Other · DOL Form 5500 · 2023
Ecri Institute Retirement Plan
Data updated 2026-08-25
- $78M
- Total assets Below avg plan size
- 500
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $156,076
- Avg per participant Above avg balance/head
Official DOL plan name: Ecri Institute Defined Contribution Retirement Plan · Sponsored by Ecri Institute · Pennsylvania · Professional & Technical Services
$78M in assets, 500 participants
Ecri Institute's Ecri Institute Defined Contribution Retirement Plan reported $78M in total assets and 500 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.
- #18,443 in Professional & Technical Services (20,321 peers)
Where Ecri Institute Defined Contribution Retirement Plan sits by assets
Ecri Institute Defined Contribution Retirement Plan sits in the top quartile of all filed plans by assets, $78M for 500 participants (~$156,076/participant), up 15.0% in 2023.
- #18,443
- in Professional & Technical Services (20,321 peers)
- +15.0%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Ecri Institute Defined Contribution Retirement Plan's outsized position by total assets
Ecri Institute Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$78,037,924 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
Ecri Institute 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. Ecri Institute Defined Contribution Retirement Plan sits mid-pack in the medium band (500 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ecri Institute Defined Contribution Retirement Plan reported net income rose from -$11M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Ecri Institute Defined Contribution Retirement Plan end-of-year assets rose from $68M in the plan year 2022 filing to $78M in the plan year 2023 filing.
- Ecri Institute Defined Contribution Retirement Plan reported participants rose from 451 in the plan year 2022 filing to 500 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 231662091 · Ecri Institute PY 2023 · Other
Ecri Institute Defined Contribution Retirement Plan · $78M · 500 · 89th
- EOY $78M
- 5500 500
- ASSETS 89th
- PCT Other
- EIN near IBEW Local 596 Pension Fund
- RANK ind #18443
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 Pennsylvania →
Ecri Institute Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $68M |
|---|---|
| Net Assets (End of Year) | $78M |
| Net Income | $10M |
| Employer EIN | 231662091 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ecri Institute)
Sponsor-wide plan assets over time
All Ecri Institute plans reported in each filing year
- Latest sponsor-wide plan assets
- $78M 15.14043153829385% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 451 | $68M |
| 2023 | 1 | 500 | $78M |
| 2024 | 1 | 496 | $78M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $6.3B · 20,979
- Upmc 403(b) Retirement Savings Plan $4.2B · 78,261
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.1B · 41,942
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.5B · 6,370
- Jefferson Defined Contribution Retirement Plan $2.5B · 15,783
Ecri Institute Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is IBEW Local 596 Pension Fund in WV ($78M); by covered participants it is New England Life Care, Inc. 403(b) Retirement Plan in ME (500 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($78M here).
- IBEW Local 596 Pension Fund (WV) $78M · 506
- Baxter Regional Medical Center 403(b) Pension Plan (AR) $78M · 1,633
- Drake University Voluntary Tax-Deferred Annuity Retirement Plan (IA) $78M · 551
- Holzer Health System 403b Plan (OH) $78M · 2,514
Similar participant headcount
Nearest other-state filings by covered participants (500 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.