Other · DOL Form 5500 · 2022
The Urban Institute Retirement Plan
Data updated 2026-08-11
- $260M
- Total assets
- 598
- Participants
- 96th
- Percentile by assets
- $435,288
- Avg per participant
Official DOL plan name: The Urban Institute Retirement Plan · Sponsored by The Urban Institute · District of Columbia · Educational Services
$260M in assets, 598 participants
The Urban Institute's The Urban Institute Retirement Plan reported $260M in total assets and 598 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 139,126 plans)
- #3,791 in Educational Services (4,024 peers)
Coverage in District of Columbia
The Urban Institute Retirement Plan covers 598 participants in District of Columbia, about 41% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $260M.
- $260M
- total plan assets (2022 EOY)
- 598
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $435,288
- avg assets per participant
The plan reported a net loss of $43M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs District of Columbia filers
In District of Columbia, the average filing covers about 1,456 participants across 881 plans. The Urban Institute Retirement Plan reports 598 participants - about 41% of that state average ($260M EOY assets).
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $303M |
|---|---|
| Net Assets (End of Year) | $260M |
| Net Income | -$43M |
| Employer EIN | 520880375 |
| Plan Effective Date | 1968-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Urban Institute)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 598 | $260M |
| 2023 | 1 | 619 | $296M |
| 2024 | 1 | 630 | $330M |
Nearby Other Plans in District of Columbia
Peer Other plans, same state, same plan type, ranked by total assets.
The Urban Institute Retirement Plan vs. nearby Other plans in District of Columbia, assets vs. participants
- Int'l Brotherhood of Electrical Workers' Pension Benefit Fund $2.5B · 419,935
- Georgetown University Defined Contribution Retirement Plan $2.0B · 4,918
- American University Defined Contribution Retirement Plan $1.1B · 2,632
- Howard University Savings Plan $1.0B · 5,159
- Georgetown University Voluntary Contribution Retirement Plan $741M · 13,020
Similar-Sized Other Plans Nationally
Other plans in other states closest to The Urban Institute Retirement Plan by total assets, not by location.
- Connecticut College Defined Contribution and Tda Retirement Plan (CT) $260M · 676
- University of New Haven Retirement and 403(b) Savings Plan (CT) $260M · 852
- Peacehealth Southwest Medical Center Retirement Savings Plan (WA) $260M · 3,224
- Tulane University Staff 403(b) Retirement Plan (LA) $261M · 3,481
Frequently Asked Questions
How did The Urban Institute Retirement Plan assets move in 2022? ▼
How have The Urban Institute plan assets changed over time? ▼
Where does The Urban Institute Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to The Urban Institute Retirement Plan? ▼
Next read for The Urban Institute Retirement Plan
Filing takeaways
Ways to act on The Urban Institute Retirement Plan's numbers.
- By total assets, The Urban Institute 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 Other plans in District of Columbia. Compare plans
- The Urban Institute's sponsor-wide assets have grown 26.7% since 2022 across 3 plan years on file. More Educational Services plans