Other · DOL Form 5500 · 2024
Crdf Retirement Plan and Trust Retirement Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 170
- Participants Small participant base
- 79th
- Percentile by assets National rank
- $201,419
- Avg per participant Above avg balance/head
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.
- #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.
- #16,048
- in Professional & Technical Services (20,173 peers)
- +18.0%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Crdf Retirement Plan and Trust's outsized position by total assets
Crdf Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$34,241,203 Top 21% higher than 79% 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
Crdf Retirement Plan and Trust 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. Crdf Retirement Plan and Trust sits mid-pack in the medium band (170 participants).
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.
EBSA filing schedule strip
Filing strip 541773406 · Crdf Retirement Plan and Trust PY 2024 · Other
Crdf Retirement Plan and Trust · $34M · 170 · 79th
- VS-ST $34M
- VS-ST 170
- VS-ST 79th
- VS-ST Other
- VS-ST near Anderson Regional Medical Center 403(b) Plan
- VS-ST ind #16048
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 Professional & Technical Services retirement plans → · Plans in Virginia →
Crdf Retirement Plan and Trust in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | $5M |
| Employer EIN | 541773406 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Crdf Retirement Plan and Trust)
Sponsor-wide plan assets over time
All Crdf Retirement Plan and Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- $34M 54.00467808755938% vs 2022
- 2024 filing year
| 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.
- 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
Crdf Retirement Plan and Trust's out-of-state Other peers by assets and headcount
Outside Virginia, the nearest Other by assets is Anderson Regional Medical Center 403(b) Plan in MS ($34M); by covered participants it is Windward School Defined Contribution Retirement Plan in CA (170 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
Similar participant headcount
Nearest other-state filings by covered participants (170 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.