Other · DOL Form 5500 · 2023

Trout Unlimited, Inc. Retirement Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
288
Participants Below avg headcount
81st
Percentile by assets National rank
$120,221
Avg per participant Near avg balance/head
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Official DOL plan name: Trout Unlimited Section 403(b) Retirement Plan · Sponsored by Trout Unlimited, Inc. · Virginia · Other Services

$35M in assets, 288 participants

Trout Unlimited, Inc.'s Trout Unlimited Section 403(b) Retirement Plan reported $35M in total assets and 288 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #7,140 in Other Services (7,857 peers)

Coverage in Virginia

Trout Unlimited Section 403(b) Retirement Plan covers 288 participants in Virginia, about 37% of the average Virginia filer (state average ~782 per filing). Assets: $35M.

#7,140
in Other Services (7,857 peers)
+22.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Trout Unlimited Section 403(b) Retirement Plan's outsized position by total assets

Trout Unlimited Section 403(b) Retirement Plan vs every filed plan by assets

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

$34,623,759 Top 19% higher than 81% 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

Trout Unlimited Section 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. Trout Unlimited Section 403(b) Retirement Plan sits mid-pack in the medium band (288 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Trout Unlimited Section 403(b) Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Trout Unlimited Section 403(b) Retirement Plan end-of-year assets rose from $28M in the plan year 2022 filing to $35M in the plan year 2023 filing.
  • Trout Unlimited Section 403(b) Retirement Plan reported participants rose from 265 in the plan year 2022 filing to 288 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 381612715 · Trout Unlimited, Inc. PY 2023 · Other

Trout Unlimited Section 403(b) Retirement Plan · $35M · 288 · 81st

  • TYPE $35M
  • TYPE 288
  • TYPE 81st
  • TYPE Other
  • TYPE near Denver Museum of Nature & Science Retirement Plan
  • TYPE ind #7140

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 →

Trout Unlimited Section 403(b) Retirement Plan in the asset neighbourhood

Westfields Hospital Employee Retirement PlanWestfields Hospital Employee…$35MAnderson Regional Medical Center 403(b) PlanAnderson Regional Medical Ce…$35MDenver Museum of Nature & Science Retirement PlanDenver Museum of Nature & Sc…$35MTrout Unlimited Section 403(b) Retirement PlanTrout Unlimited Section 403(…$35MCovenant College Retirement Plan Defined ContributionCovenant College Retirement …$35M
End-of-year total assets ($M) among Trout Unlimited Section 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$35M
Net Income$6M
Employer EIN381612715
Plan Effective Date2008-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trout Unlimited, Inc.)

Sponsor-wide plan assets over time

All Trout Unlimited, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$41M 46.96328296926568% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $28.2M $41.4M ▲ +46.9%
Year Plans Participants Total Assets
2022 1 265 $28M
2023 1 288 $35M
2024 1 330 $41M

Nearby Other Plans in Virginia

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

Trout Unlimited Section 403(b) Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Trout Unlimited Section 403(b) Retirement Plan, Total assets ($B): 0.034623759 · Participants: 288Trout Unlimited Section 403(b) Retirement 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
Trout Unlimited Section 403(b) Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants
Compare Trout Unlimited Section 403(b) Retirement Plan side-by-side with 3 peers →

Trout Unlimited Section 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is Denver Museum of Nature & Science Retirement Plan in CO ($35M); by covered participants it is Preble Street Section 403(b) Plan in ME (288 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (288 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 Trout Unlimited Section 403(b) Retirement Plan assets move in 2023? ▼
Trout Unlimited Section 403(b) Retirement Plan grew sharply - up 22.9% during 2023, from $28M to $35M. Reported net income was $6M.
How have Trout Unlimited, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trout Unlimited, Inc.'s sponsor-wide assets grew 47.0%, from $28M to $41M.
Where does Trout Unlimited Section 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Trout Unlimited Section 403(b) Retirement Plan ranks in the 81st 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 Trout Unlimited Section 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Denver Museum of Nature & Science Retirement Plan in CO ($35M, 483 participants).
Which Other plans cover a similar participant headcount to Trout Unlimited Section 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Preble Street Section 403(b) Plan in ME (288 participants, $5M 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 381612715.

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.