Other · DOL Form 5500 · 2023
Institute of International Education, Inc. Retirement Plan
Data updated 2026-08-25
- $123M
- Total assets Near avg plan size
- 522
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $236,109
- Avg per participant Above avg balance/head
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.
- #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.
- #3,258
- in Educational Services (3,735 peers)
- +22.8%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Institute of International Education 403(b) Retirement Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Institute of International Education 403(b) Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Institute of International Education 403(b) Retirement Plan sits mid-pack in the medium band (522 participants).
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.
DOL schedule card
Filing strip 131624046 · Institute of International Education, Inc. PY 2023 · Other
Institute of International Education 403(b) Retirement Plan · $123M · 522 · 93rd
- IND $123M
- EOY 522
- 5500 93rd
- ASSETS Other
- PCT near Carthage College Defined Contribution Plan
- EIN ind #3258
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 New York →
Institute of International Education 403(b) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $100M |
|---|---|
| Net Assets (End of Year) | $123M |
| Net Income | $23M |
| Employer EIN | 131624046 |
| Plan Effective Date | 1980-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Institute of International Education, Inc.)
Sponsor-wide plan assets over time
All Institute of International Education, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $145M 44.502091733160874% vs 2022
- 2024 filing year
| 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.
- Northwell Health 403(b) Plan $9.9B · 48,676
- The Mount Sinai Medical Center 403(b) Retirement Plan $8.5B · 30,241
- University of Rochester Retirement Program $7.2B · 28,970
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $5.6B · 22,855
- Retirement Plan for Officers of Columbia University $5.0B · 14,407
Institute of International Education 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Carthage College Defined Contribution Plan in WI ($123M); by covered participants it is Wayside Youth & Family Support Network, Inc. 403(b) Plan in MA (522 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($123M here).
- Carthage College Defined Contribution Plan (WI) $123M · 382
- Owensboro Health 403(b) Match Plan (KY) $123M · 1,200
- The Blake School Defined Contribution Plan (MN) $123M · 356
- Southeastern Regional Medical Center Tax-Deferred Savings Plan (NC) $123M · 2,074
Similar participant headcount
Nearest other-state filings by covered participants (522 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.