Other · DOL Form 5500 · 2023
Planetary Science Institute Retirement Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 146
- Participants Small participant base
- 79th
- Percentile by assets National rank
- $198,513
- Avg per participant Above avg balance/head
Official DOL plan name: Planetary Science Institute 403(b) DC and Tda Plan · Sponsored by Planetary Science Institute · Arizona · Professional & Technical Services
$29M in assets, 146 participants
Planetary Science Institute's Planetary Science Institute 403(b) DC and Tda Plan reported $29M in total assets and 146 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.
- #16,083 in Professional & Technical Services (20,321 peers)
Coverage in Arizona
Planetary Science Institute 403(b) DC and Tda Plan covers 146 participants in Arizona, about 26% of the average Arizona filer (state average ~564 per filing). Assets: $29M.
- #16,083
- in Professional & Technical Services (20,321 peers)
- +19.6%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Planetary Science Institute 403(b) DC and Tda Plan's outsized position by total assets
Planetary Science Institute 403(b) DC and Tda Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$28,982,922 Top 21% higher than 79% 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
Planetary Science Institute 403(b) DC and Tda 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. Planetary Science Institute 403(b) DC and Tda Plan sits mid-pack in the medium band (146 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Planetary Science Institute 403(b) DC and Tda Plan reported net income rose from -$2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Planetary Science Institute 403(b) DC and Tda Plan end-of-year assets rose from $24M in the plan year 2022 filing to $29M in the plan year 2023 filing.
- Planetary Science Institute 403(b) DC and Tda Plan reported participants rose from 133 in the plan year 2022 filing to 146 in the plan year 2023 filing.
DOL schedule card
Filing strip 330175263 · Planetary Science Institute PY 2023 · Other
Planetary Science Institute 403(b) DC and Tda Plan · $29M · 146 · 79th
- PHOTO $29M
- PHOTO 146
- PHOTO 79th
- PHOTO Other
- PHOTO near The Derryfield School Defined Contribution Retirement Plan
- PHOTO ind #16083
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 Arizona →
Planetary Science Institute 403(b) DC and Tda Plan in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | $5M |
| Employer EIN | 330175263 |
| Plan Effective Date | 1988-12-05 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Planetary Science Institute)
Sponsor-wide plan assets over time
All Planetary Science Institute plans reported in each filing year
- Latest sponsor-wide plan assets
- $35M 42.41670174607153% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 133 | $24M |
| 2023 | 1 | 146 | $29M |
| 2024 | 1 | 152 | $35M |
Nearby Other Plans in Arizona
Peer Other plans, same state, same plan type, ranked by total assets.
- Honor Health 403(b) Retirement Security Plan $1.0B · 13,597
- Operating Engineers Local 428 Annuity Trust Fund $291M · 7,670
- Banner Health Employees 403(b) Plan $164M · 11,018
- El Rio Santa Cruz Neighborhood Health Center, Inc. Retirement Plan $150M · 1,887
- Kingman Regional Medical Center Employee Retirement Plan $107M · 1,914
Planetary Science Institute 403(b) DC and Tda Plan's out-of-state Other peers by assets and headcount
Outside Arizona, the nearest Other by assets is The Derryfield School Defined Contribution Retirement Plan in NH ($29M); by covered participants it is The New England College of Optometry Defined Contribution Retirement Plan in MA (146 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
Similar participant headcount
Nearest other-state filings by covered participants (146 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.