Other · DOL Form 5500 · 2022
Institute for the Future Retirement Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 44
- Participants Small participant base
- 79th
- Percentile by assets National rank
- $503,917
- Avg per participant High balance/head
Official DOL plan name: Institute for the Future DC Plan · Sponsored by Institute for the Future · California · Professional & Technical Services
$22M in assets, 44 participants
Institute for the Future's Institute for the Future DC Plan reported $22M in total assets and 44 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.
- #17,060 in Professional & Technical Services (21,562 peers)
Where Institute for the Future DC Plan sits by assets
Institute for the Future DC Plan sits in the top quartile of all filed plans by assets, $22M for 44 participants (~$503,917/participant), down 11.4% in 2022.
- #17,060
- in Professional & Technical Services (21,562 peers)
- -11.4%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Institute for the Future DC Plan's outsized position by total assets
Institute for the Future DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$22,172,354 Top 21% higher than 79% 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
Institute for the Future DC 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. Institute for the Future DC Plan is a small filing (44 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 952540449 · Institute for the Future PY 2022 · Other
Institute for the Future DC Plan · $22M · 44 · 79th
- RANK $22M
- RANK 44
- RANK 79th
- RANK Other
- RANK near 403(b) Thrift Plan for Employees of Goodwill Industries of the Heartland
- RANK ind #17060
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 California →
Institute for the Future DC Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | -$3M |
| Employer EIN | 952540449 |
| Plan Effective Date | 1968-12-02 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Institute for the Future)
Sponsor-wide plan assets over time
All Institute for the Future plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 25.50828387459446% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 44 | $22M |
| 2023 | 1 | 51 | $25M |
| 2024 | 1 | 40 | $28M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $9.4B · 22,514
- Sutter Health 403(b) Savings Plan $5.3B · 48,591
- Stanford Health Care Retirement Savings Plan $4.5B · 20,237
- Caltech Base Retirement Plan $4.2B · 9,827
- University of Southern California Tax-Deferred Annuity Plan $3.7B · 22,632
Institute for the Future DC Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is 403(b) Thrift Plan for Employees of Goodwill Industries of the Heartland in IA ($22M); by covered participants it is Princeton Child Development Institute, Inc. Defined Contribution Retirement Plan in NJ (44 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
Similar participant headcount
Nearest other-state filings by covered participants (44 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.