Other · DOL Form 5500 · 2022
Rocky Mountain Institute Retirement Plan
Data updated 2026-08-11
- $29M
- Total assets
- 388
- Participants
- 82nd
- Percentile by assets
- $74,519
- Avg per participant
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.
- 82nd percentile by assets (of 139,126 plans)
- #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.
- $29M
- total plan assets (2022 EOY)
- 388
- covered participants
- 82nd
- percentile by assets (of 139,126 plans)
- $74,519
- avg assets per participant
Rocky Mountain Institute Tax Sheltered Annuity Plan vs the 2022 asset distribution
By assets, Rocky Mountain Institute Tax Sheltered Annuity Plan outranks 82% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).
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)
| 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.
Rocky Mountain Institute Tax Sheltered Annuity Plan vs. nearby Other plans in Colorado, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Rocky Mountain Institute Tax Sheltered Annuity Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Rocky Mountain Institute Tax Sheltered Annuity Plan assets move in 2022? ▼
How have Rocky Mountain Institute plan assets changed over time? ▼
Where does Rocky Mountain Institute Tax Sheltered Annuity Plan rank by assets among Form 5500 filers? ▼
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Ways to act on Rocky Mountain Institute Tax Sheltered Annuity Plan's numbers.
- By total assets, Rocky Mountain Institute Tax Sheltered Annuity Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Colorado. Compare plans
- Rocky Mountain Institute's sponsor-wide assets have grown 91.6% since 2022 across 3 plan years on file. More Professional & Technical Services plans