Other · DOL Form 5500 · 2023
Washington and Lee University Retirement Plan
Data updated 2026-08-25
- $408M
- Total assets Above avg plan size
- 1,288
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $316,400
- Avg per participant High balance/head
Official DOL plan name: Washington and Lee University Defined Contribution Plan · Sponsored by Washington and Lee University · Virginia · Educational Services
$408M in assets, 1,288 participants
Washington and Lee University's Washington and Lee University Defined Contribution Plan reported $408M in total assets and 1,288 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #3,567 in Educational Services (3,735 peers)
Where Washington and Lee University Defined Contribution Plan sits by assets
Washington and Lee University Defined Contribution Plan sits in the top 5% of all filed plans by assets, $408M for 1,288 participants (~$316,400/participant), up 11.6% in 2023.
- #3,567
- in Educational Services (3,735 peers)
- +11.6%
- assets growth YoY
- 4.1×
- vs typical plan assets (national mean)
Washington and Lee University Defined Contribution Plan's outsized position by total assets
Washington and Lee University Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$407,522,813 Top 3% higher than 97% 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
Washington and Lee University Defined Contribution Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Washington and Lee University Defined Contribution Plan lands in the large band (1,288 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Washington and Lee University Defined Contribution Plan reported net income rose from -$56M in the plan year 2022 filing to $42M in the plan year 2023 filing.
- Washington and Lee University Defined Contribution Plan end-of-year assets rose from $365M in the plan year 2022 filing to $408M in the plan year 2023 filing.
- Washington and Lee University Defined Contribution Plan reported participants rose from 1,209 in the plan year 2022 filing to 1,288 in the plan year 2023 filing.
DOL schedule card
Filing strip 540505977 · Washington and Lee University PY 2023 · Other
Washington and Lee University Defined Contribution Plan · $408M · 1,288 · 97th
- PART $408M
- TYPE 1,288
- NET 97th
- BOOK Other
- VS-ST near Widener University Defined Contribution Retirement Plan
- BOY ind #3567
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 →
Washington and Lee University Defined Contribution Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $365M |
|---|---|
| Net Assets (End of Year) | $408M |
| Net Income | $42M |
| Employer EIN | 540505977 |
| Plan Effective Date | 1975-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Washington and Lee University)
Sponsor-wide plan assets over time
All Washington and Lee University plans reported in each filing year
- Latest sponsor-wide plan assets
- $437M 19.593839916060524% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,209 | $365M |
| 2023 | 1 | 1,288 | $408M |
| 2024 | 1 | 1,079 | $437M |
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
Washington and Lee University Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside Virginia, the nearest Other by assets is Widener University Defined Contribution Retirement Plan in PA ($407M); by covered participants it is Goodwill Industries of North Central Wisconsin, Inc. 403(b) Retirement Plan in WI (1,290 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($408M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,288 participants); asset peers above are excluded.
- Goodwill Industries of North Central Wisconsin, Inc. 403(b) Retirement Plan (WI) 1,290 · 2 off
- Knox Community Hospital Tax Deferred Annuity Plan (OH) 1,290 · 2 off
- Burke Rehabilitation Hospital 403(b) Plan (NY) 1,285 · 3 off
- Florida Tech Retirement Plan (FL) 1,291 · 3 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.