Institute for Defense Analyses Tax Deferred Annuity Plan

Reviewed by PlainRetire Editorial, Retirement Plans Editorial Team · June 15, 2026

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Institute for Defense Analyses · Virginia · Professional & Technical Services

What the 2023 filing shows

Institute for Defense Analyses Tax Deferred Annuity Plan holds $719M for 1,346 participants — about $534,426 per participant, down 15.4% over the 2022 plan year.

$719M
total plan assets (2022 EOY): 1,346
covered participants: $534,426
avg assets per participant: -15.4%
assets change YoY

The plan reported a net loss of $132M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)

$719M

Participants

1,346

State

Virginia

Industry

Professional & Technical Services

What the Filing Says About Institute for Defense Analyses Tax Deferred Annuity Plan

Institute for Defense Analyses Tax Deferred Annuity Plan is a Profit Sharing retirement plan sponsored by Institute for Defense Analyses, headquartered in Virginia. As of the 2022 Form 5500 filing, the plan reports $719M in total end-of-year assets and covers 1,346 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 530233247, and the plan has been effective since 1966-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $851M at the beginning of 2022 to $719M at year-end — a decline of 15.4%. Net assets (after liabilities) closed the year at $719M, with reported net income of $-131,667,809 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)	$851M
Total Assets (End of Year)	$719M
Net Assets (End of Year)	$719M
Net Income	$-131,667,809
Plan Type	Profit Sharing
Employer EIN	530233247
Plan Effective Date	1966-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Institute for Defense Analyses)

Year	Plans	Participants	Total Assets
2022	2	2,524	$1.2B
2023	2	2,644	$1.4B
2024	2	2,795	$1.5B

Nearby Profit Sharing Plans in Virginia

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

Sentara 403(b) Savings Plan $3.3B · 25,806
The George Washington University Supplemental Retirement Plan $1.5B · 8,047
Leonardo Drs, Inc. 401(k) Plan $1.2B · 6,280
Institute for Defense Analyses Tax Deferred Annuity Plan $801M · 1,453
Carilion Clinic 403(b) Retirement Savings Plan $722M · 12,978

Compare Institute for Defense Analyses Tax Defer… side-by-side with 3 peers →

Related Data

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Frequently Asked Questions

How much money is in the Institute for Defense Analyses Tax Deferred Annuity Plan? ▼

As of the 2022 Form 5500 filing, Institute for Defense Analyses Tax Deferred Annuity Plan holds $719M in total assets with 1,346 participants. It is sponsored by Institute for Defense Analyses.

What type of plan is Institute for Defense Analyses Tax Deferred Annuity Plan? ▼

Institute for Defense Analyses Tax Deferred Annuity Plan is a Profit Sharing plan. It has been effective since 1966-01-01. The plan is filed with the U.S. Department of Labor under EIN 530233247.

Who sponsors the Institute for Defense Analyses Tax Deferred Annuity Plan? ▼

Institute for Defense Analyses Tax Deferred Annuity Plan is sponsored by Institute for Defense Analyses, located in Virginia. The sponsor's EIN is 530233247 and the plan operates in the Professional & Technical Services industry.

How did Institute for Defense Analyses Tax Deferred Annuity Plan perform in 2022? ▼

Institute for Defense Analyses Tax Deferred Annuity Plan declined by 15.4% during 2022, moving from $851M to $719M in total assets. Net income was $-131,667,809.

Where can I find official filings for Institute for Defense Analyses Tax Deferred Annuity Plan? ▼

Official Form 5500 filings for Institute for Defense Analyses Tax Deferred Annuity Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 530233247 or plan name at efast.dol.gov.

How does Institute for Defense Analyses Tax Deferred Annuity Plan compare to other plans? ▼

You can compare Institute for Defense Analyses Tax Deferred Annuity Plan against other Profit Sharing plans on the plan type page, or view plans in Virginia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.