Profit Sharing
2023 plan-year Profit Sharing DOL Form 5500

Conservation International 403(b) Savings Plan

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

Sponsored by Conservation International · Virginia · Educational Services

What the 2023 filing shows

Conservation International 403(b) Savings Plan holds $115M for 439 participants — about $261,248 per participant, up 16.4% over the 2023 plan year.

$115M
total plan assets (2023 EOY)
439
covered participants
$261,248
avg assets per participant
+16.4%
assets growth YoY
Total Assets (2023)
$115M
Participants
439
State
Industry
Educational Services

What the Filing Says About Conservation International 403(b) Savings Plan

Conservation International 403(b) Savings Plan is a Profit Sharing retirement plan sponsored by Conservation International, headquartered in Virginia. As of the 2023 Form 5500 filing, the plan reports $115M in total end-of-year assets and covers 439 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 521497470, and the plan has been effective since 1988-02-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $98M at the beginning of 2023 to $115M at year-end — a gain of 16.4%. Net assets (after liabilities) closed the year at $115M, with reported net income of $16M 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 — 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)$98M
Total Assets (End of Year)$115M
Net Assets (End of Year)$115M
Net Income$16M
Plan TypeProfit Sharing
Employer EIN521497470
Plan Effective Date1988-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Conservation International)

Year Plans Participants Total Assets
2022 1 480 $98M
2023 1 439 $115M
2024 1 414 $133M

Nearby Profit Sharing Plans in Virginia

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Conservation International 403(b) Savings Plan?
As of the 2023 Form 5500 filing, Conservation International 403(b) Savings Plan holds $115M in total assets with 439 participants. It is sponsored by Conservation International.
What type of plan is Conservation International 403(b) Savings Plan?
Conservation International 403(b) Savings Plan is a Profit Sharing plan. It has been effective since 1988-02-01. The plan is filed with the U.S. Department of Labor under EIN 521497470.
Who sponsors the Conservation International 403(b) Savings Plan?
Conservation International 403(b) Savings Plan is sponsored by Conservation International, located in Virginia. The sponsor's EIN is 521497470 and the plan operates in the Educational Services industry.
How did Conservation International 403(b) Savings Plan perform in 2023?
Conservation International 403(b) Savings Plan grew by 16.4% during 2023, moving from $98M to $115M in total assets. Net income was $16M.
Where can I find official filings for Conservation International 403(b) Savings Plan?
Official Form 5500 filings for Conservation International 403(b) Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 521497470 or plan name at efast.dol.gov.
How does Conservation International 403(b) Savings Plan compare to other plans?
You can compare Conservation International 403(b) Savings Plan against other Profit Sharing plans on the plan type page, or view plans in Virginia 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 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 521497470.

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

Reference: IRS Publication 590-B — 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.