Other · DOL Form 5500 · 2024
Wolf Trap Foundation for the Performing Arts Retirement Plan
Data updated 2026-08-11
- $20M
- Total assets
- 165
- Participants
- 70th
- Percentile by assets
- $120,591
- Avg per participant
Official DOL plan name: Wolf Trap Foundation 403(b) Plan · Sponsored by Wolf Trap Foundation for the Performing Arts · Virginia · Other Services
$20M in assets, 165 participants
Wolf Trap Foundation for the Performing Arts's Wolf Trap Foundation 403(b) Plan reported $20M in total assets and 165 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.
- 70th percentile by assets (of 123,622 plans)
- #6,452 in Other Services (7,719 peers)
Coverage in Virginia
Wolf Trap Foundation 403(b) Plan covers 165 participants in Virginia, about 21% of the average Virginia filer (state average ~782 per filing). Assets: $20M.
- $20M
- total plan assets (2024 EOY)
- 165
- covered participants
- 70th
- percentile by assets (of 123,622 plans)
- $120,591
- avg assets per participant
The plan reported a net loss of $229K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Wolf Trap Foundation 403(b) Plan reported net income fell from $4M in the plan year 2023 filing to -$229K in the plan year 2024 filing.
- Wolf Trap Foundation 403(b) Plan reported participants rose from 103 in the plan year 2023 filing to 165 in the plan year 2024 filing.
- Wolf Trap Foundation 403(b) Plan end-of-year assets fell from $20M in the plan year 2023 filing to $20M in the plan year 2024 filing.
Participants vs Virginia filers
In Virginia, the average filing covers about 782 participants across 3,655 plans. Wolf Trap Foundation 403(b) Plan reports 165 participants - about 21% of that state average ($20M EOY assets).
Virginia filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | -$229K |
| Employer EIN | 237011544 |
| Plan Effective Date | 2005-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wolf Trap Foundation for the Performing Arts)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 99 | $16M |
| 2023 | 1 | 103 | $20M |
| 2024 | 1 | 165 | $20M |
Nearby Other Plans in Virginia
Peer Other plans, same state, same plan type, ranked by total assets.
Wolf Trap Foundation 403(b) Plan vs. nearby Other plans in Virginia, assets vs. participants
- The Mitre Corporation Tax Sheltered Annuity Plan $5.1B · 12,379
- Sentara 403(b) Savings Plan $3.7B · 28,192
- The George Washington University Supplemental Retirement Plan $1.6B · 8,262
- Institute for Defense Analyses Tax Deferred Annuity Plan $875M · 1,541
- Carilion Clinic 403(b) Retirement Savings Plan $822M · 13,296
Similar-Sized Other Plans Nationally
Other plans in other states closest to Wolf Trap Foundation 403(b) Plan by total assets, not by location.
Frequently Asked Questions
How did Wolf Trap Foundation 403(b) Plan assets move in 2024? ▼
How have Wolf Trap Foundation for the Performing Arts plan assets changed over time? ▼
Which Other plans are similar in size to Wolf Trap Foundation 403(b) Plan? ▼
Next read for Wolf Trap Foundation 403(b) Plan
Filing takeaways
Ways to act on Wolf Trap Foundation 403(b) Plan's numbers.
- By total assets, Wolf Trap Foundation 403(b) Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Virginia. Compare plans
- Wolf Trap Foundation for the Performing Arts's sponsor-wide assets have grown 24.4% since 2022 across 3 plan years on file. More Other Services plans