Other · DOL Form 5500 · 2023

Institute of International Education, Inc. Retirement Plan

Data updated 2026-08-11

$123M
Total assets
522
Participants
93rd
Percentile by assets
$236,109
Avg per participant
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Official DOL plan name: Institute of International Education 403(b) Retirement Plan · Sponsored by Institute of International Education, Inc. · New York · Educational Services

$123M in assets, 522 participants

Institute of International Education, Inc.'s Institute of International Education 403(b) Retirement Plan reported $123M in total assets and 522 participants in its 2023 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.

  • 93rd percentile by assets (of 127,072 plans)
  • #3,258 in Educational Services (3,735 peers)

Where Institute of International Education 403(b) Retirement Plan sits by assets

Institute of International Education 403(b) Retirement Plan sits in the top 10% of all filed plans by assets, $123M for 522 participants (~$236,109/participant), up 22.8% in 2023.

$123M
total plan assets (2023 EOY)
522
covered participants
93rd
percentile by assets (of 127,072 plans)
$236,109
avg assets per participant

Where Institute of International Education 403(b) Retirement Plan sits by total assets

Institute of International Education 403(b) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$123,248,730 Top 7% higher than 93% of 127,068 filed plans

This plan $0 $2,010,000,000 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 2023

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Institute of International Education 403(b) Retirement Plan reported net income rose from -$19M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Institute of International Education 403(b) Retirement Plan end-of-year assets rose from $100M in the plan year 2022 filing to $123M in the plan year 2023 filing.
  • Institute of International Education 403(b) Retirement Plan reported participants rose from 480 in the plan year 2022 filing to 522 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Institute of International Education 403(b) Retirement Plan vs the 2023 asset distribution

By assets, Institute of International Education 403(b) Retirement Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$100M
Net Assets (End of Year)$123M
Net Income$23M
Employer EIN131624046
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Institute of International Education, Inc.)

$80M$100M$120M$140M$160M 202220232024 $100M $145M ▲ +44.5%
Total plan assets by year, all Institute of International Education, Inc. plans on file
Year Plans Participants Total Assets
2022 1 480 $100M
2023 1 522 $123M
2024 1 567 $145M

Nearby Other Plans in New York

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

Institute of International Education 403(b) Retirement Plan vs. nearby Other plans in New York, assets vs. participants

Institute of International Education 403(b) Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Institute of Interna…Northwell Health 403…The Mount Sinai Medi…University of Roches…Memorial Sloan Kette…Retirement Plan for …
Institute of International Education 403(b) Retirement Plan vs. nearby Other plans in New York, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Institute of International Education 403(b) Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Institute of International Education 403(b) Retirement Plan assets move in 2023?
Institute of International Education 403(b) Retirement Plan grew sharply - up 22.8% during 2023, from $100M to $123M. Reported net income was $23M.
How have Institute of International Education, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Institute of International Education, Inc.'s sponsor-wide assets grew 44.5%, from $100M to $145M.
Where does Institute of International Education 403(b) Retirement Plan rank by assets among Form 5500 filers?
Institute of International Education 403(b) Retirement Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Institute of International Education 403(b) Retirement Plan?
Among Other plans in other states, the closest by assets is Carthage College Defined Contribution Plan in WI ($123M, 382 participants).

Next read for Institute of International Education 403…

Scale reading

Ways to act on Institute of International Education 403(b) Retirement Plan's numbers.

  • By total assets, Institute of International Education 403(b) Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in New York. Compare plans
  • Institute of International Education, Inc.'s sponsor-wide assets have grown 44.5% since 2022 across 3 plan years on file. More Educational Services plans