Other · DOL Form 5500 · 2022

American Enterprise Institute Retirement Plan

Data updated 2026-08-11

$82M
Total assets
331
Participants
92nd
Percentile by assets
$248,857
Avg per participant
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Official DOL plan name: Retirement Plan for American Enterprise Institute for Public Policy Research · Sponsored by American Enterprise Institute · District of Columbia · Educational Services

$82M in assets, 331 participants

American Enterprise Institute's Retirement Plan for American Enterprise Institute for Public Policy Research reported $82M in total assets and 331 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • 92nd percentile by assets (of 139,126 plans)
  • #3,410 in Educational Services (4,024 peers)

Coverage in District of Columbia

Retirement Plan for American Enterprise Institute for Public Policy Research covers 331 participants in District of Columbia, about 23% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $82M.

$82M
total plan assets (2022 EOY)
331
covered participants
92nd
percentile by assets (of 139,126 plans)
$248,857
avg assets per participant

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Retirement Plan for American Enterprise Institute for Public Policy Research sits by total assets

Retirement Plan for American Enterprise Institute for Public Policy Research vs every filed plan by assets

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

$82,371,606 Top 8% higher than 92% 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
District of Columbia
Industry
Educational Services

Participants vs District of Columbia filers

In District of Columbia, the average filing covers about 1,456 participants across 881 plans. Retirement Plan for American Enterprise Institute for Public Policy Research reports 331 participants - about 23% of that state average ($82M EOY assets).

District of Columbia filing particulars

Total Assets (Beginning of Year)$95M
Net Assets (End of Year)$82M
Net Income-$13M
Employer EIN530218495
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Enterprise Institute)

$80M$90M$100M$110M 202220232024 $82.4M $100M ▲ +21.7%
Total plan assets by year, all American Enterprise Institute plans on file
Year Plans Participants Total Assets
2022 1 331 $82M
2023 1 351 $92M
2024 1 360 $100M

Nearby Other Plans in District of Columbia

Peer Other plans, same state, same plan type, ranked by total assets.

Retirement Plan for American Enterprise Institute for Public Policy Research vs. nearby Other plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -10123 Total assets ($B) Participants Retirement Plan for …, Total assets ($B): 0.082371606 · Participants: 331Retirement Plan for …Int'l Brotherhood of…, Total assets ($B): 2.455575793 · Participants: 419935Int'l Brotherhood of…Georgetown Universit…, Total assets ($B): 1.973536433 · Participants: 4918Georgetown Universit…American University …, Total assets ($B): 1.141643477 · Participants: 2632American University …Howard University Sa…, Total assets ($B): 1.010943324 · Participants: 5159Howard University Sa…Georgetown Universit…, Total assets ($B): 0.741393379 · Participants: 13020Georgetown Universit…
Retirement Plan for American Enterprise Institute for Public Policy Research vs. nearby Other plans in District of Columbia, assets vs. participants
Compare Retirement Plan for American Enterprise … side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Retirement Plan for American Enterprise Institute for Public Policy Research by total assets, not by location.

Frequently Asked Questions

How did Retirement Plan for American Enterprise Institute for Public Policy Research assets move in 2022? ▼
Retirement Plan for American Enterprise Institute for Public Policy Research pulled back noticeably - down 13.7% during 2022, from $95M to $82M. Reported net income was -$13M.
How have American Enterprise Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Enterprise Institute's sponsor-wide assets grew 21.7%, from $82M to $100M.
Where does Retirement Plan for American Enterprise Institute for Public Policy Research rank by assets among Form 5500 filers? ▼
Retirement Plan for American Enterprise Institute for Public Policy Research ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Retirement Plan for American Enterprise Institute for Public Policy Research? ▼
Among Other plans in other states, the closest by assets is Upmc Western Maryland 403(b) Savings Plan in MD ($82M, 1,696 participants).

Next read for Retirement Plan for American Enterprise …

Filing takeaways

Ways to act on Retirement Plan for American Enterprise Institute for Public Policy Research's numbers.

  • By total assets, Retirement Plan for American Enterprise Institute for Public Policy Research ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in District of Columbia. Compare plans
  • American Enterprise Institute's sponsor-wide assets have grown 21.7% since 2022 across 3 plan years on file. More Educational Services plans

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 530218495.

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.