Other · DOL Form 5500 · 2023
Institute for Public Health Innovation Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 115
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $43,274
- Avg per participant Low balance/head
Official DOL plan name: Institute for Public Health Innovation 403(b) Retirement Plan · Sponsored by Institute for Public Health Innovation · District of Columbia · Healthcare & Social Assistance
$5M in assets, 115 participants
Institute for Public Health Innovation's Institute for Public Health Innovation 403(b) Retirement Plan reported $5M in total assets and 115 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.
- #8,525 in Healthcare & Social Assistance (17,684 peers)
Coverage in District of Columbia
Institute for Public Health Innovation 403(b) Retirement Plan covers 115 participants in District of Columbia, about 8% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $5M.
- #8,525
- in Healthcare & Social Assistance (17,684 peers)
- -4.0%
- assets change YoY
The plan reported a net loss of $209K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Institute for Public Health Innovation 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Institute for Public Health Innovation 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,976,527 44th percentile higher than 44% 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
Institute for Public Health Innovation 403(b) 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. Institute for Public Health Innovation 403(b) Retirement Plan sits mid-pack in the medium band (115 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Institute for Public Health Innovation 403(b) Retirement Plan reported participants fell from 435 in the plan year 2022 filing to 115 in the plan year 2023 filing.
- Institute for Public Health Innovation 403(b) Retirement Plan reported net income fell from -$158K in the plan year 2022 filing to -$209K in the plan year 2023 filing.
- Institute for Public Health Innovation 403(b) Retirement Plan end-of-year assets fell from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 463039129 · Institute for Public Health Innovation PY 2023 · Other
Institute for Public Health Innovation 403(b) Retirement Plan · $5M · 115 · 44th
- BOY $5M
- SCH 115
- EBSA 44th
- PART Other
- TYPE near Neighborhood Service Organization 403(b) Retirement Plan
- NET ind #8525
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 Healthcare & Social Assistance retirement plans → · Plans in District of Columbia →
Institute for Public Health Innovation 403(b) Retirement Plan in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$209K |
| Employer EIN | 463039129 |
| Plan Effective Date | 2016-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Institute for Public Health Innovation)
Sponsor-wide plan assets over time
All Institute for Public Health Innovation plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 0.4466120254723125% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 435 | $5M |
| 2023 | 1 | 115 | $5M |
| 2024 | 1 | 69 | $5M |
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
Institute for Public Health Innovation 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside District of Columbia, the nearest Other by assets is Neighborhood Service Organization 403(b) Retirement Plan in MI ($5M); by covered participants it is Nurtury, Inc. 403(b) Plan in MA (115 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (115 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.