Other · DOL Form 5500 · 2023
Institute for Shipboard Education Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 45
- Participants Small participant base
- 49th
- Percentile by assets National rank
- $139,008
- Avg per participant Near avg balance/head
Official DOL plan name: Institute for Shipboard Education Retirement Plan · Sponsored by Institute for Shipboard Education · Colorado · Educational Services
$6M in assets, 45 participants
Institute for Shipboard Education's Institute for Shipboard Education Retirement Plan reported $6M in total assets and 45 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.
- #1,243 in Educational Services (3,735 peers)
Institute for Shipboard Education multi-year trail
Institute for Shipboard Education's plans moved +12.8% in assets from 2022 to 2024; this filing shows Institute for Shipboard Education Retirement Plan at $6M / 45 participants.
- #1,243
- in Educational Services (3,735 peers)
- +6.2%
- assets growth YoY
Institute for Shipboard Education Retirement Plan's mid-pack asset rank among Educational Services and all filers
Institute for Shipboard Education Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,255,379 49th percentile higher than 49% 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
Institute for Shipboard Education Retirement Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Institute for Shipboard Education Retirement Plan is a small filing (45 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Institute for Shipboard Education Retirement Plan reported net income rose from -$784K in the plan year 2022 filing to $365K in the plan year 2023 filing.
- Institute for Shipboard Education Retirement Plan reported participants rose from 37 in the plan year 2022 filing to 45 in the plan year 2023 filing.
- Institute for Shipboard Education Retirement Plan end-of-year assets rose from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 953075415 · Institute for Shipboard Education PY 2023 · Other
Institute for Shipboard Education Retirement Plan · $6M · 45 · 49th
- PART $6M
- TYPE 45
- NET 49th
- BOOK Other
- VS-ST near Industries for the Blind and Visually Impaired, Inc. Retirement Savings Plan
- BOY ind #1243
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 Educational Services retirement plans → · Plans in Colorado →
Institute for Shipboard Education Retirement Plan in the asset neighbourhood
Institute for Shipboard Education multi-year asset trail
Sponsor-wide plan assets over time
All Institute for Shipboard Education plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 12.760497574772883% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 37 | $6M |
| 2023 | 1 | 45 | $6M |
| 2024 | 1 | 45 | $7M |
Institute for Shipboard Education filing trail (2023)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $365K |
| Employer EIN | 953075415 |
| Plan Effective Date | 1979-04-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Colorado
Peer Other plans, same state, same plan type, ranked by total assets.
- Ucar Retirement Plan $1.1B · 1,444
- Children's Hospital Colorado 403(b) Plan $898M · 8,617
- University of Denver Retirement Plan $848M · 7,241
- Nrel 403(b) Employee Savings Plan $525M · 2,877
- Colorado College Retirement Benefit Plan $353M · 707
Institute for Shipboard Education Retirement Plan's out-of-state Other peers by assets and headcount
Outside Colorado, the nearest Other by assets is Industries for the Blind and Visually Impaired, Inc. Retirement Savings Plan in WI ($6M); by covered participants it is Heidelberg Materials US Suppl Ret Fund Plan in TX (45 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (45 participants); asset peers above are excluded.
- Heidelberg Materials US Suppl Ret Fund Plan (TX) 45 · 0 off
- The Ross School Tax Deferred Annuity Plan (NY) 45 · 0 off
- Wasatch Academy Pension Plan (UT) 45 · 0 off
- J Pease Construction Co., Inc. Profit Sharing Trust (IL) 45 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.