401(k) · DOL Form 5500 · 2023

Close Up Foundation 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
160
Participants Small participant base
56th
Percentile by assets National rank
$55,208
Avg per participant Low balance/head
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Official DOL plan name: Close Up Foundation 403(b) Retirement Plan · Sponsored by Close Up Foundation · Virginia · Other Services

$9M in assets, 160 participants

Close Up Foundation's Close Up Foundation 403(b) Retirement Plan reported $9M in total assets and 160 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #5,851 in Other Services (7,857 peers)

Coverage in Virginia

Close Up Foundation 403(b) Retirement Plan covers 160 participants in Virginia, about 20% of the average Virginia filer (state average ~782 per filing). Assets: $9M.

#5,851
in Other Services (7,857 peers)
+6.0%
assets growth YoY

Close Up Foundation 403(b) Retirement Plan's mid-pack asset rank among Other Services and all filers

Close Up Foundation 403(b) Retirement Plan vs every filed plan by assets

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

$8,833,339 Top 44% higher than 56% 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

Close Up Foundation 403(b) Retirement 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. Close Up Foundation 403(b) Retirement Plan sits mid-pack in the medium band (160 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Close Up Foundation 403(b) Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $502K in the plan year 2023 filing.
  • Close Up Foundation 403(b) Retirement Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Close Up Foundation 403(b) Retirement Plan reported participants rose from 155 in the plan year 2022 filing to 160 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 237122882 · Close Up Foundation PY 2023 · 401(k)

Close Up Foundation 403(b) Retirement Plan · $9M · 160 · 56th

  • BOY $9M
  • BOY 160
  • BOY 56th
  • BOY 401(k)
  • BOY near G Michael Lopez, M.D. Self Employed Profit Sharing Plan
  • BOY ind #5851

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 →

Close Up Foundation 403(b) Retirement Plan in the asset neighbourhood

Close Up Foundation 403(b) Retirement PlanClose Up Foundation 403(b) R…$9MG Michael Lopez, M.D. Self Employed Profit Sharing PlanG Michael Lopez, M.D. Self E…$9MVermont Public Co. 401(k) PlanVermont Public Co. 401(k) Pl…$9MOpterra Solutions, Inc. 401(k)Opterra Solutions, Inc. 401(…$9MLamarque Motor Company 401(k) PlanLamarque Motor Company 401(k…$9M
End-of-year total assets ($M) among Close Up Foundation 403(b) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$502K
Employer EIN237122882
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Close Up Foundation)

Sponsor-wide plan assets over time

All Close Up Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$9M 9.479240456678506% vs 2022
2024 filing year
$8M$8.5M$9M$9.5M 202220232024 $8.33M $9.12M ▲ +9.5%
Year Plans Participants Total Assets
2022 1 155 $8M
2023 1 160 $9M
2024 1 166 $9M

Nearby 401(k) Plans in Virginia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Close Up Foundation 403(b) Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Close Up Foundation 403(b) Retirement Plan, Total assets ($B): 0.008833339 · Participants: 160Close Up Foundation 403(b) Retirement PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Close Up Foundation 403(b) Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Close Up Foundation 403(b) Retirement Plan side-by-side with 3 peers →

Close Up Foundation 403(b) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is G Michael Lopez, M.D. Self Employed Profit Sharing Plan in NM ($9M); by covered participants it is 8-Koi, Inc. 401(k) Plan in FL (160 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (160 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 Close Up Foundation 403(b) Retirement Plan assets move in 2023? ▼
Close Up Foundation 403(b) Retirement Plan grew at a solid clip - up 6.0% during 2023, from $8M to $9M. Reported net income was $502K.
How have Close Up Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Close Up Foundation's sponsor-wide assets grew 9.5%, from $8M to $9M.
Which 401(k) plans are similar in size to Close Up Foundation 403(b) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is G Michael Lopez, M.D. Self Employed Profit Sharing Plan in NM ($9M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Close Up Foundation 403(b) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 8-Koi, Inc. 401(k) Plan in FL (160 participants, $2M 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 237122882.

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.