Money Purchase · DOL Form 5500 · 2022

Peter G. Peterson Institute for International Economics Money Purchase Plan

Data updated 2026-08-11

$19M
Total assets
43
Participants
77th
Percentile by assets
$446,020
Avg per participant
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Official DOL plan name: Retirement Plan for Employees of the Peterson Institute for International Economics · Sponsored by Peter G. Peterson Institute for International Economics · District of Columbia · Other Services

$19M in assets, 43 participants

Peter G. Peterson Institute for International Economics's Retirement Plan for Employees of the Peterson Institute for International Economics reported $19M in total assets and 43 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • 77th percentile by assets (of 139,126 plans)
  • #7,331 in Other Services (8,398 peers)

Where Retirement Plan for Employees of the Peterson Institute for International Economics sits by assets

Retirement Plan for Employees of the Peterson Institute for International Economics sits in the top quartile of all filed plans by assets, $19M for 43 participants (~$446,020/participant), down 13.5% in 2022.

$19M
total plan assets (2022 EOY)
43
covered participants
77th
percentile by assets (of 139,126 plans)
$446,020
avg assets per participant

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Plan for Employees of the Peterson Institute for International Economics vs the 2022 asset distribution

By assets, Retirement Plan for Employees of the Peterson Institute for International Economics outranks 77% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$19M
Net Income-$3M
Employer EIN521226967
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Peter G. Peterson Institute for International Economics)

$18M$20M$22M$24M$26M 202220232024 $19.2M $25M â–˛ +30.2%
Total plan assets by year, all Peter G. Peterson Institute for International Economics plans on file
Year Plans Participants Total Assets
2022 1 43 $19M
2023 1 43 $22M
2024 1 49 $25M

Nearby Money Purchase Plans in District of Columbia

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

Retirement Plan for Employees of the Peterson Institute for International Economics vs. nearby Money Purchase plans in District of Columbia, assets vs. participants

Retirement Plan for Employees of the Peterson Institute for International Economics vs. nearby Money Purchase plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -500050010001500 0100200300400 Total assets ($M) Participants Retirement Plan for …Aura, Inc. Money Pur…Nas Primary Retireme…Carnegie Institution…National Democratic …Nfl Players Associat…
Retirement Plan for Employees of the Peterson Institute for International Economics vs. nearby Money Purchase plans in District of Columbia, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Retirement Plan for Employees of the Peterson Institute for International Economics by total assets, not by location.

Frequently Asked Questions

How did Retirement Plan for Employees of the Peterson Institute for International Economics assets move in 2022?
Retirement Plan for Employees of the Peterson Institute for International Economics pulled back noticeably - down 13.5% during 2022, from $22M to $19M. Reported net income was -$3M.
How have Peter G. Peterson Institute for International Economics plan assets changed over time?
Across 3 plan years on file (2022-2024), Peter G. Peterson Institute for International Economics's sponsor-wide assets grew 30.2%, from $19M to $25M.
Where does Retirement Plan for Employees of the Peterson Institute for International Economics rank by assets among Form 5500 filers?
Retirement Plan for Employees of the Peterson Institute for International Economics ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to Retirement Plan for Employees of the Peterson Institute for International Economics?
Among Money Purchase plans in other states, the closest by assets is Smart Local 104, District 3 401(a) Plan in CA ($19M, 1,059 participants).

Next read for Retirement Plan for Employees of the Pet…

Scale reading

Ways to act on Retirement Plan for Employees of the Peterson Institute for International Economics's numbers.

  • By total assets, Retirement Plan for Employees of the Peterson Institute for International Economics ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Money Purchase plans in District of Columbia. Compare plans
  • Peter G. Peterson Institute for International Economics's sponsor-wide assets have grown 30.2% since 2022 across 3 plan years on file. More Other Services plans