Other · DOL Form 5500 · 2023
Woodberry Forest School Retirement Plan
Data updated 2026-08-25
- $74M
- Total assets Below avg plan size
- 258
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $286,036
- Avg per participant High balance/head
Official DOL plan name: Woodberry Forest School Defined Contribution Retirement Plan · Sponsored by Woodberry Forest School · Virginia · Educational Services
$74M in assets, 258 participants
Woodberry Forest School's Woodberry Forest School Defined Contribution Retirement Plan reported $74M in total assets and 258 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- #3,000 in Educational Services (3,735 peers)
Coverage in Virginia
Woodberry Forest School Defined Contribution Retirement Plan covers 258 participants in Virginia, about 33% of the average Virginia filer (state average ~782 per filing). Assets: $74M.
- #3,000
- in Educational Services (3,735 peers)
- +14.9%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Woodberry Forest School Defined Contribution Retirement Plan's outsized position by total assets
Woodberry Forest School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$73,797,216 Top 11% higher than 89% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Woodberry Forest School Defined Contribution 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. Woodberry Forest School Defined Contribution Retirement Plan sits mid-pack in the medium band (258 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Woodberry Forest School Defined Contribution Retirement Plan reported net income rose from $7M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Woodberry Forest School Defined Contribution Retirement Plan end-of-year assets rose from $64M in the plan year 2022 filing to $74M in the plan year 2023 filing.
- Woodberry Forest School Defined Contribution Retirement Plan reported participants fell from 264 in the plan year 2022 filing to 258 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 540519590 · Woodberry Forest School PY 2023 · Other
Woodberry Forest School Defined Contribution Retirement Plan · $74M · 258 · 89th
- RANK $74M
- RANK 258
- RANK 89th
- RANK Other
- RANK near Clinica Sierra Vista Retirement Plan
- RANK ind #3000
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 Educational Services retirement plans → · Plans in Virginia →
Woodberry Forest School Defined Contribution Retirement Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $64M |
|---|---|
| Net Assets (End of Year) | $74M |
| Net Income | $10M |
| Employer EIN | 540519590 |
| Plan Effective Date | 1953-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Woodberry Forest School)
Sponsor-wide plan assets over time
All Woodberry Forest School plans reported in each filing year
- Latest sponsor-wide plan assets
- $77M 20.303521825111968% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 264 | $64M |
| 2023 | 1 | 258 | $74M |
| 2024 | 1 | 258 | $77M |
Nearby Other Plans in Virginia
Peer Other plans, same state, same plan type, ranked by total assets.
- Sentara 403(b) Savings Plan $3.3B · 25,806
- The George Washington University Supplemental Retirement Plan $1.5B · 8,047
- Institute for Defense Analyses Tax Deferred Annuity Plan $801M · 1,453
- Carilion Clinic 403(b) Retirement Savings Plan $722M · 12,978
- Centra Health Matching Tax Deferred Savings Plan $670M · 7,141
Woodberry Forest School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Virginia, the nearest Other by assets is Clinica Sierra Vista Retirement Plan in CA ($74M); by covered participants it is Friendship Village of Dublin Matched Fund Retirement Plan in OH (258 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($74M here).
- Clinica Sierra Vista Retirement Plan (CA) $74M · 1,248
- Paideia School Retirement Plan (GA) $74M · 214
- Center for Strategic and International Studies Retirement Plan (DC) $74M · 213
- Grove City College Savings and Retirement Plan (PA) $73M · 598
Similar participant headcount
Nearest other-state filings by covered participants (258 participants); asset peers above are excluded.
- Friendship Village of Dublin Matched Fund Retirement Plan (OH) 258 · 0 off
- Cts, Inc. 403(b) Plan (CT) 258 · 0 off
- Dow Rummel Village 403(b) Plan (SD) 258 · 0 off
- Cmh, Inc. 403(b) (NY) 258 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.