401(k) · DOL Form 5500 · 2023

Special Olympics, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
159
Participants Small participant base
71st
Percentile by assets National rank
$117,512
Avg per participant Below avg balance/head
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Official DOL plan name: Special Olympics, Inc. Retirement Plan · Sponsored by Special Olympics, Inc. · District of Columbia · Healthcare & Social Assistance

$19M in assets, 159 participants

Special Olympics, Inc.'s Special Olympics, Inc. Retirement Plan reported $19M in total assets and 159 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #13,431 in Healthcare & Social Assistance (17,684 peers)

Coverage in District of Columbia

Special Olympics, Inc. Retirement Plan covers 159 participants in District of Columbia, about 11% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $19M.

#13,431
in Healthcare & Social Assistance (17,684 peers)
+28.7%
assets growth YoY

Special Olympics, Inc. Retirement Plan's outsized position by total assets

Special Olympics, Inc. Retirement Plan vs every filed plan by assets

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

$18,684,382 Top 29% higher than 71% 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

Special Olympics, Inc. 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. Special Olympics, Inc. Retirement Plan sits mid-pack in the medium band (159 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Special Olympics, Inc. Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Special Olympics, Inc. Retirement Plan end-of-year assets rose from $15M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Special Olympics, Inc. Retirement Plan reported participants fell from 195 in the plan year 2022 filing to 159 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 520889518 · Special Olympics, Inc. PY 2023 · 401(k)

Special Olympics, Inc. Retirement Plan · $19M · 159 · 71st

  • 5500 $19M
  • 5500 159
  • 5500 71st
  • 5500 401(k)
  • 5500 near Hualalai Investors 401(k) Plan
  • 5500 ind #13431

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 Healthcare & Social Assistance retirement plans → · Plans in District of Columbia →

Special Olympics, Inc. Retirement Plan in the asset neighbourhood

Special Olympics, Inc. Retirement PlanSpecial Olympics, Inc. Retir…$19MHualalai Investors 401(k) PlanHualalai Investors 401(k) Pl…$19MDavid M. Maines & Associates, Inc. 401(k) PlanDavid M. Maines & Associates…$19MDeco Products 401(k) Plan$19MVasko Electric, Inc. 401(k) Profit Sharing PlanVasko Electric, Inc. 401(k) …$19M
End-of-year total assets ($M) among Special Olympics, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

District of Columbia filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$19M
Net Income$4M
Employer EIN520889518
Plan Effective Date1974-05-24
Filing StatusFILING RECEIVED

Sponsor Plan History (Special Olympics, Inc.)

Sponsor-wide plan assets over time

All Special Olympics, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 45.668231567482884% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $14.5M $21.2M ▲ +45.7%
Year Plans Participants Total Assets
2022 1 195 $15M
2023 1 159 $19M
2024 1 197 $21M

Nearby 401(k) Plans in District of Columbia

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

Special Olympics, Inc. Retirement Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Special Olympics, Inc. Retirement Plan, Total assets ($B): 0.018684382 · Participants: 159Special Olympics, Inc. Retirement PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.808883656 · Participants: 29441Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 5.758063779 · Participants: 39034Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.918113552 · Participants: 8044Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.182175101 · Participants: 3958Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.63036822 · Participants: 1870Hogan Lovells US LLP Retirement Savings Plan
Special Olympics, Inc. Retirement Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants

Special Olympics, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Hualalai Investors 401(k) Plan in HI ($19M); by covered participants it is Visiting Angels 401(k) Plan in PA (159 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (159 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 Special Olympics, Inc. Retirement Plan assets move in 2023?
Special Olympics, Inc. Retirement Plan grew sharply - up 28.7% during 2023, from $15M to $19M. Reported net income was $4M.
How have Special Olympics, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Special Olympics, Inc.'s sponsor-wide assets grew 45.7%, from $15M to $21M.
Which 401(k) plans are similar in size to Special Olympics, Inc. Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Hualalai Investors 401(k) Plan in HI ($19M, 10 participants).
Which 401(k) plans cover a similar participant headcount to Special Olympics, Inc. Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Visiting Angels 401(k) Plan in PA (159 participants, N/A in assets).