Other · DOL Form 5500 · 2022

Institute for Shipboard Education Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
37
Participants Small participant base
54th
Percentile by assets National rank
$159,194
Avg per participant Above avg balance/head
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Official DOL plan name: Institute for Shipboard Education · Sponsored by Institute for Shipboard Education · Colorado · Educational Services

$6M in assets, 37 participants

Institute for Shipboard Education's Institute for Shipboard Education reported $6M in total assets and 37 participants in its 2022 DOL Form 5500 filing, ranking in the 54th 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.

  • #1,532 in Educational Services (4,024 peers)

Institute for Shipboard Education multi-year trail

Institute for Shipboard Education's plans moved +12.8% in assets from 2022 to 2024; this filing shows Institute for Shipboard Education at $6M / 37 participants.

#1,532
in Educational Services (4,024 peers)
-11.7%
assets change YoY

The plan reported a net loss of $784K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Institute for Shipboard Education's mid-pack asset rank among Educational Services and all filers

Institute for Shipboard Education vs every filed plan by assets

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

$5,890,170 Top 46% higher than 54% 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 Shipboard Education among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Institute for Shipboard Education is a small filing (37 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 953075415 · Institute for Shipboard Education PY 2022 · Other

Institute for Shipboard Education · $6M · 37 · 54th

  • EIN $6M
  • RANK 37
  • PHOTO 54th
  • IND Other
  • EOY near Baywood Court Employee Savings Plan
  • 5500 ind #1532

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 Educational Services retirement plans → · Plans in Colorado →

Institute for Shipboard Education in the asset neighbourhood

403(b) Thrift Plan for Employees of D'veal Corporation403(b) Thrift Plan for Emplo…$6MPhiladelphia Education Fund Retirement PlanPhiladelphia Education Fund …$6MThe Forest at Duke 403(b) PlanThe Forest at Duke 403(b) Pl…$6MInstitute for Shipboard EducationInstitute for Shipboard Educ…$6MBaywood Court Employee Savings PlanBaywood Court Employee Savin…$6M
End-of-year total assets ($M) among Institute for Shipboard Education and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Institute for Shipboard Education multi-year asset trail

Sponsor-wide plan assets over time

All Institute for Shipboard Education plans reported in each filing year

Latest sponsor-wide plan assets
$7M 12.760497574772883% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M 202220232024 $5.89M $6.64M ▲ +12.7%
Year Plans Participants Total Assets
2022 1 37 $6M
2023 1 45 $6M
2024 1 45 $7M

Institute for Shipboard Education filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$784K
Employer EIN953075415
Plan Effective Date1979-04-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Colorado

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

Institute for Shipboard Education vs. nearby Other plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.5 Total assets ($B) Participants Institute for Shipboard Education, Total assets ($B): 0.00589017 · Participants: 37Institute for Shipboard EducationUcar Retirement Plan, Total assets ($B): 1.016981364 · Participants: 1300Ucar Retirement PlanChildren's Hospital Colorado 403(b) Plan, Total assets ($B): 0.747591604 · Participants: 7995Children's Hospital Colorado 403(b) PlanUniversity of Denver Retirement Plan, Total assets ($B): 0.7437272 · Participants: 2470University of Denver Retirement PlanNrel 403(b) Employee Savings Plan, Total assets ($B): 0.422176184 · Participants: 2577Nrel 403(b) Employee Savings PlanColorado College Retirement Benefit Plan, Total assets ($B): 0.318847964 · Participants: 785Colorado College Retirement Benefit Plan
Institute for Shipboard Education vs. nearby Other plans in Colorado, assets vs. participants
Compare Institute for Shipboard Education side-by-side with 3 peers →

Institute for Shipboard Education's out-of-state Other peers by assets and headcount

Outside Colorado, the nearest Other by assets is Baywood Court Employee Savings Plan in CA ($6M); by covered participants it is Northeast Youth & Family Services 401(k) Plan in MN (37 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (37 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 Shipboard Education assets move in 2022? ▼
Institute for Shipboard Education pulled back noticeably - down 11.7% during 2022, from $7M to $6M. Reported net income was -$784K.
How have Institute for Shipboard Education plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Institute for Shipboard Education's sponsor-wide assets grew 12.8%, from $6M to $7M.
Which Other plans are similar in size to Institute for Shipboard Education? ▼
Among Other plans in other states, the closest by assets is Baywood Court Employee Savings Plan in CA ($6M, 218 participants).
Which Other plans cover a similar participant headcount to Institute for Shipboard Education? ▼
Among Other plans in other states, the closest by covered participants is Northeast Youth & Family Services 401(k) Plan in MN (37 participants, $1M 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 953075415.

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.