Other · DOL Form 5500 · 2023
The Conservation Fund Retirement Plan
Data updated 2026-08-11
- $58M
- Total assets
- 186
- Participants
- 87th
- Percentile by assets
- $310,485
- Avg per participant
Official DOL plan name: The Conservation Fund Retirement Savings Plan · Sponsored by The Conservation Fund · Virginia · Other Services
$58M in assets, 186 participants
The Conservation Fund's The Conservation Fund Retirement Savings Plan reported $58M in total assets and 186 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.
- 87th percentile by assets (of 127,072 plans)
- #7,416 in Other Services (7,857 peers)
Coverage in Virginia
The Conservation Fund Retirement Savings Plan covers 186 participants in Virginia, about 24% of the average Virginia filer (state average ~782 per filing). Assets: $58M.
- $58M
- total plan assets (2023 EOY)
- 186
- covered participants
- 87th
- percentile by assets (of 127,072 plans)
- $310,485
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Conservation Fund Retirement Savings Plan reported net income rose from -$10M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- The Conservation Fund Retirement Savings Plan end-of-year assets rose from $52M in the plan year 2022 filing to $58M in the plan year 2023 filing.
- The Conservation Fund Retirement Savings Plan reported participants fell from 192 in the plan year 2022 filing to 186 in the plan year 2023 filing.
Participants vs Virginia filers
In Virginia, the average filing covers about 782 participants across 3,655 plans. The Conservation Fund Retirement Savings Plan reports 186 participants - about 24% of that state average ($58M EOY assets).
Virginia filing particulars
| Total Assets (Beginning of Year) | $52M |
|---|---|
| Net Assets (End of Year) | $58M |
| Net Income | $5M |
| Employer EIN | 521388917 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Conservation Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 192 | $52M |
| 2023 | 1 | 186 | $58M |
| 2024 | 1 | 194 | $66M |
Nearby Other Plans in Virginia
Peer Other plans, same state, same plan type, ranked by total assets.
The Conservation Fund Retirement Savings Plan vs. nearby Other plans in Virginia, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to The Conservation Fund Retirement Savings Plan by total assets, not by location.
Frequently Asked Questions
How did The Conservation Fund Retirement Savings Plan assets move in 2023? ▼
How have The Conservation Fund plan assets changed over time? ▼
Where does The Conservation Fund Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to The Conservation Fund Retirement Savings Plan? ▼
Next read for The Conservation Fund Retirement Savings…
Filing takeaways
Ways to act on The Conservation Fund Retirement Savings Plan's numbers.
- By total assets, The Conservation Fund Retirement Savings Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Virginia. Compare plans
- The Conservation Fund's sponsor-wide assets have grown 26.1% since 2022 across 3 plan years on file. More Other Services plans