Other · DOL Form 5500 · 2024

Washington and Lee University Retirement Plan

Data updated 2026-07-24

$437M
Total assets: 1,079
Participants: 97th
Percentile by assets: $404,894
Avg per participant

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.

97th percentile by assets (of 116,472 plans)

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.

$437M
total plan assets (2024 EOY): 1,079
covered participants: 97th
percentile by assets (of 116,472 plans): $404,894
avg assets per participant

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.

See the national 2023→2024 release diff →

State

Virginia

Industry

Educational Services

Washington and Lee University Defined Contribution Plan vs the 2024 asset distribution

By assets, Washington and Lee University Defined Contribution Plan outranks 97% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 4.4x the national average plan size of $100M (730 average participants).

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)

Total plan assets by year, all Washington and Lee University plans on file

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.

Washington and Lee University Defined Contribution Plan vs. nearby Other plans in Virginia, assets vs. participants

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

Compare Washington and Lee University Defined Co… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Washington and Lee University Defined Contribution Plan by total assets, not by location.

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

Frequently Asked Questions

How did Washington and Lee University Defined Contribution Plan assets move in 2024? ▼

Washington and Lee University Defined Contribution Plan grew at a solid clip - up 7.2% during 2024, from $408M to $437M. Reported net income was $29M.

How have Washington and Lee University plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Washington and Lee University's sponsor-wide assets grew 19.6%, from $365M to $437M.

Where does Washington and Lee University Defined Contribution Plan rank by assets among Form 5500 filers? ▼

Washington and Lee University Defined Contribution Plan ranks in the 97th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which Other plans are similar in size to Washington and Lee University Defined Contribution Plan? ▼

Among Other plans in other states, the closest by assets is Eisenhower Medical Center 403(b) Retirement Plan in CA ($435M, 4,456 participants).

Next read for Washington and Lee University Defined Co…

Scale reading

Ways to act on Washington and Lee University Defined Contribution Plan's numbers.

By total assets, Washington and Lee University Defined Contribution Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Other plans in Virginia. Compare plans
Washington and Lee University's sponsor-wide assets have grown 19.6% since 2022 across 3 plan years on file. More Educational Services plans

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 540505977.

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.