Other · DOL Form 5500 · 2023

Counterpart International Inc. Retirement Plan

Data updated 2026-08-11

$17M
Total assets
155
Participants
70th
Percentile by assets
$112,859
Avg per participant
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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.

  • 70th percentile by assets (of 127,072 plans)
  • #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.

$17M
total plan assets (2023 EOY)
155
covered participants
70th
percentile by assets (of 127,072 plans)
$112,859
avg assets per participant

Where Counterpart International Inc. Tax-Deferred Annuity 403(b) Plan sits 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

This plan $0 $2,010,000,000 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

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.

See the national 2022→2023 release diff →

State
District of Columbia
Industry
Other Services

Participants vs District of Columbia filers

In District of Columbia, the average filing covers about 1,456 participants across 881 plans. Counterpart International Inc. Tax-Deferred Annuity 403(b) Plan reports 155 participants - about 11% of that state average ($17M EOY assets).

District of Columbia filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN136183605
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Counterpart International Inc.)

$14M$16M$18M$20M$22M 202220232024 $14.6M $20.3M ▲ +38.8%
Total plan assets by year, all Counterpart International Inc. plans on file
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.

Counterpart International Inc. Tax-Deferred Annuity 403(b) Plan vs. nearby Other plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -10123 Total assets ($B) Participants Counterpart Internat…, Total assets ($B): 0.017493077 · Participants: 155Counterpart Internat…Int'l Brotherhood of…, Total assets ($B): 2.573431912 · Participants: 431907Int'l Brotherhood of…Georgetown Universit…, Total assets ($B): 2.233326595 · Participants: 4981Georgetown Universit…American University …, Total assets ($B): 1.269733433 · Participants: 2668American University …Howard University Sa…, Total assets ($B): 1.110483572 · Participants: 6611Howard University Sa…Georgetown Universit…, Total assets ($B): 0.864736688 · Participants: 15030Georgetown Universit…
Counterpart International Inc. Tax-Deferred Annuity 403(b) Plan vs. nearby Other plans in District of Columbia, assets vs. participants
Compare Counterpart International Inc. Tax-Defer… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Counterpart International Inc. Tax-Deferred Annuity 403(b) Plan by total assets, not by location.

Frequently Asked Questions

How did Counterpart International Inc. Tax-Deferred Annuity 403(b) Plan assets move in 2023? ▼
Counterpart International Inc. Tax-Deferred Annuity 403(b) Plan grew sharply - up 19.8% during 2023, from $15M to $17M. Reported net income was $3M.
How have Counterpart International Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Counterpart International Inc.'s sponsor-wide assets grew 38.8%, from $15M to $20M.
Which Other plans are similar in size to Counterpart International Inc. Tax-Deferred Annuity 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is United Hospital District 403(b) Plan in MN ($17M, 249 participants).

Next read for Counterpart International Inc. Tax-Defer…

Filing takeaways

Ways to act on Counterpart International Inc. Tax-Deferred Annuity 403(b) Plan's numbers.

  • By total assets, Counterpart International Inc. Tax-Deferred Annuity 403(b) Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in District of Columbia. Compare plans
  • Counterpart International Inc.'s sponsor-wide assets have grown 38.8% since 2022 across 3 plan years on file. More Other Services plans

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 136183605.

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.