Other · DOL Form 5500 · 2022
Institute for Defense Analyses Retirement Plan
Data updated 2026-08-06
- $719M
- Total assets
- 1,346
- Participants
- 98th
- Percentile by assets
- $534,426
- Avg per participant
Official DOL plan name: Institute for Defense Analyses Tax Deferred Annuity Plan · Sponsored by Institute for Defense Analyses · Virginia · Professional & Technical Services
$719M in assets, 1,346 participants
Institute for Defense Analyses's Institute for Defense Analyses Tax Deferred Annuity Plan reported $719M in total assets and 1,346 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 139,258 plans)
- #21,358 in Professional & Technical Services (21,577 peers)
Where Institute for Defense Analyses Tax Deferred Annuity Plan sits by assets
Institute for Defense Analyses Tax Deferred Annuity Plan sits in the top 5% of all filed plans by assets, $719M for 1,346 participants (~$534,426/participant), down 15.4% in 2022.
- $719M
- total plan assets (2022 EOY)
- 1,346
- covered participants
- 98th
- percentile by assets (of 139,258 plans)
- $534,426
- avg assets per participant
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.
Institute for Defense Analyses Tax Deferred Annuity Plan vs the 2022 asset distribution
By assets, Institute for Defense Analyses Tax Deferred Annuity Plan outranks 98% of the 139,258 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 7.2x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $851M |
|---|---|
| Net Assets (End of Year) | $719M |
| Net Income | -$132M |
| 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 Other Plans in Virginia
Peer Other plans, same state, same plan type, ranked by total assets.
Institute for Defense Analyses Tax Deferred Annuity Plan vs. nearby Other plans in Virginia, assets vs. participants
- Sentara 403(b) Savings Plan $2.7B · 26,421
- The George Washington University Supplemental Retirement Plan $1.4B · 7,903
- Carilion Clinic 403(b) Retirement Savings Plan $597M · 12,418
- Centra Health Matching Tax Deferred Savings Plan $595M · 6,854
- University of Richmond Defined Contribution Retirement Plan $556M · 1,837
Similar-Sized Other Plans Nationally
Other plans in other states closest to Institute for Defense Analyses Tax Deferred Annuity Plan by total assets, not by location.
- Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees (MA) $720M · 2,177
- Kaiser Permanente Washington 403(b) Plan (CA) $721M · 6,233
- University of the Pacific Defined Contribution Plan (CA) $717M · 1,966
- Prisma Health 401(a) Plan (SC) $722M · 21,288
Frequently Asked Questions
How did Institute for Defense Analyses Tax Deferred Annuity Plan assets move in 2022? ▼
How have Institute for Defense Analyses plan assets changed over time? ▼
Where does Institute for Defense Analyses Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
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Ways to act on Institute for Defense Analyses Tax Deferred Annuity Plan's numbers.
- By total assets, Institute for Defense Analyses Tax Deferred Annuity Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Virginia. Compare plans
- Institute for Defense Analyses's sponsor-wide assets have grown 23.7% since 2022 across 3 plan years on file. More Professional & Technical Services plans