Other · DOL Form 5500 · 2022
National Bureau of Economic Research, Inc. Retirement Plan
Data updated 2026-08-25
- $32M
- Total assets Below avg plan size
- 90
- Participants Small participant base
- 83rd
- Percentile by assets National rank
- $351,627
- Avg per participant High balance/head
Official DOL plan name: National Bureau of Economic Research, Inc. Tax-Deferred Annuity Plan · Sponsored by National Bureau of Economic Research, Inc. · Massachusetts · Professional & Technical Services
$32M in assets, 90 participants
National Bureau of Economic Research, Inc.'s National Bureau of Economic Research, Inc. Tax-Deferred Annuity Plan reported $32M in total assets and 90 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.
- #18,144 in Professional & Technical Services (21,562 peers)
Where National Bureau of Economic Research, Inc. Tax-Deferred Annuity Plan sits by assets
National Bureau of Economic Research, Inc. Tax-Deferred Annuity Plan sits in the top quartile of all filed plans by assets, $32M for 90 participants (~$351,627/participant), down 15.3% in 2022.
- #18,144
- in Professional & Technical Services (21,562 peers)
- -15.3%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
National Bureau of Economic Research, Inc. Tax-Deferred Annuity Plan's outsized position by total assets
National Bureau of Economic Research, Inc. Tax-Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$31,646,451 Top 17% higher than 83% 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
National Bureau of Economic Research, Inc. Tax-Deferred Annuity Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. National Bureau of Economic Research, Inc. Tax-Deferred Annuity Plan is a small filing (90 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 131641075 · National Bureau of Economic Research, Inc. PY 2022 · Other
National Bureau of Economic Research, Inc. Tax-Deferred Annuity Plan · $32M · 90 · 83rd
- ASSETS $32M
- PCT 90
- EIN 83rd
- RANK Other
- PHOTO near The Thesholds and Affiliates Tax Sheltered Annuity and Savings Plan
- IND ind #18144
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 Massachusetts →
National Bureau of Economic Research, Inc. Tax-Deferred Annuity Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $37M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | -$6M |
| Employer EIN | 131641075 |
| Plan Effective Date | 1974-02-19 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (National Bureau of Economic Research, Inc.)
Sponsor-wide plan assets over time
All National Bureau of Economic Research, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $162M 25.011598873024315% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 672 | $130M |
| 2023 | 2 | 681 | $149M |
| 2024 | 2 | 689 | $162M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.1B · 12,320
- Harvard University Tax Deferred Annuity Plan $3.2B · 21,269
- Boston University Retirement Plan $2.5B · 8,045
- Northeastern University Retirement Plan $1.9B · 9,310
- Boston University Supplemental Retirement and Savings Plan $1.3B · 12,377
National Bureau of Economic Research, Inc. Tax-Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is The Thesholds and Affiliates Tax Sheltered Annuity and Savings Plan in IL ($32M); by covered participants it is The College Preparatory School 403(b) Defined Contribution Plan in CA (90 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($32M here).
Similar participant headcount
Nearest other-state filings by covered participants (90 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.