Other · DOL Form 5500 · 2022
Ecri Institute Retirement Plan
Data updated 2026-08-25
- $68M
- Total assets Below avg plan size
- 451
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $150,424
- Avg per participant Above avg balance/head
Official DOL plan name: Ecri Institute Defined Contribution Retirement Plan · Sponsored by Ecri Institute · Pennsylvania · Professional & Technical Services
$68M in assets, 451 participants
Ecri Institute's Ecri Institute Defined Contribution Retirement Plan reported $68M in total assets and 451 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.
- #19,724 in Professional & Technical Services (21,562 peers)
Where Ecri Institute Defined Contribution Retirement Plan sits by assets
Ecri Institute Defined Contribution Retirement Plan sits in the top 10% of all filed plans by assets, $68M for 451 participants (~$150,424/participant), down 14.0% in 2022.
- #19,724
- in Professional & Technical Services (21,562 peers)
- -14.0%
- assets change YoY
- 0.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ecri Institute Defined Contribution Retirement Plan's outsized position by total assets
Ecri Institute Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$67,841,349 Top 10% higher than 90% 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
Ecri Institute Defined Contribution Retirement Plan 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. Ecri Institute Defined Contribution Retirement Plan sits mid-pack in the medium band (451 participants).
Plan-year Form 5500 strip
Filing strip 231662091 · Ecri Institute PY 2022 · Other
Ecri Institute Defined Contribution Retirement Plan · $68M · 451 · 90th
- NET $68M
- BOOK 451
- VS-ST 90th
- BOY Other
- SCH near IBEW Local 596 Pension Fund
- EBSA ind #19724
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 Pennsylvania →
Ecri Institute Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $79M |
|---|---|
| Net Assets (End of Year) | $68M |
| Net Income | -$11M |
| Employer EIN | 231662091 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ecri Institute)
Sponsor-wide plan assets over time
All Ecri Institute plans reported in each filing year
- Latest sponsor-wide plan assets
- $78M 15.14043153829385% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 451 | $68M |
| 2023 | 1 | 500 | $78M |
| 2024 | 1 | 496 | $78M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $5.5B · 13,262
- Upmc 403(b) Retirement Savings Plan $3.5B · 75,307
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $2.5B · 39,740
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.2B · 6,166
- Jefferson Defined Contribution Retirement Plan $2.1B · 14,302
Ecri Institute Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is IBEW Local 596 Pension Fund in WV ($68M); by covered participants it is Drummond Company, Inc. Savings Plan for Salaried Employees in AL (451 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($68M here).
- IBEW Local 596 Pension Fund (WV) $68M · 518
- St. Marks School of Texas Matching Plan (TX) $68M · 308
- American Council on Education 403(b) Retirement Plan (DC) $68M · 137
- Uab Health System 403(b) Retirement Plan (AL) $68M · 500
Similar participant headcount
Nearest other-state filings by covered participants (451 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.