Money Purchase · DOL Form 5500 · 2023
The George Washington University Money Purchase Plan
Data updated 2026-08-25
- $1.3B
- Total assets Very large vs avg
- 3,809
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $345,645
- Avg per participant High balance/head
Official DOL plan name: The George Washington University Retirement Plan for Faculty and Staff · Sponsored by The George Washington University · Virginia · Educational Services
$1.3B in assets, 3,809 participants
The George Washington University's The George Washington University Retirement Plan for Faculty and Staff reported $1.3B in total assets and 3,809 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- #3,678 in Educational Services (3,735 peers)
Coverage in Virginia
The George Washington University Retirement Plan for Faculty and Staff covers 3,809 participants in Virginia, 4.9x the typical Virginia plan (state average ~782 per filing). Assets: $1.3B.
- #3,678
- in Educational Services (3,735 peers)
- +14.0%
- assets growth YoY
- 13×
- vs typical plan assets (national mean)
The George Washington University Retirement Plan for Faculty and Staff's outsized position by total assets
The George Washington University Retirement Plan for Faculty and Staff vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,316,563,126 Top 1% higher than 99% 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
The George Washington University Retirement Plan for Faculty and Staff'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. The George Washington University Retirement Plan for Faculty and Staff lands in the large band (3,809 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The George Washington University Retirement Plan for Faculty and Staff reported net income rose from -$199M in the plan year 2022 filing to $162M in the plan year 2023 filing.
- The George Washington University Retirement Plan for Faculty and Staff end-of-year assets rose from $1.2B in the plan year 2022 filing to $1.3B in the plan year 2023 filing.
- The George Washington University Retirement Plan for Faculty and Staff reported participants fell from 4,007 in the plan year 2022 filing to 3,809 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 530196584 · The George Washington University PY 2023 · Money Purchase
The George Washington University Retirement Plan for Faculty and Staff · $1.3B · 3,809 · 99th
- 5500 $1.3B
- ASSETS 3,809
- PCT 99th
- EIN Money Purchase
- RANK near Employees Retirement Plan of Marshfield Clinic
- PHOTO ind #3678
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 →
The George Washington University Retirement Plan for Faculty and Staff in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $1.2B |
|---|---|
| Net Assets (End of Year) | $1.3B |
| Net Income | $162M |
| Employer EIN | 530196584 |
| Plan Effective Date | 1945-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The George Washington University)
Sponsor-wide plan assets over time
All The George Washington University plans reported in each filing year
- Latest sponsor-wide plan assets
- $3.1B 22.88352979751439% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 11,910 | $2.5B |
| 2023 | 2 | 11,856 | $2.8B |
| 2024 | 2 | 12,124 | $3.1B |
Nearby Money Purchase Plans in Virginia
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Noblis, Inc. Qualified Retirement Plan $222M · 2,122
- Mid-Atlantic States District Council Participating Locals Annuity Fund $128M · 2,849
- American College of Radiology Employees' Pension Plan and Trust $103M · 559
- Operating Engineers Local No. 147 Annuity Fund $56M · 707
- Plumbers & Fitters Local No. 110 Annuity Trust Fund $53M · 814
The George Washington University Retirement Plan for Faculty and Staff's out-of-state Money Purchase peers by assets and headcount
Outside Virginia, the nearest Money Purchase by assets is Employees Retirement Plan of Marshfield Clinic in WI ($1.3B); by covered participants it is Pipe Fitters Local Union #211 Defined Contribution Retirement Plan in TX (3,726 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.3B here).
- Employees Retirement Plan of Marshfield Clinic (WI) $1.3B · 9,068
- Laborers Annuity Plan for Northern California (CA) $1.4B · 29,863
- The Cleveland Clinic Foundation Cash Balance Plan (OH) $1.4B · 4,739
- Brookhaven Science Associates, LLC Retirement Plan (NY) $1.4B · 2,473
Similar participant headcount
Nearest other-state filings by covered participants (3,809 participants); asset peers above are excluded.
- Pipe Fitters Local Union #211 Defined Contribution Retirement Plan (TX) 3,726 · 83 off
- 401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff (NH) 3,918 · 109 off
- Central Pennsylvania Teamsters Retirement Income Plan 1987 (PA) 3,684 · 125 off
- IBEW Local No 640 & Az Chapter NECA Defined Contribution Plan (AZ) 3,942 · 133 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.