Defined Benefit (Pension) · DOL Form 5500 · 2023

The Colonial Williamsburg Foundation Pension Plan

Data updated 2026-08-25

$291M
Total assets Near avg plan size
1,101
Participants Near avg headcount
96th
Percentile by assets National rank
$264,732
Avg per participant High balance/head
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Official DOL plan name: The Retirement Income Plan for Employees of the Colonial Williamsburg Foundation · Sponsored by The Colonial Williamsburg Foundation · Virginia · Arts, Entertainment & Recreation

$291M in assets, 1,101 participants

The Colonial Williamsburg Foundation's The Retirement Income Plan for Employees of the Colonial Williamsburg Foundation reported $291M in total assets and 1,101 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #2,901 in Arts, Entertainment & Recreation (2,945 peers)

Where The Retirement Income Plan for Employees of the Colonial Williamsburg Foundation sits by assets

The Retirement Income Plan for Employees of the Colonial Williamsburg Foundation sits in the top 5% of all filed plans by assets, $291M for 1,101 participants (~$264,732/participant), down 3.4% in 2023.

#2,901
in Arts, Entertainment & Recreation (2,945 peers)
-3.4%
assets change YoY
2.9×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Retirement Income Plan for Employees of the Colonial Williamsburg Foundation's outsized position by total assets

The Retirement Income Plan for Employees of the Colonial Williamsburg Foundation vs every filed plan by assets

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

$291,470,246 Top 4% higher than 96% 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 Retirement Income Plan for Employees of the Colonial Williamsburg Foundation'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 Retirement Income Plan for Employees of the Colonial Williamsburg Foundation lands in the large band (1,101 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Retirement Income Plan for Employees of the Colonial Williamsburg Foundation reported net income rose from -$85M in the plan year 2022 filing to -$10M in the plan year 2023 filing.
  • The Retirement Income Plan for Employees of the Colonial Williamsburg Foundation end-of-year assets fell from $302M in the plan year 2022 filing to $291M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 540505888 · The Colonial Williamsburg Foundation PY 2023 · Defined Benefit (Pension)

The Retirement Income Plan for Employees of the Colonial Williamsburg Foundation · $291M · 1,101 · 96th

  • 5500 $291M
  • 5500 1,101
  • 5500 96th
  • 5500 Defined Benefit (Pension)
  • 5500 near Logan Aluminum Pension Plan
  • 5500 ind #2901

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 Arts, Entertainment & Recreation retirement plans → · Plans in Virginia →

The Retirement Income Plan for Employees of the Colonial Williamsburg Foundation in the asset neighbourhood

Packaging Corporation of America Pension Plan for Eligible Grandfathered Salaried EmployeesPackaging Corporation of Ame…$292MConnecticut Plumbers & Pipefitters Pension PlanConnecticut Plumbers & Pipef…$292MLogan Aluminum Pension Plan$292MThe Retirement Income Plan for Employees of the Colonial Williamsburg FoundationThe Retirement Income Plan f…$291MAmerican Axle & Manufacturing, Inc. Pension PlanAmerican Axle & Manufacturin…$290M
End-of-year total assets ($M) among The Retirement Income Plan for Employees of the Colonial Williamsburg Foundation and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$302M
Net Assets (End of Year)$291M
Net Income-$10M
Employer EIN540505888
Plan Effective Date1958-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Colonial Williamsburg Foundation)

Sponsor-wide plan assets over time

All The Colonial Williamsburg Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$361M 5.052652905609658% vs 2022
2024 filing year
$350M$360M$370M$380M$390M 202220232024 $380M $361M ▼ -5.1%
Year Plans Participants Total Assets
2022 2 2,461 $380M
2023 2 2,569 $383M
2024 2 2,613 $361M

Nearby Defined Benefit (Pension) Plans in Virginia

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

The Retirement Income Plan for Employees of the Colonial Williamsburg Foundation vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants The Retirement Income Plan for Employees of the Colonial Williamsburg Foundation, Total assets ($B): 0.291470246 · Participants: 1101The Retirement Income Plan for Employees of the Colonial Williamsburg FoundationNorthrop Grumman Pension Plan, Total assets ($B): 19.134846358 · Participants: 13674Northrop Grumman Pension PlanRetirement Security Plan, Total assets ($B): 10.184642779 · Participants: 54171Retirement Security PlanNg Space&mission Systems Corp Salaried Pension Pla, Total assets ($B): 8.450021632 · Participants: 7117Ng Space&mission Systems Corp Salaried Pension PlaSheet Metal Workers' National Pension Fund, Total assets ($B): 8.306466489 · Participants: 61272Sheet Metal Workers' National Pension FundDominion Energy Pension Plan, Total assets ($B): 7.570958933 · Participants: 12263Dominion Energy Pension Plan
The Retirement Income Plan for Employees of the Colonial Williamsburg Foundation vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants
Compare The Retirement Income Plan for Employees of the Colonial Williamsburg Foundation side-by-side with 3 peers →

The Retirement Income Plan for Employees of the Colonial Williamsburg Foundation's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Virginia, the nearest Defined Benefit (Pension) by assets is Logan Aluminum Pension Plan in KY ($292M); by covered participants it is A.F.of L.-a.G.C. Building Trades Pension Plan in AL (1,101 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,101 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 Retirement Income Plan for Employees of the Colonial Williamsburg Foundation assets move in 2023? ▼
The Retirement Income Plan for Employees of the Colonial Williamsburg Foundation edged down modestly - down 3.4% during 2023, from $302M to $291M. Reported net income was -$10M.
How have The Colonial Williamsburg Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Colonial Williamsburg Foundation's sponsor-wide assets declined 5.1%, from $380M to $361M.
Where does The Retirement Income Plan for Employees of the Colonial Williamsburg Foundation rank by assets among Form 5500 filers? ▼
The Retirement Income Plan for Employees of the Colonial Williamsburg Foundation ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to The Retirement Income Plan for Employees of the Colonial Williamsburg Foundation? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Logan Aluminum Pension Plan in KY ($292M, 316 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Retirement Income Plan for Employees of the Colonial Williamsburg Foundation? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is A.F.of L.-a.G.C. Building Trades Pension Plan in AL (1,101 participants, $167M 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 540505888.

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.