Other · DOL Form 5500 · 2024
Washington and Lee University Retirement Plan
Data updated 2026-08-25
- $437M
- Total assets Above avg plan size
- 1,079
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $404,894
- Avg per participant High balance/head
Official DOL plan name: Washington and Lee University Defined Contribution Plan · Sponsored by Washington and Lee University · Virginia · Educational Services
$437M in assets, 1,079 participants
Washington and Lee University's Washington and Lee University Defined Contribution Plan reported $437M in total assets and 1,079 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #3,464 in Educational Services (3,638 peers)
Where Washington and Lee University Defined Contribution Plan sits by assets
Washington and Lee University Defined Contribution Plan sits in the top 5% of all filed plans by assets, $437M for 1,079 participants (~$404,894/participant), up 7.2% in 2024.
- #3,464
- in Educational Services (3,638 peers)
- +7.2%
- assets growth YoY
- 4.4×
- vs typical plan assets (national mean)
Washington and Lee University Defined Contribution Plan's outsized position by total assets
Washington and Lee University Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$436,880,129 Top 3% higher than 97% 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
Washington and Lee University Defined Contribution Plan'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. Washington and Lee University Defined Contribution Plan lands in the large band (1,079 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Washington and Lee University Defined Contribution Plan reported net income fell from $42M in the plan year 2023 filing to $29M in the plan year 2024 filing.
- Washington and Lee University Defined Contribution Plan reported participants fell from 1,288 in the plan year 2023 filing to 1,079 in the plan year 2024 filing.
- Washington and Lee University Defined Contribution Plan end-of-year assets rose from $408M in the plan year 2023 filing to $437M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 540505977 · Washington and Lee University PY 2024 · Other
Washington and Lee University Defined Contribution Plan · $437M · 1,079 · 97th
- NET $437M
- NET 1,079
- NET 97th
- NET Other
- NET near Eisenhower Medical Center 403(b) Retirement Plan
- NET ind #3464
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 →
Washington and Lee University Defined Contribution Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $408M |
|---|---|
| Net Assets (End of Year) | $437M |
| Net Income | $29M |
| Employer EIN | 540505977 |
| Plan Effective Date | 1975-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Washington and Lee University)
Sponsor-wide plan assets over time
All Washington and Lee University plans reported in each filing year
- Latest sponsor-wide plan assets
- $437M 19.593839916060524% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,209 | $365M |
| 2023 | 1 | 1,288 | $408M |
| 2024 | 1 | 1,079 | $437M |
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
Washington and Lee University Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside Virginia, the nearest Other by assets is Eisenhower Medical Center 403(b) Retirement Plan in CA ($435M); by covered participants it is Employee Benefit Plan of Maine Association for Community Service Providers in ME (1,078 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($437M here).
- Eisenhower Medical Center 403(b) Retirement Plan (CA) $435M · 4,456
- Mutual of America Life Insurance Company Savings Plan (NY) $435M · 1,051
- Atlanticare 403(b) Retirement Plan (NJ) $434M · 6,265
- Community Foundation of Northwest Indiana 403(b) Retirement Plan (IN) $440M · 7,792
Similar participant headcount
Nearest other-state filings by covered participants (1,079 participants); asset peers above are excluded.
- Employee Benefit Plan of Maine Association for Community Service Providers (ME) 1,078 · 1 off
- Owensboro Health 403(b) Match Plan (KY) 1,077 · 2 off
- Special People in Northeast, Inc. 403(b) Plan (PA) 1,077 · 2 off
- Clearbrook Pension Savings Plan (IL) 1,081 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.