Defined Benefit (Pension) · DOL Form 5500 · 2024
The Colonial Williamsburg Foundation Pension Plan
Data updated 2026-08-25
- $260M
- Total assets Near avg plan size
- 1,094
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $237,407
- Avg per participant Above avg balance/head
Official DOL plan name: The Retirement Income Plan for Employees of the Colonial Williamsburg Foundation · Sponsored by The Colonial Williamsburg Foundation · Virginia · Arts, Entertainment & Recreation
$260M in assets, 1,094 participants
The Colonial Williamsburg Foundation's The Retirement Income Plan for Employees of the Colonial Williamsburg Foundation reported $260M in total assets and 1,094 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #2,869 in Arts, Entertainment & Recreation (2,921 peers)
Where The Retirement Income Plan for Employees of the Colonial Williamsburg Foundation sits by assets
The Retirement Income Plan for Employees of the Colonial Williamsburg Foundation sits in the top 5% of all filed plans by assets, $260M for 1,094 participants (~$237,407/participant), down 10.9% in 2024.
- #2,869
- in Arts, Entertainment & Recreation (2,921 peers)
- -10.9%
- assets change YoY
- 2.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $32M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Retirement Income Plan for Employees of the Colonial Williamsburg Foundation's outsized position by total assets
The Retirement Income Plan for Employees of the Colonial Williamsburg Foundation vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$259,723,525 Top 5% higher than 95% 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
The Retirement Income Plan for Employees of the Colonial Williamsburg Foundation's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Retirement Income Plan for Employees of the Colonial Williamsburg Foundation lands in the large band (1,094 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Retirement Income Plan for Employees of the Colonial Williamsburg Foundation reported net income fell from -$10M in the plan year 2023 filing to -$32M in the plan year 2024 filing.
- The Retirement Income Plan for Employees of the Colonial Williamsburg Foundation end-of-year assets fell from $291M in the plan year 2023 filing to $260M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 540505888 · The Colonial Williamsburg Foundation PY 2024 · Defined Benefit (Pension)
The Retirement Income Plan for Employees of the Colonial Williamsburg Foundation · $260M · 1,094 · 95th
- EIN $260M
- RANK 1,094
- PHOTO 95th
- IND Defined Benefit (Pension)
- EOY near Northwestern Ohio Plumbers and Pipefitters Pension Plan and Trust
- 5500 ind #2869
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 Arts, Entertainment & Recreation retirement plans → · Plans in Virginia →
The Retirement Income Plan for Employees of the Colonial Williamsburg Foundation in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $291M |
|---|---|
| Net Assets (End of Year) | $260M |
| Net Income | -$32M |
| Employer EIN | 540505888 |
| Plan Effective Date | 1958-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Colonial Williamsburg Foundation)
Sponsor-wide plan assets over time
All The Colonial Williamsburg Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $361M 5.052652905609658% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,461 | $380M |
| 2023 | 2 | 2,569 | $383M |
| 2024 | 2 | 2,613 | $361M |
Nearby Defined Benefit (Pension) Plans in Virginia
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Pension Plan $18.8B · 12,678
- Retirement Security Plan $11.5B · 56,633
- Sheet Metal Workers' National Pension Fund $8.9B · 63,530
- Ng Space&mission Systems Corp Salaried Pension Pla $8.4B · 6,737
- Dominion Energy Pension Plan $8.3B · 11,758
The Retirement Income Plan for Employees of the Colonial Williamsburg Foundation's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Virginia, the nearest Defined Benefit (Pension) by assets is Northwestern Ohio Plumbers and Pipefitters Pension Plan and Trust in OH ($260M); by covered participants it is I.a.T.S.E. Local No. 33 Pension Trust Fund in CA (1,094 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($260M here).
- Northwestern Ohio Plumbers and Pipefitters Pension Plan and Trust (OH) $260M · 1,126
- Solvay US Companies Pension Plan (NJ) $260M · 514
- Retirement Plan of Sasol (USA) Coporation (TX) $259M · 1,290
- Ing Financial Services LLC Retirement Plan (NY) $259M · 312
Similar participant headcount
Nearest other-state filings by covered participants (1,094 participants); asset peers above are excluded.
- I.a.T.S.E. Local No. 33 Pension Trust Fund (CA) 1,094 · 0 off
- Celanese Americas Retirement Pension Plan (TX) 1,096 · 2 off
- Knights of Columbus Agents Pension Plan (CT) 1,091 · 3 off
- Redstone Federal Credit Union Defined Benefit Plan (AL) 1,097 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.