Money Purchase · DOL Form 5500 · 2023
Peter G. Peterson Institute for International Economics Money Purchase Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 43
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $517,985
- Avg per participant High balance/head
Official DOL plan name: Retirement Plan for Employees of the Peterson Institute for International Economics · Sponsored by Peter G. Peterson Institute for International Economics · District of Columbia · Other Services
$22M in assets, 43 participants
Peter G. Peterson Institute for International Economics's Retirement Plan for Employees of the Peterson Institute for International Economics reported $22M in total assets and 43 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.
- #6,783 in Other Services (7,857 peers)
Where Retirement Plan for Employees of the Peterson Institute for International Economics sits by assets
Retirement Plan for Employees of the Peterson Institute for International Economics sits in the top quartile of all filed plans by assets, $22M for 43 participants (~$517,985/participant), up 16.1% in 2023.
- #6,783
- in Other Services (7,857 peers)
- +16.1%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Retirement Plan for Employees of the Peterson Institute for International Economics's outsized position by total assets
Retirement Plan for Employees of the Peterson Institute for International Economics vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$22,273,362 Top 25% higher than 75% 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
Retirement Plan for Employees of the Peterson Institute for International Economics among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Employees of the Peterson Institute for International Economics is a small filing (43 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Retirement Plan for Employees of the Peterson Institute for International Economics reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Retirement Plan for Employees of the Peterson Institute for International Economics end-of-year assets rose from $19M in the plan year 2022 filing to $22M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 521226967 · Peter G. Peterson Institute for International Economics PY 2023 · Money Purchase
Retirement Plan for Employees of the Peterson Institute for International Economics · $22M · 43 · 75th
- NET $22M
- BOOK 43
- VS-ST 75th
- BOY Money Purchase
- SCH near Swisher International Inc. Defined Contribution Plan for Salaried Employees
- EBSA ind #6783
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 →
Retirement Plan for Employees of the Peterson Institute for International Economics in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $3M |
| Employer EIN | 521226967 |
| Plan Effective Date | 1987-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Peter G. Peterson Institute for International Economics)
Sponsor-wide plan assets over time
All Peter G. Peterson Institute for International Economics plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 30.203904843502592% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 43 | $19M |
| 2023 | 1 | 43 | $22M |
| 2024 | 1 | 49 | $25M |
Nearby Money Purchase Plans in District of Columbia
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Aura, Inc. Money Purchase Pension Plan and Trust $381M · 1,394
- Nas Primary Retirement Plan $367M · 1,056
- Carnegie Institution of Washington Retirement Plan $225M · 555
- National Democratic Institute for International Affairs Money Purchase Pension Plan $56M · 263
- Nfl Players Association Money Purchase Pension Plan and Trust $53M · 87
Retirement Plan for Employees of the Peterson Institute for International Economics's out-of-state Money Purchase peers by assets and headcount
Outside District of Columbia, the nearest Money Purchase by assets is Swisher International Inc. Defined Contribution Plan for Salaried Employees in CT ($22M); by covered participants it is Flint Institute of Arts Defined Contribution Pension Plan in MI (43 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- Swisher International Inc. Defined Contribution Plan for Salaried Employees (CT) $22M · 481
- Nippon Life Group Money Purchase Plan (NY) $22M · 124
- Alro Steel Corporation and Subsidiaries Retirement/401(k) Plan (Money Purchase Portion) (MI) $22M · 2,948
- The Nab Money Purchase Pension Plan and Trust (NY) $22M · 104
Similar participant headcount
Nearest other-state filings by covered participants (43 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.