Profit Sharing · DOL Form 5500 · 2022

The Aspen Institute Profit Sharing Plan

Data updated 2026-08-11

$144M
Total assets
506
Participants
94th
Percentile by assets
$283,735
Avg per participant
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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.

  • 94th percentile by assets (of 139,126 plans)
  • #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.

$144M
total plan assets (2022 EOY)
506
covered participants
94th
percentile by assets (of 139,126 plans)
$283,735
avg assets per participant

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.

Participants vs District of Columbia filers

In District of Columbia, the average filing covers about 1,456 participants across 881 plans. Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst. reports 506 participants - about 35% of that state average ($144M EOY assets).

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)

$120M$140M$160M$180M$200M 202220232024 $144M $193M ▲ +34.3%
Total plan assets by year, all The Aspen Institute plans on file
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

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…I.a.M. National 401(…Williams & Connolly …Arent Fox Profit-Sha…Associated Universit…The Medical Faculty …
Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst. vs. nearby Profit Sharing plans in District of Columbia, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst. by total assets, not by location.

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).

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Filing takeaways

Ways to act on Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst.'s numbers.

  • By total assets, Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst. ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Profit Sharing plans in District of Columbia. Compare plans
  • The Aspen Institute's sponsor-wide assets have grown 34.3% since 2022 across 3 plan years on file. More Other Services plans