Other · DOL Form 5500 · 2023
Purdue Research Foundation Retirement Plan
Data updated 2026-08-25
- $77M
- Total assets Below avg plan size
- 413
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $187,055
- Avg per participant Above avg balance/head
Official DOL plan name: Purdue Research Foundation Defined Contribution Retirement Plan · Sponsored by Purdue Research Foundation · Indiana · Educational Services
$77M in assets, 413 participants
Purdue Research Foundation's Purdue Research Foundation Defined Contribution Retirement Plan reported $77M in total assets and 413 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- #3,028 in Educational Services (3,735 peers)
Where Purdue Research Foundation Defined Contribution Retirement Plan sits by assets
Purdue Research Foundation Defined Contribution Retirement Plan sits in the top quartile of all filed plans by assets, $77M for 413 participants (~$187,055/participant), up 13.6% in 2023.
- #3,028
- in Educational Services (3,735 peers)
- +13.6%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Purdue Research Foundation Defined Contribution Retirement Plan's outsized position by total assets
Purdue Research Foundation Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$77,253,769 Top 11% higher than 89% 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
Purdue Research Foundation Defined Contribution Retirement Plan 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. Purdue Research Foundation Defined Contribution Retirement Plan sits mid-pack in the medium band (413 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Purdue Research Foundation Defined Contribution Retirement Plan reported net income rose from -$9M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Purdue Research Foundation Defined Contribution Retirement Plan end-of-year assets rose from $68M in the plan year 2022 filing to $77M in the plan year 2023 filing.
- Purdue Research Foundation Defined Contribution Retirement Plan reported participants rose from 387 in the plan year 2022 filing to 413 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 351052049 · Purdue Research Foundation PY 2023 · Other
Purdue Research Foundation Defined Contribution Retirement Plan · $77M · 413 · 89th
- PHOTO $77M
- PHOTO 413
- PHOTO 89th
- PHOTO Other
- PHOTO near Sidwell Friends School Defined Contribution Retirement Plan
- PHOTO ind #3028
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 Indiana →
Purdue Research Foundation Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $68M |
|---|---|
| Net Assets (End of Year) | $77M |
| Net Income | $9M |
| Employer EIN | 351052049 |
| Plan Effective Date | 1937-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Purdue Research Foundation)
Sponsor-wide plan assets over time
All Purdue Research Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $87M 27.696916618807983% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 387 | $68M |
| 2023 | 1 | 413 | $77M |
| 2024 | 1 | 471 | $87M |
Nearby Other Plans in Indiana
Peer Other plans, same state, same plan type, ranked by total assets.
- Parkview Health System, Inc. 403(b) Plan $787M · 16,096
- Beacon Retirement Savings 403(b) Plan $603M · 7,172
- Ici Multiple Employer Plan $449M · 2,656
- Community Foundation of Northwest Indiana 403(b) Retirement Plan $391M · 7,567
- Butler University Retirement Plan $343M · 3,137
Purdue Research Foundation Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Indiana, the nearest Other by assets is Sidwell Friends School Defined Contribution Retirement Plan in DC ($77M); by covered participants it is Robert F. Kennedy Community Alliance 403(b) Plan in MA (413 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($77M here).
Similar participant headcount
Nearest other-state filings by covered participants (413 participants); asset peers above are excluded.
- Robert F. Kennedy Community Alliance 403(b) Plan (MA) 413 · 0 off
- Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan (NC) 413 · 0 off
- Robert Morris University Defined Contribution Retirement Plan (PA) 413 · 0 off
- Nazareth University Defined Contribution Retirement Plan (NY) 413 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.