Other · DOL Form 5500 · 2024
Woodberry Forest School Retirement Plan
Data updated 2026-08-11
- $77M
- Total assets
- 258
- Participants
- 88th
- Percentile by assets
- $299,616
- Avg per participant
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.
- 88th percentile by assets (of 123,622 plans)
- #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.
- $77M
- total plan assets (2024 EOY)
- 258
- covered participants
- 88th
- percentile by assets (of 123,622 plans)
- $299,616
- avg assets per participant
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.
Participants vs Virginia filers
In Virginia, the average filing covers about 782 participants across 3,655 plans. Woodberry Forest School Defined Contribution Retirement Plan reports 258 participants - about 33% of that state average ($77M EOY assets).
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)
| 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.
Woodberry Forest School Defined Contribution Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Woodberry Forest School Defined Contribution Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
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Filing takeaways
Ways to act on Woodberry Forest School Defined Contribution Retirement Plan's numbers.
- By total assets, Woodberry Forest School Defined Contribution Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Virginia. Compare plans
- Woodberry Forest School's sponsor-wide assets have grown 20.3% since 2022 across 3 plan years on file. More Educational Services plans