Other · DOL Form 5500 · 2023
American Society for Training and Development Retirement Plan
Data updated 2026-08-25
- $25M
- Total assets Below avg plan size
- 161
- Participants Small participant base
- 77th
- Percentile by assets National rank
- $157,997
- Avg per participant Above avg balance/head
Official DOL plan name: Atd 403(b) Employee Savings Plan · Sponsored by American Society for Training and Development · Virginia · Other Services
$25M in assets, 161 participants
American Society for Training and Development's Atd 403(b) Employee Savings Plan reported $25M in total assets and 161 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.
- #6,910 in Other Services (7,857 peers)
Coverage in Virginia
Atd 403(b) Employee Savings Plan covers 161 participants in Virginia, about 21% of the average Virginia filer (state average ~782 per filing). Assets: $25M.
- #6,910
- in Other Services (7,857 peers)
- +30.1%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Atd 403(b) Employee Savings Plan's outsized position by total assets
Atd 403(b) Employee Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$25,437,496 Top 23% higher than 77% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Atd 403(b) Employee Savings 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. Atd 403(b) Employee Savings Plan sits mid-pack in the medium band (161 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Atd 403(b) Employee Savings Plan reported net income rose from -$4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Atd 403(b) Employee Savings Plan end-of-year assets rose from $20M in the plan year 2022 filing to $25M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 390852310 · American Society for Training and Development PY 2023 · Other
Atd 403(b) Employee Savings Plan · $25M · 161 · 77th
- IND $25M
- IND 161
- IND 77th
- IND Other
- IND near Newman University DC Plan
- IND ind #6910
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 →
Atd 403(b) Employee Savings Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $6M |
| Employer EIN | 390852310 |
| Plan Effective Date | 1984-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (American Society for Training and Development)
Sponsor-wide plan assets over time
All American Society for Training and Development plans reported in each filing year
- Latest sponsor-wide plan assets
- $31M 58.791418130445905% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 161 | $20M |
| 2023 | 1 | 161 | $25M |
| 2024 | 1 | 167 | $31M |
Nearby Other Plans in Virginia
Peer Other plans, same state, same plan type, ranked by total assets.
- Sentara 403(b) Savings Plan $3.3B · 25,806
- The George Washington University Supplemental Retirement Plan $1.5B · 8,047
- Institute for Defense Analyses Tax Deferred Annuity Plan $801M · 1,453
- Carilion Clinic 403(b) Retirement Savings Plan $722M · 12,978
- Centra Health Matching Tax Deferred Savings Plan $670M · 7,141
Atd 403(b) Employee Savings Plan's out-of-state Other peers by assets and headcount
Outside Virginia, the nearest Other by assets is Newman University DC Plan in KS ($25M); by covered participants it is Windward School Defined Contribution Retirement Plan in CA (161 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
- Newman University DC Plan (KS) $25M · 140
- The Andrew W. Mellon Foundation Savings Plan (NY) $25M · 158
- Hillsdale Hospital 403(b) Plan (MI) $25M · 532
- Section 403(b) Retirement Plan for Optimus Health Care, Inc. (CT) $25M · 400
Similar participant headcount
Nearest other-state filings by covered participants (161 participants); asset peers above are excluded.
- Windward School Defined Contribution Retirement Plan (CA) 161 · 0 off
- Window to the World Communications, Inc. Defined Contribution Retirement Plan (IL) 161 · 0 off
- Indian Health Care 403(b) Plan (OK) 161 · 0 off
- Living Arrangements for the Developmentally Disabled, Inc. 403(b) Defined Contribution Retirement Plan (OH) 161 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.