Profit Sharing · DOL Form 5500 · 2022

The Aspen Institute Profit Sharing Plan

Data updated 2026-08-25

$144M
Total assets Near avg plan size
506
Participants Below avg headcount
94th
Percentile by assets National rank
$283,735
Avg per participant High balance/head
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Official DOL plan name: Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst. · Sponsored by The Aspen Institute · District of Columbia · Other Services

$144M in assets, 506 participants

The Aspen Institute's Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst. reported $144M in total assets and 506 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #8,252 in Other Services (8,398 peers)

Coverage in District of Columbia

Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst. covers 506 participants in District of Columbia, about 35% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $144M.

#8,252
in Other Services (8,398 peers)
-11.1%
assets change YoY
1.4×
vs typical plan assets (national mean)

The plan reported a net loss of $18M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst.'s outsized position by total assets

Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst. vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$143,569,816 Top 6% higher than 94% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst. 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. Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst. sits mid-pack in the medium band (506 participants).

Published 5500 schedule card

Filing strip 840399006 · The Aspen Institute PY 2022 · Profit Sharing

Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst. · $144M · 506 · 94th

  • PCT $144M
  • PCT 506
  • PCT 94th
  • PCT Profit Sharing
  • PCT near Edc Retirement Plan
  • PCT ind #8252

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 →

Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst. in the asset neighbourhood

National Roofing Industry Supplemental Pension PlanNational Roofing Industry Su…$145MThe Scoular Company Profit Sharing Retirement PlanThe Scoular Company Profit S…$145MEdc Retirement Plan$144MTiaa-Cref Retirement Plan for All Employees of the Aspen Inst.Tiaa-Cref Retirement Plan fo…$144MUfcw Retirement and Savings PlanUfcw Retirement and Savings …$142M
End-of-year total assets ($M) among Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst. and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

District of Columbia filing particulars

Total Assets (Beginning of Year)$162M
Net Assets (End of Year)$144M
Net Income-$18M
Employer EIN840399006
Plan Effective Date1964-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Aspen Institute)

Sponsor-wide plan assets over time

All The Aspen Institute plans reported in each filing year

Latest sponsor-wide plan assets
$193M 34.288260145154744% vs 2022
2024 filing year
$120M$140M$160M$180M$200M 202220232024 $144M $193M ▲ +34.3%
Year Plans Participants Total Assets
2022 1 506 $144M
2023 1 531 $173M
2024 1 555 $193M

Nearby Profit Sharing Plans in District of Columbia

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst. vs. nearby Profit Sharing plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 0200400600800 Total assets ($M) Participants Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst., Total assets ($M): 143.569816 · Participants: 506Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst.I.a.M. National 401(k) Plan, Total assets ($M): 695.7534 · Participants: 31325I.a.M. National 401(k) PlanWilliams & Connolly LLP Profit Sharing Plan and Trust, Total assets ($M): 216.813123 · Participants: 666Williams & Connolly LLP Profit Sharing Plan and TrustArent Fox Profit-Sharing Plan, Total assets ($M): 214.288084 · Participants: 469Arent Fox Profit-Sharing PlanAssociated Universities Inc. Retirement Plan, Total assets ($M): 173.399152 · Participants: 524Associated Universities Inc. Retirement PlanThe Medical Faculty Associates 401(a) Retirement Plan, Total assets ($M): 104.964228 · Participants: 679The Medical Faculty Associates 401(a) Retirement Plan
Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst. vs. nearby Profit Sharing plans in District of Columbia, assets vs. participants
Compare Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst. side-by-side with 3 peers →

Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst.'s out-of-state Profit Sharing peers by assets and headcount

Outside District of Columbia, the nearest Profit Sharing by assets is Edc Retirement Plan in MA ($144M); by covered participants it is The Missouri Botanical Garden 403(b) Retirement Savings Plan in MO (506 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($144M here).

Similar participant headcount

Nearest other-state filings by covered participants (506 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst. assets move in 2022? ▼
Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst. pulled back noticeably - down 11.1% during 2022, from $162M to $144M. Reported net income was -$18M.
How have The Aspen Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Aspen Institute's sponsor-wide assets grew 34.3%, from $144M to $193M.
Where does Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst. rank by assets among Form 5500 filers? ▼
Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst. ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Profit Sharing plans are similar in size to Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst.? ▼
Among Profit Sharing plans in other states, the closest by assets is Edc Retirement Plan in MA ($144M, 539 participants).
Which Profit Sharing plans cover a similar participant headcount to Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst.? ▼
Among Profit Sharing plans in other states, the closest by covered participants is The Missouri Botanical Garden 403(b) Retirement Savings Plan in MO (506 participants, $57M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 840399006.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.