Other · DOL Form 5500 · 2022

Institute for Defense Analyses Retirement Plan

Data updated 2026-08-25

$719M
Total assets Above avg plan size
1,346
Participants Near avg headcount
98th
Percentile by assets National rank
$534,426
Avg per participant High balance/head
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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.

  • #21,344 in Professional & Technical Services (21,562 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.

#21,344
in Professional & Technical Services (21,562 peers)
-15.4%
assets change YoY
7.2×
vs typical plan assets (national mean)

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's outsized position by total assets

Institute for Defense Analyses Tax Deferred Annuity Plan vs every filed plan by assets

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

$719,336,771 Top 2% higher than 98% 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

Institute for Defense Analyses Tax Deferred Annuity Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Institute for Defense Analyses Tax Deferred Annuity Plan lands in the large band (1,346 participants).

Published 5500 schedule card

Filing strip 530233247 · Institute for Defense Analyses PY 2022 · Other

Institute for Defense Analyses Tax Deferred Annuity Plan · $719M · 1,346 · 98th

  • PART $719M
  • PART 1,346
  • PART 98th
  • PART Other
  • PART near Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees
  • PART ind #21344

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 Virginia →

Institute for Defense Analyses Tax Deferred Annuity Plan in the asset neighbourhood

Prisma Health 401(a) Plan$722MKaiser Permanente Washington 403(b) PlanKaiser Permanente Washington…$721MBrandeis University Defined Contribution Plan for Faculty, Professional, and Administrative EmployeesBrandeis University Defined …$720MInstitute for Defense Analyses Tax Deferred Annuity PlanInstitute for Defense Analys…$719MUniversity of the Pacific Defined Contribution PlanUniversity of the Pacific De…$717M
End-of-year total assets ($M) among Institute for Defense Analyses Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$851M
Net Assets (End of Year)$719M
Net Income-$132M
Employer EIN530233247
Plan Effective Date1966-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Institute for Defense Analyses)

Sponsor-wide plan assets over time

All Institute for Defense Analyses plans reported in each filing year

Latest sponsor-wide plan assets
$1.5B 23.65180518028019% vs 2022
2024 filing year
$1.1B$1.2B$1.3B$1.4B$1.5B$1.6B 202220232024 $1.22B $1.5B ▲ +23.0%
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 Scatter plot of 6 data points. 0100002000030000 00.511.522.53 Total assets ($B) Participants Institute for Defense Analyses Tax Deferred Annuity Plan, Total assets ($B): 0.719336771 · Participants: 1346Institute for Defense Analyses Tax Deferred Annuity PlanSentara 403(b) Savings Plan, Total assets ($B): 2.728114548 · Participants: 26421Sentara 403(b) Savings PlanThe George Washington University Supplemental Retirement Plan, Total assets ($B): 1.366750632 · Participants: 7903The George Washington University Supplemental Retirement PlanCarilion Clinic 403(b) Retirement Savings Plan, Total assets ($B): 0.596873315 · Participants: 12418Carilion Clinic 403(b) Retirement Savings PlanCentra Health Matching Tax Deferred Savings Plan, Total assets ($B): 0.594755458 · Participants: 6854Centra Health Matching Tax Deferred Savings PlanUniversity of Richmond Defined Contribution Retirement Plan, Total assets ($B): 0.556405836 · Participants: 1837University of Richmond Defined Contribution Retirement Plan
Institute for Defense Analyses Tax Deferred Annuity Plan vs. nearby Other plans in Virginia, assets vs. participants
Compare Institute for Defense Analyses Tax Deferred Annuity Plan side-by-side with 3 peers →

Institute for Defense Analyses Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees in MA ($720M); by covered participants it is Unity Health 403(b) Retirement Plan in AR (1,345 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,346 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 Institute for Defense Analyses Tax Deferred Annuity Plan assets move in 2022? ▼
Institute for Defense Analyses Tax Deferred Annuity Plan declined sharply - down 15.4% during 2022, from $851M to $719M. Reported net income was -$132M.
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 Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Institute for Defense Analyses Tax Deferred Annuity 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 Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees in MA ($720M, 2,177 participants).
Which Other plans cover a similar participant headcount to Institute for Defense Analyses Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Unity Health 403(b) Retirement Plan in AR (1,345 participants, $38M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 530233247.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.