Money Purchase · DOL Form 5500 · 2022
The Rand Corporation Money Purchase Plan
Data updated 2026-08-25
- $514M
- Total assets Above avg plan size
- 2,084
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $246,447
- Avg per participant Above avg balance/head
Official DOL plan name: The Rand Corporation 401(a) Qualified Retirement Plan · Sponsored by The Rand Corporation · California · Other Services
$514M in assets, 2,084 participants
The Rand Corporation's The Rand Corporation 401(a) Qualified Retirement Plan reported $514M in total assets and 2,084 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.
- #8,361 in Other Services (8,398 peers)
Coverage in California
The Rand Corporation 401(a) Qualified Retirement Plan covers 2,084 participants in California, 3.3x the typical California plan (state average ~630 per filing). Assets: $514M.
- #8,361
- in Other Services (8,398 peers)
- -15.8%
- assets change YoY
- 5.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $96M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Rand Corporation 401(a) Qualified Retirement Plan's outsized position by total assets
The Rand Corporation 401(a) Qualified Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$513,595,772 Top 2% higher than 98% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Rand Corporation 401(a) Qualified Retirement 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. The Rand Corporation 401(a) Qualified Retirement Plan lands in the large band (2,084 participants).
DOL schedule card
Filing strip 951958142 · The Rand Corporation PY 2022 · Money Purchase
The Rand Corporation 401(a) Qualified Retirement Plan · $514M · 2,084 · 98th
- ASSETS $514M
- PCT 2,084
- EIN 98th
- RANK Money Purchase
- PHOTO near Educational Testing Service 401(a) Retirement Plan
- IND ind #8361
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 California →
The Rand Corporation 401(a) Qualified Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $610M |
|---|---|
| Net Assets (End of Year) | $514M |
| Net Income | -$96M |
| Employer EIN | 951958142 |
| Plan Effective Date | 1957-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Rand Corporation)
Sponsor-wide plan assets over time
All The Rand Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.3B 27.487227191124862% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,800 | $987M |
| 2023 | 2 | 3,949 | $1.1B |
| 2024 | 2 | 4,254 | $1.3B |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $5.9B · 17,035
- Kaiser Permanente Supplemental Savings and Retirement Plan $4.3B · 36,448
- University of Southern California Defined Contribution Retirement Plan $3.8B · 20,087
- Carpenters Annuity Trust Fund for Northern California $3.0B · 26,442
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.0B · 22,792
The Rand Corporation 401(a) Qualified Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Educational Testing Service 401(a) Retirement Plan in NJ ($525M); by covered participants it is Southern Carpenters Supplemental Pension Plan in TN (2,083 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($514M here).
- Educational Testing Service 401(a) Retirement Plan (NJ) $525M · 3,282
- Iron Workers District Council of New England Annuity Fund (MA) $500M · 6,992
- Hawaii Carpenters Financial Security Fund (HI) $492M · 4,036
- Virginia Mason Medical Center Retirement Plan (WA) $481M · 5,662
Similar participant headcount
Nearest other-state filings by covered participants (2,084 participants); asset peers above are excluded.
- Southern Carpenters Supplemental Pension Plan (TN) 2,083 · 1 off
- Cascade Pension Plan (OR) 2,092 · 8 off
- Plumbers and Pipefitters Local Union No. 396 Security Plan (OH) 2,069 · 15 off
- Noblis, Inc. Qualified Retirement Plan (VA) 2,060 · 24 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.