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
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
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.
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 EIN | 131624046 |
| Plan Effective Date | 1980-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Institute of International Education, Inc.)
| 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
- 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
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.
- 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
Frequently Asked Questions
How did Institute of International Education 403(b) Retirement Plan assets move in 2023? ▼
How have Institute of International Education, Inc. plan assets changed over time? ▼
Where does Institute of International Education 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Institute of International Education 403(b) Retirement Plan? ▼
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