Profit Sharing · DOL Form 5500 · 2023

The Aspen Institute Profit Sharing Plan

Data updated 2026-08-11

$173M
Total assets: 531
Participants: 94th
Percentile by assets: $326,433
Avg per participant

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.

94th percentile by assets (of 127,072 plans)
#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.

$173M
total plan assets (2023 EOY): 531
covered participants: 94th
percentile by assets (of 127,072 plans): $326,433
avg assets per participant

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.

See the national 2022→2023 release diff →

State

District of Columbia

Industry

Other Services

Participants vs District of Columbia filers

In District of Columbia, the average filing covers about 1,456 participants across 881 plans. Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst. reports 531 participants - about 36% of that state average ($173M EOY assets).

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)

Total plan assets by year, all The Aspen Institute plans on file

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.

Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst. vs. nearby Profit Sharing plans in District of Columbia, assets vs. participants

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

Compare Tiaa-Cref Retirement Plan for All Employ… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst. by total assets, not by location.

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

Frequently Asked Questions

How did Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst. assets move in 2023? ▼

Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst. grew sharply - up 20.7% during 2023, from $144M to $173M. Reported net income was $30M.

How have The Aspen Institute plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), The Aspen Institute's sponsor-wide assets grew 34.3%, from $144M to $193M.

Where does Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst. rank by assets among Form 5500 filers? ▼

Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst. ranks in the 94th 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 Profit Sharing plans are similar in size to Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst.? ▼

Among Profit Sharing plans in other states, the closest by assets is Amplify Hr Management Retirement Savings Plan in IL ($173M, 2,744 participants).

Next read for Tiaa-Cref Retirement Plan for All Employ…

Filing takeaways

Ways to act on Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst.'s numbers.

By total assets, Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst. ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in District of Columbia. Compare plans
The Aspen Institute's sponsor-wide assets have grown 34.3% since 2022 across 3 plan years on file. More Other Services plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 840399006.