Money Purchase · DOL Form 5500 · 2024
The George Washington University Money Purchase Plan
Data updated 2026-08-25
- $1.4B
- Total assets Very large vs avg
- 3,862
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $375,253
- Avg per participant High balance/head
Official DOL plan name: The George Washington University Retirement Plan for Faculty and Staff · Sponsored by The George Washington University · Virginia · Educational Services
$1.4B in assets, 3,862 participants
The George Washington University's The George Washington University Retirement Plan for Faculty and Staff reported $1.4B in total assets and 3,862 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- #3,582 in Educational Services (3,638 peers)
Coverage in Virginia
The George Washington University Retirement Plan for Faculty and Staff covers 3,862 participants in Virginia, 4.9x the typical Virginia plan (state average ~782 per filing). Assets: $1.4B.
- #3,582
- in Educational Services (3,638 peers)
- +10.1%
- assets growth YoY
- 15×
- vs typical plan assets (national mean)
The George Washington University Retirement Plan for Faculty and Staff's outsized position by total assets
The George Washington University Retirement Plan for Faculty and Staff vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,449,226,057 Top 1% higher than 99% 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 George Washington University Retirement Plan for Faculty and Staff'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 George Washington University Retirement Plan for Faculty and Staff lands in the large band (3,862 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The George Washington University Retirement Plan for Faculty and Staff reported net income fell from $162M in the plan year 2023 filing to $133M in the plan year 2024 filing.
- The George Washington University Retirement Plan for Faculty and Staff end-of-year assets rose from $1.3B in the plan year 2023 filing to $1.4B in the plan year 2024 filing.
- The George Washington University Retirement Plan for Faculty and Staff reported participants rose from 3,809 in the plan year 2023 filing to 3,862 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 530196584 · The George Washington University PY 2024 · Money Purchase
The George Washington University Retirement Plan for Faculty and Staff · $1.4B · 3,862 · 99th
- PART $1.4B
- PART 3,862
- PART 99th
- PART Money Purchase
- PART near Brookhaven Science Associates, LLC Retirement Plan
- PART ind #3582
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 →
The George Washington University Retirement Plan for Faculty and Staff in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $1.3B |
|---|---|
| Net Assets (End of Year) | $1.4B |
| Net Income | $133M |
| Employer EIN | 530196584 |
| Plan Effective Date | 1945-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The George Washington University)
Sponsor-wide plan assets over time
All The George Washington University plans reported in each filing year
- Latest sponsor-wide plan assets
- $3.1B 22.88352979751439% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 11,910 | $2.5B |
| 2023 | 2 | 11,856 | $2.8B |
| 2024 | 2 | 12,124 | $3.1B |
Nearby Money Purchase Plans in Virginia
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Qualified Retirement Plan $2.8B · 12,228
- Noblis, Inc. Qualified Retirement Plan $246M · 2,434
- Mid-Atlantic States District Council Participating Locals Annuity Fund $149M · 6,604
- American College of Radiology Employees' Pension Plan and Trust $108M · 560
- Operating Engineers Local No. 147 Annuity Fund $65M · 2,421
The George Washington University Retirement Plan for Faculty and Staff's out-of-state Money Purchase peers by assets and headcount
Outside Virginia, the nearest Money Purchase by assets is Brookhaven Science Associates, LLC Retirement Plan in NY ($1.5B); by covered participants it is Teamster Local 282 Annuity Trust Fund in NY (3,887 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.4B here).
- Brookhaven Science Associates, LLC Retirement Plan (NY) $1.5B · 2,624
- Laborers Annuity Plan for Northern California (CA) $1.6B · 29,331
- Scripps Health Retirement Savings Plan (CA) $1.3B · 16,148
- Central Midwest Regional Council of Carpenters Defined Contribution Pension Plan (MI) $1.6B · 35,197
Similar participant headcount
Nearest other-state filings by covered participants (3,862 participants); asset peers above are excluded.
- Teamster Local 282 Annuity Trust Fund (NY) 3,887 · 25 off
- Pipe Fitters Local Union #211 Defined Contribution Retirement Plan (TX) 3,828 · 34 off
- Plumbers & Pipefitters Lu 286 Money Purchase Plan (NM) 3,663 · 199 off
- Hawaii Carpenters Financial Security Fund (HI) 4,066 · 204 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.