Other · DOL Form 5500 · 2024
Whitman-Walker Clinic, Inc. Retirement Plan
Data updated 2026-08-25
- $25M
- Total assets Below avg plan size
- 323
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $78,607
- Avg per participant Below avg balance/head
Official DOL plan name: Whitman-Walker Health 403(b) Plan · Sponsored by Whitman-Walker Clinic, Inc. · District of Columbia · Healthcare & Social Assistance
$25M in assets, 323 participants
Whitman-Walker Clinic, Inc.'s Whitman-Walker Health 403(b) Plan reported $25M in total assets and 323 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- #13,273 in Healthcare & Social Assistance (16,916 peers)
Coverage in District of Columbia
Whitman-Walker Health 403(b) Plan covers 323 participants in District of Columbia, about 22% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $25M.
- #13,273
- in Healthcare & Social Assistance (16,916 peers)
- +13.6%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Whitman-Walker Health 403(b) Plan's outsized position by total assets
Whitman-Walker Health 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$25,390,001 Top 25% higher than 75% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Whitman-Walker Health 403(b) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Whitman-Walker Health 403(b) Plan sits mid-pack in the medium band (323 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Whitman-Walker Health 403(b) Plan end-of-year assets rose from $22M in the plan year 2023 filing to $25M in the plan year 2024 filing.
- Whitman-Walker Health 403(b) Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Whitman-Walker Health 403(b) Plan reported participants rose from 303 in the plan year 2023 filing to 323 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 521122122 · Whitman-Walker Clinic, Inc. PY 2024 · Other
Whitman-Walker Health 403(b) Plan · $25M · 323 · 75th
- NET $25M
- NET 323
- NET 75th
- NET Other
- NET near Tax Deferred Annuity Plan for Employees of Wxxi Public Broadcasting Council
- NET ind #13273
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 →
Whitman-Walker Health 403(b) Plan in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $3M |
| Employer EIN | 521122122 |
| Plan Effective Date | 1991-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Whitman-Walker Clinic, Inc.)
Sponsor-wide plan assets over time
All Whitman-Walker Clinic, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 33.74004034429605% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 290 | $19M |
| 2023 | 1 | 303 | $22M |
| 2024 | 1 | 323 | $25M |
Nearby Other Plans in District of Columbia
Peer Other plans, same state, same plan type, ranked by total assets.
- Int'l Brotherhood of Electrical Workers' Pension Benefit Fund $2.8B · 450,729
- Georgetown University Defined Contribution Retirement Plan $2.5B · 4,882
- American University Defined Contribution Retirement Plan $1.4B · 5,480
- Howard University Savings Plan $1.2B · 6,543
- Georgetown University Voluntary Contribution Retirement Plan $979M · 14,512
Whitman-Walker Health 403(b) Plan's out-of-state Other peers by assets and headcount
Outside District of Columbia, the nearest Other by assets is Tax Deferred Annuity Plan for Employees of Wxxi Public Broadcasting Council in NY ($25M); by covered participants it is Cornerstone Education Group 403(b) Plan in MI (323 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
Similar participant headcount
Nearest other-state filings by covered participants (323 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.