Other · DOL Form 5500 · 2022

National Bureau of Economic Research, Inc. Retirement Plan

Data updated 2026-08-25

$98M
Total assets Below avg plan size
582
Participants Below avg headcount
93rd
Percentile by assets National rank
$168,673
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: National Bureau of Economic Research Money Purchase Pension Plan · Sponsored by National Bureau of Economic Research, Inc. · Massachusetts · Professional & Technical Services

$98M in assets, 582 participants

National Bureau of Economic Research, Inc.'s National Bureau of Economic Research Money Purchase Pension Plan reported $98M in total assets and 582 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #20,210 in Professional & Technical Services (21,562 peers)

Where National Bureau of Economic Research Money Purchase Pension Plan sits by assets

National Bureau of Economic Research Money Purchase Pension Plan sits in the top 10% of all filed plans by assets, $98M for 582 participants (~$168,673/participant), up 13.5% in 2022.

#20,210
in Professional & Technical Services (21,562 peers)
+13.5%
assets growth YoY
1.0×
vs typical plan assets (national mean)

National Bureau of Economic Research Money Purchase Pension Plan's outsized position by total assets

National Bureau of Economic Research Money Purchase Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$98,167,885 Top 7% higher than 93% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

National Bureau of Economic Research Money Purchase Pension 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. National Bureau of Economic Research Money Purchase Pension Plan sits mid-pack in the medium band (582 participants).

Published 5500 schedule card

Filing strip 131641075 · National Bureau of Economic Research, Inc. PY 2022 · Other

National Bureau of Economic Research Money Purchase Pension Plan · $98M · 582 · 93rd

  • PCT $98M
  • PCT 582
  • PCT 93rd
  • PCT Other
  • PCT near Hampden-Sydney College Defined Contribution Retirement Plan
  • PCT ind #20210

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

National Bureau of Economic Research Money Purchase Pension Plan in the asset neighbourhood

Conservation International 403(b) Savings PlanConservation International 4…$98MHampden-Sydney College Defined Contribution Retirement PlanHampden-Sydney College Defin…$98MNational Bureau of Economic Research Money Purchase Pension PlanNational Bureau of Economic …$98MNational Audubon Society Tax Deferred Annuity PlanNational Audubon Society Tax…$98MRegional Enterprises, Inc. 403(b) PlanRegional Enterprises, Inc. 4…$98M
End-of-year total assets ($M) among National Bureau of Economic Research Money Purchase Pension Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$87M
Net Assets (End of Year)$98M
Net Income$12M
Employer EIN131641075
Plan Effective Date1982-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Bureau of Economic Research, Inc.)

Sponsor-wide plan assets over time

All National Bureau of Economic Research, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$162M 25.011598873024315% vs 2022
2024 filing year
$120M$130M$140M$150M$160M$170M 202220232024 $130M $162M ▲ +25.0%
Year Plans Participants Total Assets
2022 2 672 $130M
2023 2 681 $149M
2024 2 689 $162M

Nearby Other Plans in Massachusetts

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

National Bureau of Economic Research Money Purchase Pension Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants National Bureau of Economic Research Money Purchase Pension Plan, Total assets ($B): 0.098167885 · Participants: 582National Bureau of Economic Research Money Purchase Pension PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.147643081 · Participants: 12320The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.162431633 · Participants: 21269Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.46303455 · Participants: 8045Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 1.895761726 · Participants: 9310Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.339557889 · Participants: 12377Boston University Supplemental Retirement and Savings Plan
National Bureau of Economic Research Money Purchase Pension Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare National Bureau of Economic Research Money Purchase Pension Plan side-by-side with 3 peers →

National Bureau of Economic Research Money Purchase Pension Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Hampden-Sydney College Defined Contribution Retirement Plan in VA ($98M); by covered participants it is Family Health West 403b Plan in CO (582 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (582 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did National Bureau of Economic Research Money Purchase Pension Plan assets move in 2022? ▼
National Bureau of Economic Research Money Purchase Pension Plan grew at a solid clip - up 13.5% during 2022, from $87M to $98M. Reported net income was $12M.
How have National Bureau of Economic Research, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Bureau of Economic Research, Inc.'s sponsor-wide assets grew 25.0%, from $130M to $162M.
Where does National Bureau of Economic Research Money Purchase Pension Plan rank by assets among Form 5500 filers? ▼
National Bureau of Economic Research Money Purchase Pension Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to National Bureau of Economic Research Money Purchase Pension Plan? ▼
Among Other plans in other states, the closest by assets is Hampden-Sydney College Defined Contribution Retirement Plan in VA ($98M, 385 participants).
Which Other plans cover a similar participant headcount to National Bureau of Economic Research Money Purchase Pension Plan? ▼
Among Other plans in other states, the closest by covered participants is Family Health West 403b Plan in CO (582 participants, $20M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 131641075.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.