Other · DOL Form 5500 · 2022

The Brookings Institution Retirement Plan

Data updated 2026-08-11

$203M
Total assets
381
Participants
96th
Percentile by assets
$533,819
Avg per participant
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Official DOL plan name: Brookings Savings and Retirement Plan · Sponsored by The Brookings Institution · District of Columbia · Professional & Technical Services

$203M in assets, 381 participants

The Brookings Institution's Brookings Savings and Retirement Plan reported $203M in total assets and 381 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)
  • #20,864 in Professional & Technical Services (21,562 peers)

Coverage in District of Columbia

Brookings Savings and Retirement Plan covers 381 participants in District of Columbia, about 26% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $203M.

$203M
total plan assets (2022 EOY)
381
covered participants
96th
percentile by assets (of 139,126 plans)
$533,819
avg assets per participant

The plan reported a net loss of $32M 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. Brookings Savings and Retirement Plan reports 381 participants - about 26% of that state average ($203M EOY assets).

District of Columbia filing particulars

Total Assets (Beginning of Year)$236M
Net Assets (End of Year)$203M
Net Income-$32M
Employer EIN530196577
Plan Effective Date1943-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Brookings Institution)

$180M$200M$220M$240M$260M$280M 202220232024 $203M $260M ▲ +27.9%
Total plan assets by year, all The Brookings Institution plans on file
Year Plans Participants Total Assets
2022 1 381 $203M
2023 1 479 $237M
2024 1 512 $260M

Nearby Other Plans in District of Columbia

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

Brookings Savings and Retirement Plan vs. nearby Other plans in District of Columbia, assets vs. participants

Brookings Savings and Retirement Plan vs. nearby Other plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 00.511.522.53 Total assets ($B) Participants Brookings Savings an…Int'l Brotherhood of…Georgetown Universit…American University …Howard University Sa…Georgetown Universit…
Brookings Savings and Retirement Plan vs. nearby Other plans in District of Columbia, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Brookings Savings and Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Brookings Savings and Retirement Plan assets move in 2022?
Brookings Savings and Retirement Plan pulled back noticeably - down 13.7% during 2022, from $236M to $203M. Reported net income was -$32M.
How have The Brookings Institution plan assets changed over time?
Across 3 plan years on file (2022-2024), The Brookings Institution's sponsor-wide assets grew 27.9%, from $203M to $260M.
Where does Brookings Savings and Retirement Plan rank by assets among Form 5500 filers?
Brookings Savings and Retirement Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Brookings Savings and Retirement Plan?
Among Other plans in other states, the closest by assets is Horace Mann School Retirement and Savings Plan in NY ($203M, 392 participants).

Filing takeaways

Ways to act on Brookings Savings and Retirement Plan's numbers.