Profit Sharing · DOL Form 5500 · 2023
The Aspen Institute Profit Sharing Plan
Data updated 2026-08-25
- $173M
- Total assets Near avg plan size
- 531
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $326,433
- Avg per participant High balance/head
Official DOL plan name: Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst. · Sponsored by The Aspen Institute · District of Columbia · Other Services
$173M in assets, 531 participants
The Aspen Institute's Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst. reported $173M in total assets and 531 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #7,718 in Other Services (7,857 peers)
Coverage in District of Columbia
Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst. covers 531 participants in District of Columbia, about 36% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $173M.
- #7,718
- in Other Services (7,857 peers)
- +20.7%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst.'s outsized position by total assets
Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$173,335,713 Top 6% higher than 94% 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
Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst. 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. Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst. sits mid-pack in the medium band (531 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst. reported net income rose from -$18M in the plan year 2022 filing to $30M in the plan year 2023 filing.
- Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst. end-of-year assets rose from $144M in the plan year 2022 filing to $173M in the plan year 2023 filing.
- Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst. reported participants rose from 506 in the plan year 2022 filing to 531 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 840399006 · The Aspen Institute PY 2023 · Profit Sharing
Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst. · $173M · 531 · 94th
- BOY $173M
- SCH 531
- EBSA 94th
- PART Profit Sharing
- TYPE near Amplify Hr Management Retirement Savings Plan
- NET ind #7718
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 Other Services retirement plans → · Plans in District of Columbia →
Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst. in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $144M |
|---|---|
| Net Assets (End of Year) | $173M |
| Net Income | $30M |
| Employer EIN | 840399006 |
| Plan Effective Date | 1964-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Aspen Institute)
Sponsor-wide plan assets over time
All The Aspen Institute plans reported in each filing year
- Latest sponsor-wide plan assets
- $193M 34.288260145154744% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 506 | $144M |
| 2023 | 1 | 531 | $173M |
| 2024 | 1 | 555 | $193M |
Nearby Profit Sharing Plans in District of Columbia
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- I.a.M. National 401(k) Plan $828M · 33,154
- Williams & Connolly LLP Profit Sharing Plan and Trust $255M · 682
- Arentfox Schiff Profit Sharing Plan $253M · 763
- The Medical Faculty Associates 401(a) Retirement Plan $114M · 1,042
- Kipp DC Retirement Plan $105M · 1,300
Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst.'s out-of-state Profit Sharing peers by assets and headcount
Outside District of Columbia, the nearest Profit Sharing by assets is Amplify Hr Management Retirement Savings Plan in IL ($173M); by covered participants it is Winston Salem Industries for the Blind Retirement Plan in NC (530 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($173M here).
- Amplify Hr Management Retirement Savings Plan (IL) $173M · 2,744
- Scot Industries, Inc. Profit Sharing Trust (TX) $173M · 804
- White Castle Profit Sharing Plan (OH) $174M · 4,284
- The Hoffman Employee Retirement Income Plan (OR) $172M · 485
Similar participant headcount
Nearest other-state filings by covered participants (531 participants); asset peers above are excluded.
- Winston Salem Industries for the Blind Retirement Plan (NC) 530 · 1 off
- V. Suarez & Co., Inc. Retirement Plan (PR) 529 · 2 off
- Collegiate Academies 403(b) Plan (LA) 529 · 2 off
- 403(b) Thrift Plan of Community Health Care (WA) 535 · 4 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.