Other · DOL Form 5500 · 2023

Wolf Trap Foundation for the Performing Arts Retirement Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
103
Participants Small participant base
73rd
Percentile by assets National rank
$195,399
Avg per participant Above avg balance/head
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Official DOL plan name: Wolf Trap Foundation 403(b) Plan · Sponsored by Wolf Trap Foundation for the Performing Arts · Virginia · Other Services

$20M in assets, 103 participants

Wolf Trap Foundation for the Performing Arts's Wolf Trap Foundation 403(b) Plan reported $20M in total assets and 103 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #6,685 in Other Services (7,857 peers)

Coverage in Virginia

Wolf Trap Foundation 403(b) Plan covers 103 participants in Virginia, about 13% of the average Virginia filer (state average ~782 per filing). Assets: $20M.

#6,685
in Other Services (7,857 peers)
+25.8%
assets growth YoY

Wolf Trap Foundation 403(b) Plan's outsized position by total assets

Wolf Trap Foundation 403(b) Plan vs every filed plan by assets

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

$20,126,139 Top 27% higher than 73% 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

Wolf Trap Foundation 403(b) 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. Wolf Trap Foundation 403(b) Plan sits mid-pack in the medium band (103 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wolf Trap Foundation 403(b) Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Wolf Trap Foundation 403(b) Plan end-of-year assets rose from $16M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Wolf Trap Foundation 403(b) Plan reported participants rose from 99 in the plan year 2022 filing to 103 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 237011544 · Wolf Trap Foundation for the Performing Arts PY 2023 · Other

Wolf Trap Foundation 403(b) Plan · $20M · 103 · 73rd

  • RANK $20M
  • RANK 103
  • RANK 73rd
  • RANK Other
  • RANK near Council for Advancement & Support of Education Tax Dreferred Annuity Plan
  • RANK ind #6685

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 →

Wolf Trap Foundation 403(b) Plan in the asset neighbourhood

403(b) Thrift Plan of Fund for Public Health in New York, Inc.403(b) Thrift Plan of Fund f…$20MWolf Trap Foundation 403(b) PlanWolf Trap Foundation 403(b) …$20MCouncil for Advancement & Support of Education Tax Dreferred Annuity PlanCouncil for Advancement & Su…$20MJordan Valley Community Health Center Retirement PlanJordan Valley Community Heal…$20MPennswood Village 403b Plan$20M
End-of-year total assets ($M) among Wolf Trap Foundation 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$20M
Net Income$4M
Employer EIN237011544
Plan Effective Date2005-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wolf Trap Foundation for the Performing Arts)

Sponsor-wide plan assets over time

All Wolf Trap Foundation for the Performing Arts plans reported in each filing year

Latest sponsor-wide plan assets
$20M 24.418548446954034% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $16M $19.9M ▲ +24.5%
Year Plans Participants Total Assets
2022 1 99 $16M
2023 1 103 $20M
2024 1 165 $20M

Nearby Other Plans in Virginia

Peer Other plans, same state, same plan type, ranked by total assets.

Wolf Trap Foundation 403(b) Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Wolf Trap Foundation 403(b) Plan, Total assets ($B): 0.020126139 · Participants: 103Wolf Trap Foundation 403(b) 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
Wolf Trap Foundation 403(b) Plan vs. nearby Other plans in Virginia, assets vs. participants
Compare Wolf Trap Foundation 403(b) Plan side-by-side with 3 peers →

Wolf Trap Foundation 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is Council for Advancement & Support of Education Tax Dreferred Annuity Plan in DC ($20M); by covered participants it is Marine Military Academy, Inc. Retirement Plan in TX (103 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (103 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 Wolf Trap Foundation 403(b) Plan assets move in 2023? ▼
Wolf Trap Foundation 403(b) Plan grew sharply - up 25.8% during 2023, from $16M to $20M. Reported net income was $4M.
How have Wolf Trap Foundation for the Performing Arts plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wolf Trap Foundation for the Performing Arts's sponsor-wide assets grew 24.4%, from $16M to $20M.
Which Other plans are similar in size to Wolf Trap Foundation 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Council for Advancement & Support of Education Tax Dreferred Annuity Plan in DC ($20M, 81 participants).
Which Other plans cover a similar participant headcount to Wolf Trap Foundation 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Marine Military Academy, Inc. Retirement Plan in TX (103 participants, $12M 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 237011544.

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.