Other · DOL Form 5500 · 2024
Wolf Trap Foundation for the Performing Arts Retirement Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 165
- Participants Small participant base
- 70th
- Percentile by assets National rank
- $120,591
- Avg per participant Near avg balance/head
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.
- #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.
- #6,452
- in Other Services (7,719 peers)
- -1.1%
- assets change YoY
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.
Wolf Trap Foundation 403(b) Plan's outsized position by total assets
Wolf Trap Foundation 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$19,897,446 Top 30% higher than 70% 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
Wolf Trap Foundation 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. Wolf Trap Foundation 403(b) Plan sits mid-pack in the medium band (165 participants).
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.
Plan-year Form 5500 strip
Filing strip 237011544 · Wolf Trap Foundation for the Performing Arts PY 2024 · Other
Wolf Trap Foundation 403(b) Plan · $20M · 165 · 70th
- PART $20M
- PART 165
- PART 70th
- PART Other
- PART near St. Joseph's Collegiate Institute Defined Contribution Retirement Plan
- PART ind #6452
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 Other Services retirement plans → · Plans in Virginia →
Wolf Trap Foundation 403(b) Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Wolf Trap Foundation for the Performing Arts plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 24.418548446954034% vs 2022
- 2024 filing year
| 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.
- 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
Wolf Trap Foundation 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Virginia, the nearest Other by assets is St. Joseph's Collegiate Institute Defined Contribution Retirement Plan in NY ($20M); by covered participants it is Jcc on the Palisades 403(b) Retirement Plan in NJ (165 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
Similar participant headcount
Nearest other-state filings by covered participants (165 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.