Other · DOL Form 5500 · 2022

Institute for Defense Analyses Retirement Plan

Data updated 2026-08-11

$496M
Total assets
1,178
Participants
98th
Percentile by assets
$421,004
Avg per participant
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Official DOL plan name: Institute for Defense Analyses Qualified Retirement Plan · Sponsored by Institute for Defense Analyses · Virginia · Professional & Technical Services

$496M in assets, 1,178 participants

Institute for Defense Analyses's Institute for Defense Analyses Qualified Retirement Plan reported $496M in total assets and 1,178 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • 98th percentile by assets (of 139,126 plans)
  • #21,248 in Professional & Technical Services (21,562 peers)

Where Institute for Defense Analyses Qualified Retirement Plan sits by assets

Institute for Defense Analyses Qualified Retirement Plan sits in the top 5% of all filed plans by assets, $496M for 1,178 participants (~$421,004/participant), down 15.1% in 2022.

$496M
total plan assets (2022 EOY)
1,178
covered participants
98th
percentile by assets (of 139,126 plans)
$421,004
avg assets per participant

The plan reported a net loss of $88M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Institute for Defense Analyses Qualified Retirement Plan vs the 2022 asset distribution

By assets, Institute for Defense Analyses Qualified Retirement Plan outranks 98% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 5.0x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$584M
Net Assets (End of Year)$496M
Net Income-$88M
Employer EIN530233247
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Institute for Defense Analyses)

$1.1B$1.2B$1.3B$1.4B$1.5B$1.6B 202220232024 $1.22B $1.5B â–˛ +23.0%
Total plan assets by year, all Institute for Defense Analyses plans on file
Year Plans Participants Total Assets
2022 2 2,524 $1.2B
2023 2 2,644 $1.4B
2024 2 2,795 $1.5B

Nearby Other Plans in Virginia

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

Institute for Defense Analyses Qualified Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants

Institute for Defense Analyses Qualified Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 00.511.522.53 Total assets ($B) Participants Institute for Defens…Sentara 403(b) Savin…The George Washingto…Institute for Defens…Carilion Clinic 403(…Centra Health Matchi…
Institute for Defense Analyses Qualified Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Institute for Defense Analyses Qualified Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Institute for Defense Analyses Qualified Retirement Plan assets move in 2022?
Institute for Defense Analyses Qualified Retirement Plan declined sharply - down 15.1% during 2022, from $584M to $496M. Reported net income was -$88M.
How have Institute for Defense Analyses plan assets changed over time?
Across 3 plan years on file (2022-2024), Institute for Defense Analyses's sponsor-wide assets grew 23.7%, from $1.2B to $1.5B.
Where does Institute for Defense Analyses Qualified Retirement Plan rank by assets among Form 5500 filers?
Institute for Defense Analyses Qualified Retirement Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Institute for Defense Analyses Qualified Retirement Plan?
Among Other plans in other states, the closest by assets is Iaicu Multiple Employer Plan in IA ($496M, 2,131 participants).

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