Other · DOL Form 5500 · 2024

Crdf Retirement Plan and Trust Retirement Plan

Data updated 2026-08-11

$34M
Total assets
170
Participants
79th
Percentile by assets
$201,419
Avg per participant
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Official DOL plan name: Crdf Retirement Plan and Trust · Sponsored by Crdf Retirement Plan and Trust · Virginia · Professional & Technical Services

$34M in assets, 170 participants

Crdf Retirement Plan and Trust's Crdf Retirement Plan and Trust reported $34M in total assets and 170 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • 79th percentile by assets (of 123,622 plans)
  • #16,048 in Professional & Technical Services (20,173 peers)

Coverage in Virginia

Crdf Retirement Plan and Trust covers 170 participants in Virginia, about 22% of the average Virginia filer (state average ~782 per filing). Assets: $34M.

$34M
total plan assets (2024 EOY)
170
covered participants
79th
percentile by assets (of 123,622 plans)
$201,419
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Crdf Retirement Plan and Trust reported net income fell from $7M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Crdf Retirement Plan and Trust end-of-year assets rose from $29M in the plan year 2023 filing to $34M in the plan year 2024 filing.
  • Crdf Retirement Plan and Trust reported participants fell from 196 in the plan year 2023 filing to 170 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Participants vs Virginia filers

In Virginia, the average filing covers about 782 participants across 3,655 plans. Crdf Retirement Plan and Trust reports 170 participants - about 22% of that state average ($34M EOY assets).

Virginia filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$34M
Net Income$5M
Employer EIN541773406
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Crdf Retirement Plan and Trust)

$20M$25M$30M$35M$40M 202220232024 $22.2M $34.2M ▲ +54.0%
Total plan assets by year, all Crdf Retirement Plan and Trust plans on file
Year Plans Participants Total Assets
2022 1 144 $22M
2023 1 196 $29M
2024 1 170 $34M

Nearby Other Plans in Virginia

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

Crdf Retirement Plan and Trust vs. nearby Other plans in Virginia, assets vs. participants

Crdf Retirement Plan and Trust vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -20246 Total assets ($B) Participants Crdf Retirement Plan…The Mitre Corporatio…Sentara 403(b) Savin…The George Washingto…Institute for Defens…Carilion Clinic 403(…
Crdf Retirement Plan and Trust vs. nearby Other plans in Virginia, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Crdf Retirement Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did Crdf Retirement Plan and Trust assets move in 2024?
Crdf Retirement Plan and Trust grew sharply - up 18.0% during 2024, from $29M to $34M. Reported net income was $5M.
How have Crdf Retirement Plan and Trust plan assets changed over time?
Across 3 plan years on file (2022-2024), Crdf Retirement Plan and Trust's sponsor-wide assets grew 54.0%, from $22M to $34M.
Where does Crdf Retirement Plan and Trust rank by assets among Form 5500 filers?
Crdf Retirement Plan and Trust ranks in the 79th 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 Crdf Retirement Plan and Trust?
Among Other plans in other states, the closest by assets is Anderson Regional Medical Center 403(b) Plan in MS ($34M, 1,645 participants).

Filing takeaways

Ways to act on Crdf Retirement Plan and Trust's numbers.