Other · DOL Form 5500 · 2024
Woodberry Forest School Retirement Plan
Data updated 2026-08-25
- $77M
- Total assets Below avg plan size
- 258
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $299,616
- Avg per participant High balance/head
Official DOL plan name: Woodberry Forest School Defined Contribution Retirement Plan · Sponsored by Woodberry Forest School · Virginia · Educational Services
$77M in assets, 258 participants
Woodberry Forest School's Woodberry Forest School Defined Contribution Retirement Plan reported $77M in total assets and 258 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- #2,876 in Educational Services (3,638 peers)
Coverage in Virginia
Woodberry Forest School Defined Contribution Retirement Plan covers 258 participants in Virginia, about 33% of the average Virginia filer (state average ~782 per filing). Assets: $77M.
- #2,876
- in Educational Services (3,638 peers)
- +4.7%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Woodberry Forest School Defined Contribution Retirement Plan's outsized position by total assets
Woodberry Forest School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$77,300,969 Top 12% higher than 88% 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
Woodberry Forest School Defined Contribution Retirement 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. Woodberry Forest School Defined Contribution Retirement Plan sits mid-pack in the medium band (258 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Woodberry Forest School Defined Contribution Retirement Plan reported net income fell from $10M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Woodberry Forest School Defined Contribution Retirement Plan end-of-year assets rose from $74M in the plan year 2023 filing to $77M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 540519590 · Woodberry Forest School PY 2024 · Other
Woodberry Forest School Defined Contribution Retirement Plan · $77M · 258 · 88th
- PART $77M
- PART 258
- PART 88th
- PART Other
- PART near The Auburn Community Hospital Retirement Savings Plan
- PART ind #2876
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 Educational Services retirement plans → · Plans in Virginia →
Woodberry Forest School Defined Contribution Retirement Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $74M |
|---|---|
| Net Assets (End of Year) | $77M |
| Net Income | $4M |
| Employer EIN | 540519590 |
| Plan Effective Date | 1953-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Woodberry Forest School)
Sponsor-wide plan assets over time
All Woodberry Forest School plans reported in each filing year
- Latest sponsor-wide plan assets
- $77M 20.303521825111968% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 264 | $64M |
| 2023 | 1 | 258 | $74M |
| 2024 | 1 | 258 | $77M |
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
Woodberry Forest School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Virginia, the nearest Other by assets is The Auburn Community Hospital Retirement Savings Plan in NY ($77M); by covered participants it is Minneapolis College of Art and Design Defined Contribution Retirement Plan in MN (258 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($77M here).
- The Auburn Community Hospital Retirement Savings Plan (NY) $77M · 1,303
- American Council on Education 403(b) Retirement Plan (DC) $77M · 161
- University of Maryland Capital Region Health Retirement Savings Plan (MD) $77M · 1,187
- Connecticut Institute for the Blind, Inc. Section 403(b) Plan (CT) $77M · 955
Similar participant headcount
Nearest other-state filings by covered participants (258 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.