets grew 21.8%, from $27M to $33M.
Where does The New Foundations Retirement Plan rank by assets among Form 5500 filers? ▼
The New Foundations Retirement Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to The New Foundations Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Lycee Francais De San Francisco 403(b) DC Plan in CA ($30M, 129 participants).
Which Other plans cover a similar participant headcount to The New Foundations Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Ronald Reagan Presidential Foundation 403(b) DC Plan in CA (110 participants, $12M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 581695425.

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.