Other · DOL Form 5500 · 2022
American Enterprise Institute Retirement Plan
Data updated 2026-08-25
- $82M
- Total assets Below avg plan size
- 331
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $248,857
- Avg per participant Above avg balance/head
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.
- #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.
- #3,410
- in Educational Services (4,024 peers)
- -13.7%
- assets change YoY
- 0.8×
- vs typical plan assets (national mean)
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.
Retirement Plan for American Enterprise Institute for Public Policy Research's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Retirement Plan for American Enterprise Institute for Public Policy Research among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for American Enterprise Institute for Public Policy Research sits mid-pack in the medium band (331 participants).
DOL schedule card
Filing strip 530218495 · American Enterprise Institute PY 2022 · Other
Retirement Plan for American Enterprise Institute for Public Policy Research · $82M · 331 · 92nd
- ASSETS $82M
- ASSETS 331
- ASSETS 92nd
- ASSETS Other
- ASSETS near Upmc Western Maryland 403(b) Savings Plan
- ASSETS ind #3410
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 Educational Services retirement plans → · Plans in District of Columbia →
Retirement Plan for American Enterprise Institute for Public Policy Research in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $95M |
|---|---|
| Net Assets (End of Year) | $82M |
| Net Income | -$13M |
| Employer EIN | 530218495 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (American Enterprise Institute)
Sponsor-wide plan assets over time
All American Enterprise Institute plans reported in each filing year
- Latest sponsor-wide plan assets
- $100M 21.717369453741135% vs 2022
- 2024 filing year
| 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.
- Int'l Brotherhood of Electrical Workers' Pension Benefit Fund $2.5B · 419,935
- Georgetown University Defined Contribution Retirement Plan $2.0B · 4,918
- American University Defined Contribution Retirement Plan $1.1B · 2,632
- Howard University Savings Plan $1.0B · 5,159
- Georgetown University Voluntary Contribution Retirement Plan $741M · 13,020
Retirement Plan for American Enterprise Institute for Public Policy Research's out-of-state Other peers by assets and headcount
Outside District of Columbia, the nearest Other by assets is Upmc Western Maryland 403(b) Savings Plan in MD ($82M); by covered participants it is Pace Academy, Inc. Tax Sheltered Annuity Plan in GA (331 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($82M here).
Similar participant headcount
Nearest other-state filings by covered participants (331 participants); asset peers above are excluded.
- Pace Academy, Inc. Tax Sheltered Annuity Plan (GA) 331 · 0 off
- Heinzerling Community 403(b) Plan (OH) 331 · 0 off
- The Village at Manor Park, Inc. Retirement Plan (WI) 331 · 0 off
- Center for Elders' Independence 403(b) Plan (CA) 331 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.