Other · DOL Form 5500 · 2023

The Conservation Fund Retirement Plan

Data updated 2026-08-25

$58M
Total assets Below avg plan size
186
Participants Below avg headcount
87th
Percentile by assets National rank
$310,485
Avg per participant High balance/head
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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.

  • #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.

#7,416
in Other Services (7,857 peers)
+10.3%
assets growth YoY
0.6×
vs typical plan assets (national mean)

The Conservation Fund Retirement Savings Plan's outsized position by total assets

The Conservation Fund Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$57,750,145 Top 13% higher than 87% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

The Conservation Fund Retirement 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. The Conservation Fund Retirement Savings Plan sits mid-pack in the medium band (186 participants).

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 521388917 · The Conservation Fund PY 2023 · Other

The Conservation Fund Retirement Savings Plan · $58M · 186 · 87th

  • EOY $58M
  • EOY 186
  • EOY 87th
  • EOY Other
  • EOY near Dordt University Defined Contribution Retirement Plan
  • EOY ind #7416

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 →

The Conservation Fund Retirement Savings Plan in the asset neighbourhood

Union of Concerned Scientists, Inc. 403b PlanUnion of Concerned Scientist…$58MChimes International Limited 403(b) PlanChimes International Limited…$58MThe Conservation Fund Retirement Savings PlanThe Conservation Fund Retire…$58MDordt University Defined Contribution Retirement PlanDordt University Defined Con…$58MFroedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift PlanFroedtert Memorial Lutheran …$58M
End-of-year total assets ($M) among The Conservation Fund Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$58M
Net Income$5M
Employer EIN521388917
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Conservation Fund)

Sponsor-wide plan assets over time

All The Conservation Fund plans reported in each filing year

Latest sponsor-wide plan assets
$66M 26.13737269393385% vs 2022
2024 filing year
$50M$55M$60M$65M$70M 202220232024 $52.4M $66.1M ▲ +26.1%
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 Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants The Conservation Fund Retirement Savings Plan, Total assets ($B): 0.057750145 · Participants: 186The Conservation Fund Retirement Savings PlanSentara 403(b) Savings Plan, Total assets ($B): 3.287712192 · Participants: 25806Sentara 403(b) Savings PlanThe George Washington University Supplemental Retirement Plan, Total assets ($B): 1.530650403 · Participants: 8047The George Washington University Supplemental Retirement PlanInstitute for Defense Analyses Tax Deferred Annuity Plan, Total assets ($B): 0.801043955 · Participants: 1453Institute for Defense Analyses Tax Deferred Annuity PlanCarilion Clinic 403(b) Retirement Savings Plan, Total assets ($B): 0.722085709 · Participants: 12978Carilion Clinic 403(b) Retirement Savings PlanCentra Health Matching Tax Deferred Savings Plan, Total assets ($B): 0.669994115 · Participants: 7141Centra Health Matching Tax Deferred Savings Plan
The Conservation Fund Retirement Savings Plan vs. nearby Other plans in Virginia, assets vs. participants
Compare The Conservation Fund Retirement Savings Plan side-by-side with 3 peers →

The Conservation Fund Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is Dordt University Defined Contribution Retirement Plan in IA ($58M); by covered participants it is Iha 401(k) and Retirement Savings Plan in IL (186 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (186 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Conservation Fund Retirement Savings Plan assets move in 2023? ▼
The Conservation Fund Retirement Savings Plan grew at a solid clip - up 10.3% during 2023, from $52M to $58M. Reported net income was $5M.
How have The Conservation Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Conservation Fund's sponsor-wide assets grew 26.1%, from $52M to $66M.
Where does The Conservation Fund Retirement Savings Plan rank by assets among Form 5500 filers? ▼
The Conservation Fund Retirement Savings Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to The Conservation Fund Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is Dordt University Defined Contribution Retirement Plan in IA ($58M, 298 participants).
Which Other plans cover a similar participant headcount to The Conservation Fund Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Iha 401(k) and Retirement Savings Plan in IL (186 participants, $83M in assets).

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 521388917.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.