401(k) · DOL Form 5500 · 2024

The Colonial Williamsburg Foundation 401(k) Plan

Data updated 2026-08-11

$101M
Total assets: 1,519
Participants: 91st
Percentile by assets: $66,513
Avg per participant

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.

91st percentile by assets (of 123,622 plans)
#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.

$101M
total plan assets (2024 EOY): 1,519
covered participants: 91st
percentile by assets (of 123,622 plans): $66,513
avg assets per participant

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 →

State

Virginia

Industry

Arts, Entertainment & Recreation

Colonial Williamsburg Tax Deferred Savings Plan vs the 2024 asset distribution

By assets, Colonial Williamsburg Tax Deferred Savings Plan outranks 91% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$91M
Net Assets (End of Year)	$101M
Net Income	$10M
Employer EIN	540505888
Plan Effective Date	1997-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (The Colonial Williamsburg Foundation)

Total plan assets by year, all The Colonial Williamsburg Foundation plans on file

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

Northrop Grumman Savings Plan $39.5B · 104,719
401(k) Pension Plan $16.8B · 62,869
General Dynamics Corporation 401(k) Plan 6.0 $12.4B · 49,414
Capital One Financial Corporation Associate Savings Plan $12.0B · 44,933
Leidos, Inc. Retirement Plan $11.8B · 29,734

Compare Colonial Williamsburg Tax Deferred Savin… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Colonial Williamsburg Tax Deferred Savings Plan by total assets, not by location.

Graymont U. S. Non-Union 401(k) Retirement Plan () $101M · 404
Ahf Products 401(k) Savings Plan (PA) $101M · 1,671
Nixon Peabody LLP Retirement Savings Plan for Associate Attorneys (NY) $101M · 179
Gitlab Inc. 401(k) Plan (CA) $101M · 1,030

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).

Next read for Colonial Williamsburg Tax Deferred Savin…

Scale reading

Ways to act on Colonial Williamsburg Tax Deferred Savings Plan's numbers.

By total assets, Colonial Williamsburg Tax Deferred Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Virginia. Compare plans
The Colonial Williamsburg Foundation's sponsor-wide assets have declined 5.1% since 2022 across 3 plan years on file. More Arts, Entertainment & Recreation 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 540505888.