Money Purchase · DOL Form 5500 · 2022
The Rand Corporation Money Purchase Plan
Data updated 2026-08-06
- $514M
- Total assets
- 2,084
- Participants
- 98th
- Percentile by assets
- $246,447
- Avg per participant
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.
- 98th percentile by assets (of 139,258 plans)
- #8,369 in Other Services (8,406 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 ~637 per filing). Assets: $514M.
- $514M
- total plan assets (2022 EOY)
- 2,084
- covered participants
- 98th
- percentile by assets (of 139,258 plans)
- $246,447
- avg assets per participant
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.
Participants vs California filers
In California, the average filing covers about 637 participants across 14,392 plans. The Rand Corporation 401(a) Qualified Retirement Plan reports 2,084 participants - 3.3x that state average ($514M EOY assets).
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)
| 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 Rand Corporation 401(a) Qualified Retirement Plan vs. nearby Money Purchase plans in California, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to The Rand Corporation 401(a) Qualified Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did The Rand Corporation 401(a) Qualified Retirement Plan assets move in 2022? ▼
How have The Rand Corporation plan assets changed over time? ▼
Where does The Rand Corporation 401(a) Qualified Retirement Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to The Rand Corporation 401(a) Qualified Retirement Plan? ▼
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Filing takeaways
Ways to act on The Rand Corporation 401(a) Qualified Retirement Plan's numbers.
- By total assets, The Rand Corporation 401(a) Qualified Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- The Rand Corporation's sponsor-wide assets have grown 27.5% since 2022 across 3 plan years on file. More Other Services plans