Other · DOL Form 5500 · 2022

The Clifton Institute, Inc. Retirement Plan

Data updated 2026-08-25

$455K
Total assets Small plan by assets
5
Participants Small participant base
17th
Percentile by assets National rank
$90,969
Avg per participant Below avg balance/head
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Official DOL plan name: The Clifton Institute, Inc 403(b) DC Plan · Sponsored by The Clifton Institute, Inc. · Virginia · Professional & Technical Services

$455K in assets, 5 participants

The Clifton Institute, Inc.'s The Clifton Institute, Inc 403(b) DC Plan reported $455K in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 17th 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.

  • #3,000 in Professional & Technical Services (21,562 peers)

The Clifton Institute, Inc. multi-year trail

The Clifton Institute, Inc.'s plans moved +38.1% in assets from 2022 to 2024; this filing shows The Clifton Institute, Inc 403(b) DC Plan at $455K / 5 participants.

#3,000
in Professional & Technical Services (21,562 peers)
-10.4%
assets change YoY

The plan reported a net loss of $53K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Clifton Institute, Inc 403(b) DC Plan among the smaller filed plans by assets

The Clifton Institute, Inc 403(b) DC Plan vs every filed plan by assets

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

$454,844 17th percentile higher than 17% 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

The Clifton Institute, Inc 403(b) DC Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Clifton Institute, Inc 403(b) DC Plan is a micro filing (5 participants), the leftmost band.

Published 5500 schedule card

Filing strip 521413042 · The Clifton Institute, Inc. PY 2022 · Other

The Clifton Institute, Inc 403(b) DC Plan · $455K · 5 · 17th

  • TYPE $455K
  • NET 5
  • BOOK 17th
  • VS-ST Other
  • BOY near Billerica Access Television, Inc. 403(b) Plan
  • SCH ind #3000

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 →

The Clifton Institute, Inc 403(b) DC Plan in the asset neighbourhood

Billerica Access Television, Inc. 403(b) PlanBillerica Access Television,…$456KPeople's Clinic, Inc. 403(b) Money Purchase and Thrift Retirement PlanPeople's Clinic, Inc. 403(b)…$456KCommunity Living Association Retirement PlanCommunity Living Association…$459KThe Clifton Institute, Inc 403(b) DC PlanThe Clifton Institute, Inc 4…$455KThe Reach Corporation 403(b) PlanThe Reach Corporation 403(b)…$449K
End-of-year total assets ($M) among The Clifton Institute, Inc 403(b) DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

The Clifton Institute, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Clifton Institute, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$628K 38.062280694040155% vs 2022
2024 filing year
$0.4M$0.5M$0.6M$0.7M 202220232024 $0.45M $0.63M ▲ +40.0%
Year Plans Participants Total Assets
2022 1 5 $455K
2023 1 7 $539K
2024 1 6 $628K

The Clifton Institute, Inc. filing trail (2022)

Total Assets (Beginning of Year)$507K
Net Assets (End of Year)$455K
Net Income-$53K
Employer EIN521413042
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Virginia

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

The Clifton Institute, Inc 403(b) DC Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants The Clifton Institute, Inc 403(b) DC Plan, Total assets ($B): 0.000454844 · Participants: 5The Clifton Institute, Inc 403(b) DC 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 PlanInstitute for Defense Analyses Tax Deferred Annuity Plan, Total assets ($B): 0.719336771 · Participants: 1346Institute for Defense Analyses Tax Deferred Annuity PlanCarilion Clinic 403(b) Retirement Savings Plan, Total assets ($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 Plan
The Clifton Institute, Inc 403(b) DC Plan vs. nearby Other plans in Virginia, assets vs. participants
Compare The Clifton Institute, Inc 403(b) DC Plan side-by-side with 3 peers →

The Clifton Institute, Inc 403(b) DC Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is Billerica Access Television, Inc. 403(b) Plan in MA ($456K); by covered participants it is James Ooi Md Apc Profit Sharing Plan in CA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 The Clifton Institute, Inc 403(b) DC Plan assets move in 2022? ▼
The Clifton Institute, Inc 403(b) DC Plan pulled back noticeably - down 10.4% during 2022, from $507K to $455K. Reported net income was -$53K.
How have The Clifton Institute, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Clifton Institute, Inc.'s sponsor-wide assets grew 38.1%, from $455K to $628K.
Where does The Clifton Institute, Inc 403(b) DC Plan rank by assets among Form 5500 filers? ▼
The Clifton Institute, Inc 403(b) DC Plan ranks in the 17th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Other plans are similar in size to The Clifton Institute, Inc 403(b) DC Plan? ▼
Among Other plans in other states, the closest by assets is Billerica Access Television, Inc. 403(b) Plan in MA ($456K, 8 participants).
Which Other plans cover a similar participant headcount to The Clifton Institute, Inc 403(b) DC Plan? ▼
Among Other plans in other states, the closest by covered participants is James Ooi Md Apc Profit Sharing Plan in CA (5 participants, N/A 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 521413042.

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.