Other · DOL Form 5500 · 2024

Trout Unlimited, Inc. Retirement Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
330
Participants Below avg headcount
82nd
Percentile by assets National rank
$125,432
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Trout Unlimited Section 403(b) Retirement Plan · Sponsored by Trout Unlimited, Inc. · Virginia · Other Services

$41M in assets, 330 participants

Trout Unlimited, Inc.'s Trout Unlimited Section 403(b) Retirement Plan reported $41M in total assets and 330 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #7,058 in Other Services (7,719 peers)

Coverage in Virginia

Trout Unlimited Section 403(b) Retirement Plan covers 330 participants in Virginia, about 42% of the average Virginia filer (state average ~782 per filing). Assets: $41M.

#7,058
in Other Services (7,719 peers)
+19.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Trout Unlimited Section 403(b) Retirement Plan's outsized position by total assets

Trout Unlimited Section 403(b) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$41,392,482 Top 18% higher than 82% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Trout Unlimited Section 403(b) Retirement 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. Trout Unlimited Section 403(b) Retirement Plan sits mid-pack in the medium band (330 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Trout Unlimited Section 403(b) Retirement Plan end-of-year assets rose from $35M in the plan year 2023 filing to $41M in the plan year 2024 filing.
  • Trout Unlimited Section 403(b) Retirement Plan reported participants rose from 288 in the plan year 2023 filing to 330 in the plan year 2024 filing.
  • Trout Unlimited Section 403(b) Retirement Plan reported net income rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 381612715 · Trout Unlimited, Inc. PY 2024 · Other

Trout Unlimited Section 403(b) Retirement Plan · $41M · 330 · 82nd

  • VS-ST $41M
  • BOY 330
  • SCH 82nd
  • EBSA Other
  • PART near Oglethorpe University 403(b) Retirement Program
  • TYPE ind #7058

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 →

Trout Unlimited Section 403(b) Retirement Plan in the asset neighbourhood

Pinewood-Oakwood School 403(b) Retirement PlanPinewood-Oakwood School 403(…$41MTrout Unlimited Section 403(b) Retirement PlanTrout Unlimited Section 403(…$41MOglethorpe University 403(b) Retirement ProgramOglethorpe University 403(b)…$41MOttawa University DC Plan$41MPublic Media Group of Southern California 403(b) Retirement PlanPublic Media Group of Southe…$41M
End-of-year total assets ($M) among Trout Unlimited Section 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Virginia filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$41M
Net Income$7M
Employer EIN381612715
Plan Effective Date2008-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trout Unlimited, Inc.)

Sponsor-wide plan assets over time

All Trout Unlimited, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$41M 46.96328296926568% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $28.2M $41.4M ▲ +46.9%
Year Plans Participants Total Assets
2022 1 265 $28M
2023 1 288 $35M
2024 1 330 $41M

Nearby Other Plans in Virginia

Peer Other plans, same state, same plan type, ranked by total assets.

Trout Unlimited Section 403(b) Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -20246 Total assets ($B) Participants Trout Unlimited Section 403(b) Retirement Plan, Total assets ($B): 0.041392482 · Participants: 330Trout Unlimited Section 403(b) Retirement PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 5.12389915 · Participants: 12379The Mitre Corporation Tax Sheltered Annuity PlanSentara 403(b) Savings Plan, Total assets ($B): 3.744462888 · Participants: 28192Sentara 403(b) Savings PlanThe George Washington University Supplemental Retirement Plan, Total assets ($B): 1.64916352 · Participants: 8262The George Washington University Supplemental Retirement PlanInstitute for Defense Analyses Tax Deferred Annuity Plan, Total assets ($B): 0.875147544 · Participants: 1541Institute for Defense Analyses Tax Deferred Annuity PlanCarilion Clinic 403(b) Retirement Savings Plan, Total assets ($B): 0.822189307 · Participants: 13296Carilion Clinic 403(b) Retirement Savings Plan
Trout Unlimited Section 403(b) Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants
Compare Trout Unlimited Section 403(b) Retirement Plan side-by-side with 3 peers →

Trout Unlimited Section 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is Oglethorpe University 403(b) Retirement Program in GA ($41M); by covered participants it is Icahn Charter School Retirement Savings Plan in NY (330 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (330 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.

Frequently Asked Questions

How did Trout Unlimited Section 403(b) Retirement Plan assets move in 2024? ▼
Trout Unlimited Section 403(b) Retirement Plan grew sharply - up 19.5% during 2024, from $35M to $41M. Reported net income was $7M.
How have Trout Unlimited, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trout Unlimited, Inc.'s sponsor-wide assets grew 47.0%, from $28M to $41M.
Where does Trout Unlimited Section 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Trout Unlimited Section 403(b) Retirement Plan ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Trout Unlimited Section 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Oglethorpe University 403(b) Retirement Program in GA ($41M, 308 participants).
Which Other plans cover a similar participant headcount to Trout Unlimited Section 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Icahn Charter School Retirement Savings Plan in NY (330 participants, $22M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 381612715.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.