Other · DOL Form 5500 · 2022
The Urban Institute Retirement Plan
Data updated 2026-08-25
- $260M
- Total assets Near avg plan size
- 598
- Participants Below avg headcount
- 96th
- Percentile by assets National rank
- $435,288
- Avg per participant High balance/head
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.
- #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.
- #3,791
- in Educational Services (4,024 peers)
- -14.1%
- assets change YoY
- 2.6×
- vs typical plan assets (national mean)
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.
The Urban Institute Retirement Plan's outsized position by total assets
The Urban Institute Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$260,302,201 Top 4% higher than 96% 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 Urban Institute Retirement Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Urban Institute Retirement Plan sits mid-pack in the medium band (598 participants).
Published 5500 schedule card
Filing strip 520880375 · The Urban Institute PY 2022 · Other
The Urban Institute Retirement Plan · $260M · 598 · 96th
- TYPE $260M
- NET 598
- BOOK 96th
- VS-ST Other
- BOY near Connecticut College Defined Contribution and Tda Retirement Plan
- SCH ind #3791
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 District of Columbia →
The Urban Institute Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All The Urban Institute plans reported in each filing year
- Latest sponsor-wide plan assets
- $330M 26.734851158634655% vs 2022
- 2024 filing year
| 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.
- 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
The Urban Institute Retirement Plan's out-of-state Other peers by assets and headcount
Outside District of Columbia, the nearest Other by assets is Connecticut College Defined Contribution and Tda Retirement Plan in CT ($260M); by covered participants it is Ucp of Central Florida 403(b) Plan in FL (598 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($260M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (598 participants); asset peers above are excluded.
- Ucp of Central Florida 403(b) Plan (FL) 598 · 0 off
- Urban Affairs Coalition 403(b) Retirement Plan (PA) 597 · 1 off
- Henry Street Settlement 403(b) Retirement Savings Plan (NY) 597 · 1 off
- Curry College Defined Contribution Retirement Plan (MA) 599 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.