Other · DOL Form 5500 · 2022

Counterpart International Inc. Retirement Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
143
Participants Small participant base
72nd
Percentile by assets National rank
$102,096
Avg per participant Below avg balance/head
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Official DOL plan name: Counterpart International Inc. Tax-Deferred Annuity 403(b) Plan · Sponsored by Counterpart International Inc. · District of Columbia · Other Services

$15M in assets, 143 participants

Counterpart International Inc.'s Counterpart International Inc. Tax-Deferred Annuity 403(b) Plan reported $15M in total assets and 143 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #7,064 in Other Services (8,398 peers)

Coverage in District of Columbia

Counterpart International Inc. Tax-Deferred Annuity 403(b) Plan covers 143 participants in District of Columbia, about 10% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $15M.

#7,064
in Other Services (8,398 peers)
-17.0%
assets change YoY

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.

Counterpart International Inc. Tax-Deferred Annuity 403(b) Plan's outsized position by total assets

Counterpart International Inc. Tax-Deferred Annuity 403(b) Plan vs every filed plan by assets

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

$14,599,688 Top 28% higher than 72% of 139,123 filed plans

This plan $0 $2,050,000,000 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

Counterpart International Inc. Tax-Deferred Annuity 403(b) 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. Counterpart International Inc. Tax-Deferred Annuity 403(b) Plan sits mid-pack in the medium band (143 participants).

Published 5500 schedule card

Filing strip 136183605 · Counterpart International Inc. PY 2022 · Other

Counterpart International Inc. Tax-Deferred Annuity 403(b) Plan · $15M · 143 · 72nd

  • RANK $15M
  • PHOTO 143
  • IND 72nd
  • EOY Other
  • 5500 near Judson University Retirement Plan
  • ASSETS ind #7064

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 Other Services retirement plans → · Plans in District of Columbia →

Counterpart International Inc. Tax-Deferred Annuity 403(b) Plan in the asset neighbourhood

The Louise S. Mcgehee School 403(b) Tda PlanThe Louise S. Mcgehee School…$15MWashington Regional Transplant Community Tax Deferred Retirement PlanWashington Regional Transpla…$15MCounterpart International Inc. Tax-Deferred Annuity 403(b) PlanCounterpart International In…$15MJudson University Retirement PlanJudson University Retirement…$15MVna of Texas 403(b) Retirement PlanVna of Texas 403(b) Retireme…$15M
End-of-year total assets ($M) among Counterpart International Inc. Tax-Deferred Annuity 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

District of Columbia filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$15M
Net Income-$3M
Employer EIN136183605
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Counterpart International Inc.)

Sponsor-wide plan assets over time

All Counterpart International Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 38.843069797107994% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $14.6M $20.3M ▲ +38.8%
Year Plans Participants Total Assets
2022 1 143 $15M
2023 1 155 $17M
2024 1 140 $20M

Nearby Other Plans in District of Columbia

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

Counterpart International Inc. Tax-Deferred Annuity 403(b) Plan vs. nearby Other plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -10123 Total assets ($B) Participants Counterpart International Inc. Tax-Deferred Annuity 403(b) Plan, Total assets ($B): 0.014599688 · Participants: 143Counterpart International Inc. Tax-Deferred Annuity 403(b) PlanInt'l Brotherhood of Electrical Workers' Pension Benefit Fund, Total assets ($B): 2.455575793 · Participants: 419935Int'l Brotherhood of Electrical Workers' Pension Benefit FundGeorgetown University Defined Contribution Retirement Plan, Total assets ($B): 1.973536433 · Participants: 4918Georgetown University Defined Contribution Retirement PlanAmerican University Defined Contribution Retirement Plan, Total assets ($B): 1.141643477 · Participants: 2632American University Defined Contribution Retirement PlanHoward University Savings Plan, Total assets ($B): 1.010943324 · Participants: 5159Howard University Savings PlanGeorgetown University Voluntary Contribution Retirement Plan, Total assets ($B): 0.741393379 · Participants: 13020Georgetown University Voluntary Contribution Retirement Plan
Counterpart International Inc. Tax-Deferred Annuity 403(b) Plan vs. nearby Other plans in District of Columbia, assets vs. participants

Counterpart International Inc. Tax-Deferred Annuity 403(b) Plan's out-of-state Other peers by assets and headcount

Outside District of Columbia, the nearest Other by assets is Judson University Retirement Plan in IL ($15M); by covered participants it is The Arc of Cape May County, Inc. 403(b) Plan in NJ (143 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (143 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.

Frequently Asked Questions

How did Counterpart International Inc. Tax-Deferred Annuity 403(b) Plan assets move in 2022?
Counterpart International Inc. Tax-Deferred Annuity 403(b) Plan declined sharply - down 17.0% during 2022, from $18M to $15M. Reported net income was -$3M.
How have Counterpart International Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Counterpart International Inc.'s sponsor-wide assets grew 38.8%, from $15M to $20M.
Which Other plans are similar in size to Counterpart International Inc. Tax-Deferred Annuity 403(b) Plan?
Among Other plans in other states, the closest by assets is Judson University Retirement Plan in IL ($15M, 127 participants).
Which Other plans cover a similar participant headcount to Counterpart International Inc. Tax-Deferred Annuity 403(b) Plan?
Among Other plans in other states, the closest by covered participants is The Arc of Cape May County, Inc. 403(b) Plan in NJ (143 participants, $3M in assets).