401(k) · DOL Form 5500 · 2022

The Institute of International Finance, Inc. 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
69
Participants Small participant base
83rd
Percentile by assets National rank
$436,318
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: I I F Retirement Plan · Sponsored by The Institute of International Finance, Inc. · District of Columbia · Other Services

$30M in assets, 69 participants

The Institute of International Finance, Inc.'s I I F Retirement Plan reported $30M in total assets and 69 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #7,675 in Other Services (8,398 peers)

Where I I F Retirement Plan sits by assets

I I F Retirement Plan sits in the top quartile of all filed plans by assets, $30M for 69 participants (~$436,318/participant), down 13.9% in 2022.

#7,675
in Other Services (8,398 peers)
-13.9%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

I I F Retirement Plan's outsized position by total assets

I I F Retirement Plan vs every filed plan by assets

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

$30,105,960 Top 17% higher than 83% 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

I I F Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. I I F Retirement Plan is a small filing (69 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 521289843 · The Institute of International Finance, Inc. PY 2022 · 401(k)

I I F Retirement Plan · $30M · 69 · 83rd

  • RANK $30M
  • PHOTO 69
  • IND 83rd
  • EOY 401(k)
  • 5500 near The Bally Ribbon Mills Profit Sharing 401(k) Plan
  • ASSETS ind #7675

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 →

I I F Retirement Plan in the asset neighbourhood

I I F Retirement Plan$30MThe Bally Ribbon Mills Profit Sharing 401(k) PlanThe Bally Ribbon Mills Profi…$30MAssociation of Alexandria Radiologists Employees' Profit Sharing PlanAssociation of Alexandria Ra…$30MFidelity Technologies Corporation Employees Savings and Protection PlanFidelity Technologies Corpor…$30MOld National Bank Pooled Employer PlanOld National Bank Pooled Emp…$30M
End-of-year total assets ($M) among I I F Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$30M
Net Income-$5M
Employer EIN521289843
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Institute of International Finance, Inc.)

Sponsor-wide plan assets over time

All The Institute of International Finance, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 32.79049729688075% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $30.1M $40M ▲ +32.8%
Year Plans Participants Total Assets
2022 1 69 $30M
2023 1 64 $35M
2024 1 63 $40M

Nearby 401(k) Plans in District of Columbia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

I I F Retirement Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants I I F Retirement Plan, Total assets ($B): 0.03010596 · Participants: 69I I F Retirement PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.87010808 · Participants: 29923Danaher Corporation & Subsidiaries Savings PlanRevised Profit Sharing Plan for Emp. of Geico, Total assets ($B): 5.095464369 · Participants: 41527Revised Profit Sharing Plan for Emp. of GeicoFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.215368612 · Participants: 7402Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 1.789959309 · Participants: 3697Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.343084758 · Participants: 1883Hogan Lovells US LLP Retirement Savings Plan
I I F Retirement Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare I I F Retirement Plan side-by-side with 3 peers →

I I F Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is The Bally Ribbon Mills Profit Sharing 401(k) Plan in PA ($30M); by covered participants it is Anderson Technologies, Inc. 401(k) Plan in MI (69 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (69 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 I I F Retirement Plan assets move in 2022? ▼
I I F Retirement Plan pulled back noticeably - down 13.9% during 2022, from $35M to $30M. Reported net income was -$5M.
How have The Institute of International Finance, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Institute of International Finance, Inc.'s sponsor-wide assets grew 32.8%, from $30M to $40M.
Where does I I F Retirement Plan rank by assets among Form 5500 filers? ▼
I I F Retirement Plan ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to I I F Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Bally Ribbon Mills Profit Sharing 401(k) Plan in PA ($30M, 220 participants).
Which 401(k) plans cover a similar participant headcount to I I F Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Anderson Technologies, Inc. 401(k) Plan in MI (69 participants, N/A 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 521289843.

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.