Other · DOL Form 5500 · 2023
Counterpart International Inc. Retirement Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 155
- Participants Small participant base
- 70th
- Percentile by assets National rank
- $112,859
- Avg per participant Below avg balance/head
Official DOL plan name: Counterpart International Inc. Tax-Deferred Annuity 403(b) Plan · Sponsored by Counterpart International Inc. · District of Columbia · Other Services
$17M in assets, 155 participants
Counterpart International Inc.'s Counterpart International Inc. Tax-Deferred Annuity 403(b) Plan reported $17M in total assets and 155 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.
- #6,570 in Other Services (7,857 peers)
Coverage in District of Columbia
Counterpart International Inc. Tax-Deferred Annuity 403(b) Plan covers 155 participants in District of Columbia, about 11% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $17M.
- #6,570
- in Other Services (7,857 peers)
- +19.8%
- assets growth YoY
Counterpart International Inc. Tax-Deferred Annuity 403(b) Plan's outsized position by total assets
Counterpart International Inc. Tax-Deferred Annuity 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$17,493,077 Top 30% higher than 70% 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
Counterpart International Inc. Tax-Deferred Annuity 403(b) 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. Counterpart International Inc. Tax-Deferred Annuity 403(b) Plan sits mid-pack in the medium band (155 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Counterpart International Inc. Tax-Deferred Annuity 403(b) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Counterpart International Inc. Tax-Deferred Annuity 403(b) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- Counterpart International Inc. Tax-Deferred Annuity 403(b) Plan reported participants rose from 143 in the plan year 2022 filing to 155 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 136183605 · Counterpart International Inc. PY 2023 · Other
Counterpart International Inc. Tax-Deferred Annuity 403(b) Plan · $17M · 155 · 70th
- EBSA $17M
- PART 155
- TYPE 70th
- NET Other
- BOOK near United Hospital District 403(b) Plan
- VS-ST ind #6570
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 →
Counterpart International Inc. Tax-Deferred Annuity 403(b) Plan in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $3M |
| Employer EIN | 136183605 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Counterpart International Inc.)
Sponsor-wide plan assets over time
All Counterpart International Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 38.843069797107994% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 143 | $15M |
| 2023 | 1 | 155 | $17M |
| 2024 | 1 | 140 | $20M |
Nearby Other Plans in District of Columbia
Peer Other plans, same state, same plan type, ranked by total assets.
- Int'l Brotherhood of Electrical Workers' Pension Benefit Fund $2.6B · 431,907
- Georgetown University Defined Contribution Retirement Plan $2.2B · 4,981
- American University Defined Contribution Retirement Plan $1.3B · 2,668
- Howard University Savings Plan $1.1B · 6,611
- Georgetown University Voluntary Contribution Retirement Plan $865M · 15,030
Counterpart International Inc. Tax-Deferred Annuity 403(b) Plan's out-of-state Other peers by assets and headcount
Outside District of Columbia, the nearest Other by assets is United Hospital District 403(b) Plan in MN ($17M); by covered participants it is Entekra LLC Retirement Savings Plan in TN (155 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (155 participants); asset peers above are excluded.
- Entekra LLC Retirement Savings Plan (TN) 155 · 0 off
- Wilson College Defined Contribution Retirement Plan (PA) 155 · 0 off
- William Penn University 403(b) DC Plan (IA) 155 · 0 off
- United Ability, Inc. 403(b) Retirement Plan (AL) 155 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.