401k Lookup

Colonial Williamsburg Foundation 401(k) and pension plans

The Colonial Williamsburg Foundation, Williamsburg, VA. EIN 54-0505888. Annual reports 2009–2024. Also filed as Colonial Williamsburg Foundation.

The Colonial Williamsburg Foundation has 2 active retirement plans on file. The largest is the The Retirement Income Plan for Employees of the Colonial Williamsburg Foundation, with 3,806 participants and $260 million in assets in 2024.

Active plans
2
Participants
5,146
Plan assets
$361 million
401(k) recordkeeper
Vanguard
Plans on file
2
Industry
Arts and recreation

All 2 plans

Active plans first

The Retirement Income Plan for Employees of the Colonial Williamsburg Foundation

Pension (defined benefit)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
001Employer EIN 54-0505888
Participants (2024)
3,806
Net assets (2024)
$260 million
Last listed administrator
Deloitte & Touche2015
Plan administrator
The Colonial Williamsburg Foundation
Post Office Box 1776
Williamsburg, VA 23187
(757) 229-1000As filed for 2024
In effect since
January 1, 1958
Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20243,806$260 millionnot listed
20234,384$291 millionnot listed
20224,336$302 millionnot listed
20214,332$387 millionnot listed
20204,460$345 millionnot listed
20194,455$298 millionnot listed
20184,493$296 millionnot listed
20174,529$305 millionnot listed
20164,579$279 millionnot listed
20154,533$280 millionDeloitte & Touche
20144,486$289 millionnot listed
20134,424$278 millionnot listed
20124,377$244 millionnot listed
20114,385$224 millionnot listed
20104,330$223 millionnot listed
20094,426$202 millionnot listed

Colonial Williamsburg Tax Deferred Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
004Employer EIN 54-0505888
Participants (2024)
1,340
Net assets (2024)
$101 million
Recordkeeper
Vanguard2009–2024
Plan administrator
The Colonial Williamsburg Foundation
Po Box 1776
Williamsburg, VA 23187
(757) 229-1000As filed for 2024
In effect since
January 1, 1997
Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20241,340$101 millionVanguard
20231,889$91.3 millionVanguard
20221,810$78.3 millionVanguard
20211,688$95.0 millionVanguard
20201,988$86.8 millionVanguard
20192,118$78.3 millionVanguard
20182,138$66.2 millionVanguard
20172,182$73.1 millionVanguard
20162,609$69.7 millionVanguard
20152,600$70.5 millionVanguard
20142,616$72.4 millionVanguard
20132,613$65.5 millionVanguard
20122,561$54.7 millionVanguard
20112,567$47.4 millionVanguard
20102,534$45.1 millionVanguard
20092,593$38.6 millionVanguard

If you had money in one of these plans

  1. Call Vanguard (investor.vanguard.com), which runs the Colonial Williamsburg Tax Deferred Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
  2. Or call the plan administrator listed on the plan below ((757) 229-1000). That number was filed for 2024; ask for the benefits or retirement plan office.
  3. Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

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