Other · DOL Form 5500 · 2023

Crdf Retirement Plan and Trust Retirement Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
196
Participants Below avg headcount
79th
Percentile by assets National rank
$148,045
Avg per participant Above avg balance/head
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Official DOL plan name: Crdf Retirement Plan and Trust · Sponsored by Crdf Retirement Plan and Trust · Virginia · Professional & Technical Services

$29M in assets, 196 participants

Crdf Retirement Plan and Trust's Crdf Retirement Plan and Trust reported $29M in total assets and 196 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #16,088 in Professional & Technical Services (20,321 peers)

Coverage in Virginia

Crdf Retirement Plan and Trust covers 196 participants in Virginia, about 25% of the average Virginia filer (state average ~782 per filing). Assets: $29M.

#16,088
in Professional & Technical Services (20,321 peers)
+30.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Crdf Retirement Plan and Trust's outsized position by total assets

Crdf Retirement Plan and Trust vs every filed plan by assets

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

$29,016,799 Top 21% higher than 79% 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

Crdf Retirement Plan and Trust 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. Crdf Retirement Plan and Trust sits mid-pack in the medium band (196 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Crdf Retirement Plan and Trust reported net income rose from -$4M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Crdf Retirement Plan and Trust reported participants rose from 144 in the plan year 2022 filing to 196 in the plan year 2023 filing.
  • Crdf Retirement Plan and Trust end-of-year assets rose from $22M in the plan year 2022 filing to $29M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 541773406 · Crdf Retirement Plan and Trust PY 2023 · Other

Crdf Retirement Plan and Trust · $29M · 196 · 79th

  • PHOTO $29M
  • PHOTO 196
  • PHOTO 79th
  • PHOTO Other
  • PHOTO near West Virginia University Medical Corp. Charleston Division Retirement Plan
  • PHOTO ind #16088

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 Professional & Technical Services retirement plans → · Plans in Virginia →

Crdf Retirement Plan and Trust in the asset neighbourhood

Crdf Retirement Plan and TrustCrdf Retirement Plan and Tru…$29MWest Virginia University Medical Corp. Charleston Division Retirement PlanWest Virginia University Med…$29MShore Country Day School 403(b) DC PlanShore Country Day School 403…$29MTrudeau Institute Retirement PlanTrudeau Institute Retirement…$29MCleveland Institute of Art Defined Contribution and Tax Deferred Annuity PlanCleveland Institute of Art D…$29M
End-of-year total assets ($M) among Crdf Retirement Plan and Trust and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$29M
Net Income$7M
Employer EIN541773406
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Crdf Retirement Plan and Trust)

Sponsor-wide plan assets over time

All Crdf Retirement Plan and Trust plans reported in each filing year

Latest sponsor-wide plan assets
$34M 54.00467808755938% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $22.2M $34.2M ▲ +54.0%
Year Plans Participants Total Assets
2022 1 144 $22M
2023 1 196 $29M
2024 1 170 $34M

Nearby Other Plans in Virginia

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

Crdf Retirement Plan and Trust vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Crdf Retirement Plan and Trust, Total assets ($B): 0.029016799 · Participants: 196Crdf Retirement Plan and TrustSentara 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
Crdf Retirement Plan and Trust vs. nearby Other plans in Virginia, assets vs. participants
Compare Crdf Retirement Plan and Trust side-by-side with 3 peers →

Crdf Retirement Plan and Trust's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is West Virginia University Medical Corp. Charleston Division Retirement Plan in WV ($29M); by covered participants it is Cumberland County Hospital 403(b) Plan in KY (196 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (196 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 Crdf Retirement Plan and Trust assets move in 2023? ▼
Crdf Retirement Plan and Trust surged - up 30.5% during 2023, from $22M to $29M. Reported net income was $7M.
How have Crdf Retirement Plan and Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Crdf Retirement Plan and Trust's sponsor-wide assets grew 54.0%, from $22M to $34M.
Where does Crdf Retirement Plan and Trust rank by assets among Form 5500 filers? ▼
Crdf Retirement Plan and Trust ranks in the 79th 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 Crdf Retirement Plan and Trust? ▼
Among Other plans in other states, the closest by assets is West Virginia University Medical Corp. Charleston Division Retirement Plan in WV ($29M, 115 participants).
Which Other plans cover a similar participant headcount to Crdf Retirement Plan and Trust? ▼
Among Other plans in other states, the closest by covered participants is Cumberland County Hospital 403(b) Plan in KY (196 participants, $9M 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 541773406.

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.