Other · DOL Form 5500 · 2022
The Institute for Effective Education Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 281
- Participants Below avg headcount
- 42nd
- Percentile by assets National rank
- $11,590
- Avg per participant Low balance/head
Official DOL plan name: The Institute for Effective Education 403(b) Plan · Sponsored by The Institute for Effective Education · California · Educational Services
$3M in assets, 281 participants
The Institute for Effective Education's The Institute for Effective Education 403(b) Plan reported $3M in total assets and 281 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.
- #1,162 in Educational Services (4,024 peers)
Coverage in California
The Institute for Effective Education 403(b) Plan covers 281 participants in California, about 45% of the average California filer (state average ~630 per filing). Assets: $3M.
- #1,162
- in Educational Services (4,024 peers)
- +34.3%
- assets growth YoY
The Institute for Effective Education 403(b) Plan's mid-pack asset rank among Educational Services and all filers
The Institute for Effective Education 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,256,768 42nd percentile higher than 42% 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 Institute for Effective Education 403(b) 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 Institute for Effective Education 403(b) Plan sits mid-pack in the medium band (281 participants).
DOL schedule card
Filing strip 952773236 · The Institute for Effective Education PY 2022 · Other
The Institute for Effective Education 403(b) Plan · $3M · 281 · 42nd
- 5500 $3M
- ASSETS 281
- PCT 42nd
- EIN Other
- RANK near St. Thomas's Day School 403(b) DC Plan
- PHOTO ind #1162
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 California →
The Institute for Effective Education 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $832K |
| Employer EIN | 952773236 |
| Plan Effective Date | 2008-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Institute for Effective Education)
Sponsor-wide plan assets over time
All The Institute for Effective Education plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 68.25650460824964% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 281 | $3M |
| 2023 | 1 | 191 | $4M |
| 2024 | 1 | 214 | $5M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $9.4B · 22,514
- Sutter Health 403(b) Savings Plan $5.3B · 48,591
- Stanford Health Care Retirement Savings Plan $4.5B · 20,237
- Caltech Base Retirement Plan $4.2B · 9,827
- University of Southern California Tax-Deferred Annuity Plan $3.7B · 22,632
The Institute for Effective Education 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is St. Thomas's Day School 403(b) DC Plan in CT ($3M); by covered participants it is South Peninsula Hospital 403(b) Plan for Union Employees in AK (281 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (281 participants); asset peers above are excluded.
- South Peninsula Hospital 403(b) Plan for Union Employees (AK) 281 · 0 off
- Sparrow Health System Associate Retirement Plan for 403(b) Transfers (MI) 281 · 0 off
- University Health Physicians 403(b) Retirement Plan (MO) 281 · 0 off
- Section 403(b) Retirement Plan for Employees of Odyssey House, Inc. (NY) 281 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.