401(k) · DOL Form 5500 · 2022

Cfa Institute 401(k) Plan

Data updated 2026-08-25

$183M
Total assets Near avg plan size
445
Participants Below avg headcount
95th
Percentile by assets National rank
$410,168
Avg per participant High balance/head
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Official DOL plan name: Cfa Institute 401(k) Plan · Sponsored by Cfa Institute · Virginia · Other Services

$183M in assets, 445 participants

Cfa Institute's Cfa Institute 401(k) Plan reported $183M in total assets and 445 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #8,286 in Other Services (8,398 peers)

Where Cfa Institute 401(k) Plan sits by assets

Cfa Institute 401(k) Plan sits in the top 5% of all filed plans by assets, $183M for 445 participants (~$410,168/participant), down 16.4% in 2022.

#8,286
in Other Services (8,398 peers)
-16.4%
assets change YoY
1.8×
vs typical plan assets (national mean)

The plan reported a net loss of $36M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cfa Institute 401(k) Plan's outsized position by total assets

Cfa Institute 401(k) Plan vs every filed plan by assets

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

$182,524,819 Top 5% higher than 95% 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

Cfa Institute 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cfa Institute 401(k) Plan sits mid-pack in the medium band (445 participants).

Form 5500 schedule snapshot

Filing strip 541386480 · Cfa Institute PY 2022 · 401(k)

Cfa Institute 401(k) Plan · $183M · 445 · 95th

  • RANK $183M
  • PHOTO 445
  • IND 95th
  • EOY 401(k)
  • 5500 near The Alamo Group (USA) Inc. 401(k) Retirement and Savings Plan
  • ASSETS ind #8286

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 Other Services retirement plans → · Plans in Virginia →

Cfa Institute 401(k) Plan in the asset neighbourhood

Brown Advisory 401(k) Plan$183MNew Mexico Electricians Retirement Benefit FundNew Mexico Electricians Reti…$183MThe Alamo Group (USA) Inc. 401(k) Retirement and Savings PlanThe Alamo Group (USA) Inc. 4…$183MCfa Institute 401(k) Plan$183MCalfee, Halter & Griswold LLP Profit Sharing Trust and PlanCalfee, Halter & Griswold LL…$182M
End-of-year total assets ($M) among Cfa Institute 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$218M
Net Assets (End of Year)$183M
Net Income-$36M
Employer EIN541386480
Plan Effective Date1985-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cfa Institute)

Sponsor-wide plan assets over time

All Cfa Institute plans reported in each filing year

Latest sponsor-wide plan assets
$240M 31.705550136718667% vs 2022
2024 filing year
$160M$180M$200M$220M$240M$260M 202220232024 $183M $240M ▲ +31.7%
Year Plans Participants Total Assets
2022 1 445 $183M
2023 1 390 $216M
2024 1 413 $240M

Nearby 401(k) Plans in Virginia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Cfa Institute 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -10010203040 Total assets ($B) Participants Cfa Institute 401(k) Plan, Total assets ($B): 0.182524819 · Participants: 445Cfa Institute 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 32.567331218 · Participants: 92420Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 12.972737361 · Participants: 61481401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 9.624791923 · Participants: 36822General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 8.665678993 · Participants: 26125Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 8.232987243 · Participants: 31556Bae Systems Employees' Savings and Investment Plan
Cfa Institute 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Cfa Institute 401(k) Plan side-by-side with 3 peers →

Cfa Institute 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is The Alamo Group (USA) Inc. 401(k) Retirement and Savings Plan in TX ($183M); by covered participants it is Mhala 403(b) Plan in CA (445 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (445 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 Cfa Institute 401(k) Plan assets move in 2022? ▼
Cfa Institute 401(k) Plan declined sharply - down 16.4% during 2022, from $218M to $183M. Reported net income was -$36M.
How have Cfa Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cfa Institute's sponsor-wide assets grew 31.7%, from $183M to $240M.
Where does Cfa Institute 401(k) Plan rank by assets among Form 5500 filers? ▼
Cfa Institute 401(k) Plan ranks in the 95th 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 401(k) plans are similar in size to Cfa Institute 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Alamo Group (USA) Inc. 401(k) Retirement and Savings Plan in TX ($183M, 2,512 participants).
Which 401(k) plans cover a similar participant headcount to Cfa Institute 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mhala 403(b) Plan in CA (445 participants, $9M 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 541386480.

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.