401(k) · DOL Form 5500 · 2022
Cfa Institute 401(k) Plan
Data updated 2026-08-11
- $183M
- Total assets
- 445
- Participants
- 95th
- Percentile by assets
- $410,168
- Avg per participant
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.
- 95th percentile by assets (of 139,126 plans)
- #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.
- $183M
- total plan assets (2022 EOY)
- 445
- covered participants
- 95th
- percentile by assets (of 139,126 plans)
- $410,168
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Cfa Institute 401(k) Plan outranks 95% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.8x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $218M |
|---|---|
| Net Assets (End of Year) | $183M |
| Net Income | -$36M |
| Employer EIN | 541386480 |
| Plan Effective Date | 1985-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cfa Institute)
| 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
- Northrop Grumman Savings Plan $32.6B · 92,420
- 401(k) Pension Plan $13.0B · 61,481
- General Dynamics Corporation 401(k) Plan 6.0 $9.6B · 36,822
- Leidos, Inc. Retirement Plan $8.7B · 26,125
- Bae Systems Employees' Savings and Investment Plan $8.2B · 31,556
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Cfa Institute 401(k) Plan by total assets, not by location.
- The Alamo Group (USA) Inc. 401(k) Retirement and Savings Plan (TX) $183M · 2,512
- New Mexico Electricians Retirement Benefit Fund (NM) $183M · 1,353
- Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan (OH) $182M · 242
- Brown Advisory 401(k) Plan (MD) $183M · 766
Frequently Asked Questions
How did Cfa Institute 401(k) Plan assets move in 2022? ▼
How have Cfa Institute plan assets changed over time? ▼
Where does Cfa Institute 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Cfa Institute 401(k) Plan? ▼
Next read for Cfa Institute 401(k) Plan
Scale reading
Ways to act on Cfa Institute 401(k) Plan's numbers.
- By total assets, Cfa Institute 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Virginia. Compare plans
- Cfa Institute's sponsor-wide assets have grown 31.7% since 2022 across 3 plan years on file. More Other Services plans