Other · DOL Form 5500 · 2022

Institute for the Future Retirement Plan

Data updated 2026-08-11

$22M
Total assets
44
Participants
79th
Percentile by assets
$503,917
Avg per participant
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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.

  • 79th percentile by assets (of 139,126 plans)
  • #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.

$22M
total plan assets (2022 EOY)
44
covered participants
79th
percentile by assets (of 139,126 plans)
$503,917
avg assets per participant

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.

Where Institute for the Future DC Plan sits 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

This plan $0 $2,010,000,000 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

State
California
Industry
Professional & Technical Services

Institute for the Future DC Plan vs the 2022 asset distribution

By assets, Institute for the Future DC Plan outranks 79% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$22M
Net Income-$3M
Employer EIN952540449
Plan Effective Date1968-12-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Institute for the Future)

$20M$22M$24M$26M$28M$30M 202220232024 $22.2M $27.8M ▲ +25.5%
Total plan assets by year, all Institute for the Future plans on file
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.

Institute for the Future DC Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants Institute for the Fu…, Total assets ($B): 0.022172354 · Participants: 44Institute for the Fu…Stanford Contributor…, Total assets ($B): 9.38573656 · Participants: 22514Stanford Contributor…Sutter Health 403(b)…, Total assets ($B): 5.320318331 · Participants: 48591Sutter Health 403(b)…Stanford Health Care…, Total assets ($B): 4.535728964 · Participants: 20237Stanford Health Care…Caltech Base Retirem…, Total assets ($B): 4.200375781 · Participants: 9827Caltech Base Retirem…University of Southe…, Total assets ($B): 3.677071678 · Participants: 22632University of Southe…
Institute for the Future DC Plan vs. nearby Other plans in California, assets vs. participants
Compare Institute for the Future DC Plan side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Institute for the Future DC Plan by total assets, not by location.

Frequently Asked Questions

How did Institute for the Future DC Plan assets move in 2022? ▼
Institute for the Future DC Plan pulled back noticeably - down 11.4% during 2022, from $25M to $22M. Reported net income was -$3M.
How have Institute for the Future plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Institute for the Future's sponsor-wide assets grew 25.5%, from $22M to $28M.
Where does Institute for the Future DC Plan rank by assets among Form 5500 filers? ▼
Institute for the Future DC Plan ranks in the 79th 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 Other plans are similar in size to Institute for the Future DC Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan for Employees of Goodwill Industries of the Heartland in IA ($22M, 848 participants).

Next read for Institute for the Future DC Plan

Scale reading

Ways to act on Institute for the Future DC Plan's numbers.

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 952540449.

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.