Money Purchase · DOL Form 5500 · 2022
Peter G. Peterson Institute for International Economics Money Purchase Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 43
- Participants Small participant base
- 77th
- Percentile by assets National rank
- $446,020
- Avg per participant High balance/head
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.
- #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.
- #7,331
- in Other Services (8,398 peers)
- -13.5%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
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's outsized position by total assets
Retirement Plan for Employees of the Peterson Institute for International Economics vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$19,178,848 Top 23% higher than 77% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Retirement Plan for Employees of the Peterson Institute for International Economics among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Employees of the Peterson Institute for International Economics is a small filing (43 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 521226967 · Peter G. Peterson Institute for International Economics PY 2022 · Money Purchase
Retirement Plan for Employees of the Peterson Institute for International Economics · $19M · 43 · 77th
- VS-ST $19M
- BOY 43
- SCH 77th
- EBSA Money Purchase
- PART near Smart Local 104, District 3 401(a) Plan
- TYPE ind #7331
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 District of Columbia →
Retirement Plan for Employees of the Peterson Institute for International Economics in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | -$3M |
| Employer EIN | 521226967 |
| Plan Effective Date | 1987-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Peter G. Peterson Institute for International Economics)
Sponsor-wide plan assets over time
All Peter G. Peterson Institute for International Economics plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 30.203904843502592% vs 2022
- 2024 filing year
| 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.
- Aura, Inc. Money Purchase Pension Plan and Trust $328M · 1,377
- Nas Primary Retirement Plan $326M · 900
- Carnegie Institution of Washington Retirement Plan $204M · 494
- National Democratic Institute for International Affairs Money Purchase Pension Plan $46M · 348
- Nfl Players Association Money Purchase Pension Plan and Trust $43M · 77
Retirement Plan for Employees of the Peterson Institute for International Economics's out-of-state Money Purchase peers by assets and headcount
Outside District of Columbia, the nearest Money Purchase by assets is Smart Local 104, District 3 401(a) Plan in CA ($19M); by covered participants it is Iatse Local 66 Pension Plan in OH (43 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
Similar participant headcount
Nearest other-state filings by covered participants (43 participants); asset peers above are excluded.
- Iatse Local 66 Pension Plan (OH) 43 · 0 off
- Missouri-Nea Employees' Pension Trust Plan (MO) 43 · 0 off
- First State Bank of Carthage Employee Money Purchase Plan & Trust (TX) 44 · 1 off
- Plasterers Local #9 Pension Plan (NY) 42 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.