Other · DOL Form 5500 · 2023

Institute for the Future Retirement Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
51
Participants Small participant base
77th
Percentile by assets National rank
$492,484
Avg per participant High balance/head
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Official DOL plan name: Institute for the Future DC Plan · Sponsored by Institute for the Future · California · Professional & Technical Services

$25M in assets, 51 participants

Institute for the Future's Institute for the Future DC Plan reported $25M in total assets and 51 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #15,613 in Professional & Technical Services (20,321 peers)

Where Institute for the Future DC Plan sits by assets

Institute for the Future DC Plan sits in the top quartile of all filed plans by assets, $25M for 51 participants (~$492,484/participant), up 13.3% in 2023.

#15,613
in Professional & Technical Services (20,321 peers)
+13.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Institute for the Future DC Plan's outsized position by total assets

Institute for the Future DC Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$25,116,667 Top 23% higher than 77% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Institute for the Future DC 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 the Future DC Plan is a small filing (51 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Institute for the Future DC Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Institute for the Future DC Plan reported participants rose from 44 in the plan year 2022 filing to 51 in the plan year 2023 filing.
  • Institute for the Future DC Plan end-of-year assets rose from $22M in the plan year 2022 filing to $25M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 952540449 · Institute for the Future PY 2023 · Other

Institute for the Future DC Plan · $25M · 51 · 77th

  • BOOK $25M
  • BOOK 51
  • BOOK 77th
  • BOOK Other
  • BOOK near Lutheran Social Services Tax Deferred Annuity Plan
  • BOOK ind #15613

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 California →

Institute for the Future DC Plan in the asset neighbourhood

Pueblo Community Health Center, Inc. Employer Contribution PlanPueblo Community Health Cent…$25MGoodwill of Central and Southern Indiana Inc. Employee Retirement Savings PlanGoodwill of Central and Sout…$25MInstitute for the Future DC PlanInstitute for the Future DC …$25MLutheran Social Services Tax Deferred Annuity PlanLutheran Social Services Tax…$25MCorus International Inc. 403b PlanCorus International Inc. 403…$25M
End-of-year total assets ($M) among Institute for the Future DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$25M
Net Income$3M
Employer EIN952540449
Plan Effective Date1968-12-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Institute for the Future)

Sponsor-wide plan assets over time

All Institute for the Future plans reported in each filing year

Latest sponsor-wide plan assets
$28M 25.50828387459446% vs 2022
2024 filing year
$20M$22M$24M$26M$28M$30M 202220232024 $22.2M $27.8M ▲ +25.5%
Year Plans Participants Total Assets
2022 1 44 $22M
2023 1 51 $25M
2024 1 40 $28M

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

Institute for the Future DC Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Institute for the Future DC Plan, Total assets ($B): 0.025116667 · Participants: 51Institute for the Future DC PlanStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
Institute for the Future DC Plan vs. nearby Other plans in California, assets vs. participants
Compare Institute for the Future DC Plan side-by-side with 3 peers →

Institute for the Future DC Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Lutheran Social Services Tax Deferred Annuity Plan in WI ($25M); by covered participants it is Expanded Schools Retirement Plan in NY (51 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (51 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.

Frequently Asked Questions

How did Institute for the Future DC Plan assets move in 2023? ▼
Institute for the Future DC Plan grew at a solid clip - up 13.3% during 2023, from $22M to $25M. Reported net income was $3M.
How have Institute for the Future plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Institute for the Future's sponsor-wide assets grew 25.5%, from $22M to $28M.
Where does Institute for the Future DC Plan rank by assets among Form 5500 filers? ▼
Institute for the Future DC Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Institute for the Future DC Plan? ▼
Among Other plans in other states, the closest by assets is Lutheran Social Services Tax Deferred Annuity Plan in WI ($25M, 767 participants).
Which Other plans cover a similar participant headcount to Institute for the Future DC Plan? ▼
Among Other plans in other states, the closest by covered participants is Expanded Schools Retirement Plan in NY (51 participants, $6M in assets).

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 952540449.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.