401(k) · DOL Form 5500 · 2024

The Colonial Williamsburg Foundation 401(k) Plan

Data updated 2026-08-25

$101M
Total assets Near avg plan size
1,519
Participants Near avg headcount
91st
Percentile by assets National rank
$66,513
Avg per participant Below avg balance/head
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Official DOL plan name: Colonial Williamsburg Tax Deferred Savings Plan · Sponsored by The Colonial Williamsburg Foundation · Virginia · Arts, Entertainment & Recreation

$101M in assets, 1,519 participants

The Colonial Williamsburg Foundation's Colonial Williamsburg Tax Deferred Savings Plan reported $101M in total assets and 1,519 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #2,784 in Arts, Entertainment & Recreation (2,921 peers)

Where Colonial Williamsburg Tax Deferred Savings Plan sits by assets

Colonial Williamsburg Tax Deferred Savings Plan sits in the top 10% of all filed plans by assets, $101M for 1,519 participants (~$66,513/participant), up 10.7% in 2024.

#2,784
in Arts, Entertainment & Recreation (2,921 peers)
+10.7%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Colonial Williamsburg Tax Deferred Savings Plan's outsized position by total assets

Colonial Williamsburg Tax Deferred Savings Plan vs every filed plan by assets

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

$101,033,041 Top 9% higher than 91% 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

Colonial Williamsburg Tax Deferred Savings 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. Colonial Williamsburg Tax Deferred Savings Plan lands in the large band (1,519 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Colonial Williamsburg Tax Deferred Savings Plan reported net income fell from $13M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Colonial Williamsburg Tax Deferred Savings Plan end-of-year assets rose from $91M in the plan year 2023 filing to $101M in the plan year 2024 filing.
  • Colonial Williamsburg Tax Deferred Savings Plan reported participants rose from 1,468 in the plan year 2023 filing to 1,519 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 540505888 · The Colonial Williamsburg Foundation PY 2024 · 401(k)

Colonial Williamsburg Tax Deferred Savings Plan · $101M · 1,519 · 91st

  • BOOK $101M
  • VS-ST 1,519
  • BOY 91st
  • SCH 401(k)
  • EBSA near Graymont U. S. Non-Union 401(k) Retirement Plan
  • PART ind #2784

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 Arts, Entertainment & Recreation retirement plans → · Plans in Virginia →

Colonial Williamsburg Tax Deferred Savings Plan in the asset neighbourhood

Gitlab Inc. 401(k) Plan$101MAhf Products 401(k) Savings PlanAhf Products 401(k) Savings …$101MNixon Peabody LLP Retirement Savings Plan for Associate AttorneysNixon Peabody LLP Retirement…$101MGraymont U. S. Non-Union 401(k) Retirement PlanGraymont U. S. Non-Union 401…$101MColonial Williamsburg Tax Deferred Savings PlanColonial Williamsburg Tax De…$101M
End-of-year total assets ($M) among Colonial Williamsburg Tax Deferred Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$91M
Net Assets (End of Year)$101M
Net Income$10M
Employer EIN540505888
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Colonial Williamsburg Foundation)

Sponsor-wide plan assets over time

All The Colonial Williamsburg Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$361M 5.052652905609658% vs 2022
2024 filing year
$350M$360M$370M$380M$390M 202220232024 $380M $361M ▼ -5.1%
Year Plans Participants Total Assets
2022 2 2,461 $380M
2023 2 2,569 $383M
2024 2 2,613 $361M

Nearby 401(k) Plans in Virginia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Colonial Williamsburg Tax Deferred Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Colonial Williamsburg Tax Deferred Savings Plan, Total assets ($B): 0.101033041 · Participants: 1519Colonial Williamsburg Tax Deferred Savings PlanNorthrop Grumman Savings Plan, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Corporation 401(k) Plan 6.0Capital One Financial Corporation Associate Savings Plan, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financial Corporation Associate Savings PlanLeidos, Inc. Retirement Plan, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirement Plan
Colonial Williamsburg Tax Deferred Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Colonial Williamsburg Tax Deferred Savings Plan side-by-side with 3 peers →

Colonial Williamsburg Tax Deferred Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Graymont U. S. Non-Union 401(k) Retirement Plan in ($101M); by covered participants it is Baxter Auto Group 401(k) Plan in NE (1,519 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($101M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,519 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 Colonial Williamsburg Tax Deferred Savings Plan assets move in 2024? ▼
Colonial Williamsburg Tax Deferred Savings Plan grew at a solid clip - up 10.7% during 2024, from $91M to $101M. Reported net income was $10M.
How have The Colonial Williamsburg Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Colonial Williamsburg Foundation's sponsor-wide assets declined 5.1%, from $380M to $361M.
Where does Colonial Williamsburg Tax Deferred Savings Plan rank by assets among Form 5500 filers? ▼
Colonial Williamsburg Tax Deferred Savings Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Colonial Williamsburg Tax Deferred Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Graymont U. S. Non-Union 401(k) Retirement Plan in ($101M, 404 participants).
Which 401(k) plans cover a similar participant headcount to Colonial Williamsburg Tax Deferred Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Baxter Auto Group 401(k) Plan in NE (1,519 participants, $61M 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 540505888.

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.