Other · DOL Form 5500 · 2024

The Conservation Fund Retirement Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size
194
Participants Below avg headcount
87th
Percentile by assets National rank
$340,440
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Conservation Fund Retirement Savings Plan · Sponsored by The Conservation Fund · Virginia · Other Services

$66M in assets, 194 participants

The Conservation Fund's The Conservation Fund Retirement Savings Plan reported $66M in total assets and 194 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,300 in Other Services (7,719 peers)

Coverage in Virginia

The Conservation Fund Retirement Savings Plan covers 194 participants in Virginia, about 25% of the average Virginia filer (state average ~782 per filing). Assets: $66M.

#7,300
in Other Services (7,719 peers)
+14.4%
assets growth YoY
0.7×
vs typical plan assets (national mean)

The Conservation Fund Retirement Savings Plan's outsized position by total assets

The Conservation Fund Retirement Savings Plan vs every filed plan by assets

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

$66,045,324 Top 13% higher than 87% 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

The Conservation Fund Retirement Savings Plan 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. The Conservation Fund Retirement Savings Plan sits mid-pack in the medium band (194 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Conservation Fund Retirement Savings Plan reported net income rose from $5M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • The Conservation Fund Retirement Savings Plan end-of-year assets rose from $58M in the plan year 2023 filing to $66M in the plan year 2024 filing.
  • The Conservation Fund Retirement Savings Plan reported participants rose from 186 in the plan year 2023 filing to 194 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 521388917 · The Conservation Fund PY 2024 · Other

The Conservation Fund Retirement Savings Plan · $66M · 194 · 87th

  • PCT $66M
  • PCT 194
  • PCT 87th
  • PCT Other
  • PCT near White Plains Hospital Center 403(b) Tax Deferred Annuity Plan
  • PCT ind #7300

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 Other Services retirement plans → · Plans in Virginia →

The Conservation Fund Retirement Savings Plan in the asset neighbourhood

White Plains Hospital Center 403(b) Tax Deferred Annuity PlanWhite Plains Hospital Center…$66MThe Conservation Fund Retirement Savings PlanThe Conservation Fund Retire…$66MThe American School in London Foundation 403(b) Retirement PlanThe American School in Londo…$66MSt. Xavier High School Defined Contribution Retirement PlanSt. Xavier High School Defin…$66MAmerican Academy of Dermatology 403b PlanAmerican Academy of Dermatol…$66M
End-of-year total assets ($M) among The Conservation Fund Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Virginia filing particulars

Total Assets (Beginning of Year)$58M
Net Assets (End of Year)$66M
Net Income$8M
Employer EIN521388917
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Conservation Fund)

Sponsor-wide plan assets over time

All The Conservation Fund plans reported in each filing year

Latest sponsor-wide plan assets
$66M 26.13737269393385% vs 2022
2024 filing year
$50M$55M$60M$65M$70M 202220232024 $52.4M $66.1M ▲ +26.1%
Year Plans Participants Total Assets
2022 1 192 $52M
2023 1 186 $58M
2024 1 194 $66M

Nearby Other Plans in Virginia

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

The Conservation Fund Retirement Savings Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -20246 Total assets ($B) Participants The Conservation Fund Retirement Savings Plan, Total assets ($B): 0.066045324 · Participants: 194The Conservation Fund Retirement Savings PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 5.12389915 · Participants: 12379The Mitre Corporation Tax Sheltered Annuity PlanSentara 403(b) Savings Plan, Total assets ($B): 3.744462888 · Participants: 28192Sentara 403(b) Savings PlanThe George Washington University Supplemental Retirement Plan, Total assets ($B): 1.64916352 · Participants: 8262The George Washington University Supplemental Retirement PlanInstitute for Defense Analyses Tax Deferred Annuity Plan, Total assets ($B): 0.875147544 · Participants: 1541Institute for Defense Analyses Tax Deferred Annuity PlanCarilion Clinic 403(b) Retirement Savings Plan, Total assets ($B): 0.822189307 · Participants: 13296Carilion Clinic 403(b) Retirement Savings Plan
The Conservation Fund Retirement Savings Plan vs. nearby Other plans in Virginia, assets vs. participants
Compare The Conservation Fund Retirement Savings Plan side-by-side with 3 peers →

The Conservation Fund Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is White Plains Hospital Center 403(b) Tax Deferred Annuity Plan in NY ($66M); by covered participants it is Early Learning Coalition of Palm Beach County, Inc. Section 403b Tax Deferred Annuity Plan in FL (194 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (194 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 The Conservation Fund Retirement Savings Plan assets move in 2024? ▼
The Conservation Fund Retirement Savings Plan grew at a solid clip - up 14.4% during 2024, from $58M to $66M. Reported net income was $8M.
How have The Conservation Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Conservation Fund's sponsor-wide assets grew 26.1%, from $52M to $66M.
Where does The Conservation Fund Retirement Savings Plan rank by assets among Form 5500 filers? ▼
The Conservation Fund Retirement Savings Plan ranks in the 87th 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 The Conservation Fund Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is White Plains Hospital Center 403(b) Tax Deferred Annuity Plan in NY ($66M, 496 participants).
Which Other plans cover a similar participant headcount to The Conservation Fund Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Early Learning Coalition of Palm Beach County, Inc. Section 403b Tax Deferred Annuity Plan in FL (194 participants, $3M 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 521388917.

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.