Other · DOL Form 5500 · 2022
Institute on Aging Retirement Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 594
- Participants Below avg headcount
- 62nd
- Percentile by assets National rank
- $14,890
- Avg per participant Low balance/head
Official DOL plan name: Institute on Aging 403(b) Plan · Sponsored by Institute on Aging · California · Healthcare & Social Assistance
$9M in assets, 594 participants
Institute on Aging's Institute on Aging 403(b) Plan reported $9M in total assets and 594 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.
- #13,663 in Healthcare & Social Assistance (20,060 peers)
Institute on Aging multi-year trail
Institute on Aging's plans moved +75.5% in assets from 2022 to 2024; this filing shows Institute on Aging 403(b) Plan at $9M / 594 participants.
- #13,663
- in Healthcare & Social Assistance (20,060 peers)
- -5.2%
- assets change YoY
The plan reported a net loss of $482K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Institute on Aging 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Institute on Aging 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,844,728 Top 38% higher than 62% 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
Institute on Aging 403(b) Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Institute on Aging 403(b) Plan sits mid-pack in the medium band (594 participants).
Plan-year Form 5500 strip
Filing strip 942978977 · Institute on Aging PY 2022 · Other
Institute on Aging 403(b) Plan · $9M · 594 · 62nd
- TYPE $9M
- TYPE 594
- TYPE 62nd
- TYPE Other
- TYPE near Intrepid Museum Foundation 403(b) Plan
- TYPE ind #13663
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 Healthcare & Social Assistance retirement plans → · Plans in California →
Institute on Aging 403(b) Plan in the asset neighbourhood
Institute on Aging multi-year asset trail
Sponsor-wide plan assets over time
All Institute on Aging plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 75.50475266169857% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 594 | $9M |
| 2023 | 1 | 649 | $12M |
| 2024 | 1 | 943 | $16M |
Institute on Aging filing trail (2022)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$482K |
| Employer EIN | 942978977 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $9.4B · 22,514
- Sutter Health 403(b) Savings Plan $5.3B · 48,591
- Stanford Health Care Retirement Savings Plan $4.5B · 20,237
- Caltech Base Retirement Plan $4.2B · 9,827
- University of Southern California Tax-Deferred Annuity Plan $3.7B · 22,632
Institute on Aging 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Intrepid Museum Foundation 403(b) Plan in NY ($9M); by covered participants it is Sarah Lawrence College 403(b) Retirement Plan in NY (595 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (594 participants); asset peers above are excluded.
- Sarah Lawrence College 403(b) Retirement Plan (NY) 595 · 1 off
- The Millionair Club Charity Tax Sheltered Annuity Plan (WA) 595 · 1 off
- The Metropolitan Museum of Art 403(b) Plan for Local 1503 of District Council 37, Afscme, AFL-CIO and Local 306-I.a.T.S.E. (NY) 593 · 1 off
- Local 199 Laborers International Union of North America Annuity Plan (PA) 595 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.