Other · DOL Form 5500 · 2022
Rocky Mountain Institute Retirement Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 388
- Participants Below avg headcount
- 82nd
- Percentile by assets National rank
- $74,519
- Avg per participant Below avg balance/head
Official DOL plan name: Rocky Mountain Institute Tax Sheltered Annuity Plan · Sponsored by Rocky Mountain Institute · Colorado · Professional & Technical Services
$29M in assets, 388 participants
Rocky Mountain Institute's Rocky Mountain Institute Tax Sheltered Annuity Plan reported $29M in total assets and 388 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.
- #17,875 in Professional & Technical Services (21,562 peers)
Where Rocky Mountain Institute Tax Sheltered Annuity Plan sits by assets
Rocky Mountain Institute Tax Sheltered Annuity Plan sits in the top quartile of all filed plans by assets, $29M for 388 participants (~$74,519/participant), up 6.3% in 2022.
- #17,875
- in Professional & Technical Services (21,562 peers)
- +6.3%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Rocky Mountain Institute Tax Sheltered Annuity Plan's outsized position by total assets
Rocky Mountain Institute Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$28,913,322 Top 18% higher than 82% 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
Rocky Mountain Institute Tax Sheltered Annuity 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. Rocky Mountain Institute Tax Sheltered Annuity Plan sits mid-pack in the medium band (388 participants).
Plan-year Form 5500 strip
Filing strip 742244146 · Rocky Mountain Institute PY 2022 · Other
Rocky Mountain Institute Tax Sheltered Annuity Plan · $29M · 388 · 82nd
- VS-ST $29M
- VS-ST 388
- VS-ST 82nd
- VS-ST Other
- VS-ST near Lightwave Dental Retirement Plan
- VS-ST ind #17875
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 Professional & Technical Services retirement plans → · Plans in Colorado →
Rocky Mountain Institute Tax Sheltered Annuity Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | $2M |
| Employer EIN | 742244146 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rocky Mountain Institute)
Sponsor-wide plan assets over time
All Rocky Mountain Institute plans reported in each filing year
- Latest sponsor-wide plan assets
- $55M 91.55799184887852% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 388 | $29M |
| 2023 | 1 | 548 | $42M |
| 2024 | 1 | 599 | $55M |
Nearby Other Plans in Colorado
Peer Other plans, same state, same plan type, ranked by total assets.
- Ucar Retirement Plan $1.0B · 1,300
- Children's Hospital Colorado 403(b) Plan $748M · 7,995
- University of Denver Retirement Plan $744M · 2,470
- Nrel 403(b) Employee Savings Plan $422M · 2,577
- Colorado College Retirement Benefit Plan $319M · 785
Rocky Mountain Institute Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Colorado, the nearest Other by assets is Lightwave Dental Retirement Plan in VA ($29M); by covered participants it is Food for the Poor 403b Plan in FL (388 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
- Lightwave Dental Retirement Plan (VA) $29M · 1,847
- Avid Center Retirement Plan 403(b) (CA) $29M · 290
- Butler Medical Providers 403(b) Retirement Plan (PA) $29M · 732
- Anderson Regional Medical Center 403(b) Plan (MS) $29M · 1,475
Similar participant headcount
Nearest other-state filings by covered participants (388 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.