401(k) · DOL Form 5500 · 2023

The Colonial Williamsburg Foundation 401(k) Plan

Data updated 2026-08-25

$91M
Total assets Below avg plan size
1,468
Participants Near avg headcount
91st
Percentile by assets National rank
$62,160
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Colonial Williamsburg Tax Deferred Savings Plan · Sponsored by The Colonial Williamsburg Foundation · Virginia · Arts, Entertainment & Recreation

$91M in assets, 1,468 participants

The Colonial Williamsburg Foundation's Colonial Williamsburg Tax Deferred Savings Plan reported $91M in total assets and 1,468 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #2,810 in Arts, Entertainment & Recreation (2,945 peers)

Where Colonial Williamsburg Tax Deferred Savings Plan sits by assets

Colonial Williamsburg Tax Deferred Savings Plan sits in the top 10% of all filed plans by assets, $91M for 1,468 participants (~$62,160/participant), up 16.5% in 2023.

#2,810
in Arts, Entertainment & Recreation (2,945 peers)
+16.5%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Colonial Williamsburg Tax Deferred Savings Plan's outsized position by total assets

Colonial Williamsburg Tax Deferred Savings Plan vs every filed plan by assets

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

$91,250,786 Top 9% higher than 91% 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

Colonial Williamsburg Tax Deferred Savings Plan'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. Colonial Williamsburg Tax Deferred Savings Plan lands in the large band (1,468 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Colonial Williamsburg Tax Deferred Savings Plan reported net income rose from -$17M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Colonial Williamsburg Tax Deferred Savings Plan end-of-year assets rose from $78M in the plan year 2022 filing to $91M in the plan year 2023 filing.
  • Colonial Williamsburg Tax Deferred Savings Plan reported participants rose from 1,353 in the plan year 2022 filing to 1,468 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 540505888 · The Colonial Williamsburg Foundation PY 2023 · 401(k)

Colonial Williamsburg Tax Deferred Savings Plan · $91M · 1,468 · 91st

  • EOY $91M
  • EOY 1,468
  • EOY 91st
  • EOY 401(k)
  • EOY near Choice Pooled Employer Plan I
  • EOY ind #2810

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 →

Colonial Williamsburg Tax Deferred Savings Plan in the asset neighbourhood

Giorgio Companies Profit Sharing & 401(k) PlanGiorgio Companies Profit Sha…$91MChugach Electric Association, Inc. Employees 401(k) PlanChugach Electric Association…$91MColonial Williamsburg Tax Deferred Savings PlanColonial Williamsburg Tax De…$91MChoice Pooled Employer Plan I$91MLincoln Technical Institute, Inc 401(k) PlanLincoln Technical Institute,…$91M
End-of-year total assets ($M) among Colonial Williamsburg Tax Deferred Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$78M
Net Assets (End of Year)$91M
Net Income$13M
Employer EIN540505888
Plan Effective Date1997-01-01
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 401(k) Plans in Virginia

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

Colonial Williamsburg Tax Deferred Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Colonial Williamsburg Tax Deferred Savings Plan, Total assets ($B): 0.091250786 · Participants: 1468Colonial Williamsburg Tax Deferred Savings 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
Colonial Williamsburg Tax Deferred Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Colonial Williamsburg Tax Deferred Savings Plan side-by-side with 3 peers →

Colonial Williamsburg Tax Deferred Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Choice Pooled Employer Plan I in TN ($91M); by covered participants it is Banner Engineering Corp. Profit Sharing Retirement Savings Plan and Trust in MN (1,468 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,468 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 Colonial Williamsburg Tax Deferred Savings Plan assets move in 2023? ▼
Colonial Williamsburg Tax Deferred Savings Plan grew sharply - up 16.5% during 2023, from $78M to $91M. Reported net income was $13M.
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 Colonial Williamsburg Tax Deferred Savings Plan rank by assets among Form 5500 filers? ▼
Colonial Williamsburg Tax Deferred Savings Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Colonial Williamsburg Tax Deferred Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Choice Pooled Employer Plan I in TN ($91M, 5,911 participants).
Which 401(k) plans cover a similar participant headcount to Colonial Williamsburg Tax Deferred Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Banner Engineering Corp. Profit Sharing Retirement Savings Plan and Trust in MN (1,468 participants, $176M 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.