Other · DOL Form 5500 · 2023

The Brookings Institution Retirement Plan

Data updated 2026-08-25

$237M
Total assets Near avg plan size
479
Participants Below avg headcount
95th
Percentile by assets National rank
$495,740
Avg per participant High balance/head
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Official DOL plan name: Brookings Savings and Retirement Plan · Sponsored by The Brookings Institution · District of Columbia · Professional & Technical Services

$237M in assets, 479 participants

The Brookings Institution's Brookings Savings and Retirement Plan reported $237M in total assets and 479 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #19,613 in Professional & Technical Services (20,321 peers)

Coverage in District of Columbia

Brookings Savings and Retirement Plan covers 479 participants in District of Columbia, about 33% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $237M.

#19,613
in Professional & Technical Services (20,321 peers)
+16.8%
assets growth YoY
2.4×
vs typical plan assets (national mean)

Brookings Savings and Retirement Plan's outsized position by total assets

Brookings Savings and Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$237,459,643 Top 5% higher than 95% of 127,068 filed plans

This plan $0 $2,050,000,000 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

Brookings Savings and 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. Brookings Savings and Retirement Plan sits mid-pack in the medium band (479 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brookings Savings and Retirement Plan reported net income rose from -$32M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • Brookings Savings and Retirement Plan reported participants rose from 381 in the plan year 2022 filing to 479 in the plan year 2023 filing.
  • Brookings Savings and Retirement Plan end-of-year assets rose from $203M in the plan year 2022 filing to $237M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 530196577 · The Brookings Institution PY 2023 · Other

Brookings Savings and Retirement Plan · $237M · 479 · 95th

  • 5500 $237M
  • 5500 479
  • 5500 95th
  • 5500 Other
  • 5500 near IBEW Local No. 86 Annuity Fund
  • 5500 ind #19613

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 District of Columbia →

Brookings Savings and Retirement Plan in the asset neighbourhood

Public Broadcasting Service Defined Contribution Retirement PlanPublic Broadcasting Service …$238MOperating Engineers Local 520 Annuity PlanOperating Engineers Local 52…$238MIBEW Local No. 86 Annuity FundIBEW Local No. 86 Annuity Fu…$238MBrookings Savings and Retirement PlanBrookings Savings and Retire…$237MErlanger Health 403(b) Retirement Savings PlanErlanger Health 403(b) Retir…$237M
End-of-year total assets ($M) among Brookings Savings and Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

District of Columbia filing particulars

Total Assets (Beginning of Year)$203M
Net Assets (End of Year)$237M
Net Income$34M
Employer EIN530196577
Plan Effective Date1943-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Brookings Institution)

Sponsor-wide plan assets over time

All The Brookings Institution plans reported in each filing year

Latest sponsor-wide plan assets
$260M 27.9213029663717% vs 2022
2024 filing year
$180M$200M$220M$240M$260M$280M 202220232024 $203M $260M ▲ +27.9%
Year Plans Participants Total Assets
2022 1 381 $203M
2023 1 479 $237M
2024 1 512 $260M

Nearby Other Plans in District of Columbia

Peer Other plans, same state, same plan type, ranked by total assets.

Brookings Savings and Retirement Plan vs. nearby Other plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 0123 Total assets ($B) Participants Brookings Savings and Retirement Plan, Total assets ($B): 0.237459643 · Participants: 479Brookings Savings and Retirement PlanInt'l Brotherhood of Electrical Workers' Pension Benefit Fund, Total assets ($B): 2.573431912 · Participants: 431907Int'l Brotherhood of Electrical Workers' Pension Benefit FundGeorgetown University Defined Contribution Retirement Plan, Total assets ($B): 2.233326595 · Participants: 4981Georgetown University Defined Contribution Retirement PlanAmerican University Defined Contribution Retirement Plan, Total assets ($B): 1.269733433 · Participants: 2668American University Defined Contribution Retirement PlanHoward University Savings Plan, Total assets ($B): 1.110483572 · Participants: 6611Howard University Savings PlanGeorgetown University Voluntary Contribution Retirement Plan, Total assets ($B): 0.864736688 · Participants: 15030Georgetown University Voluntary Contribution Retirement Plan
Brookings Savings and Retirement Plan vs. nearby Other plans in District of Columbia, assets vs. participants
Compare Brookings Savings and Retirement Plan side-by-side with 3 peers →

Brookings Savings and Retirement Plan's out-of-state Other peers by assets and headcount

Outside District of Columbia, the nearest Other by assets is IBEW Local No. 86 Annuity Fund in NY ($238M); by covered participants it is Desales University Retirement Plan in PA (479 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (479 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.

Frequently Asked Questions

How did Brookings Savings and Retirement Plan assets move in 2023? ▼
Brookings Savings and Retirement Plan grew sharply - up 16.8% during 2023, from $203M to $237M. Reported net income was $34M.
How have The Brookings Institution plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Brookings Institution's sponsor-wide assets grew 27.9%, from $203M to $260M.
Where does Brookings Savings and Retirement Plan rank by assets among Form 5500 filers? ▼
Brookings Savings and Retirement Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Brookings Savings and Retirement Plan? ▼
Among Other plans in other states, the closest by assets is IBEW Local No. 86 Annuity Fund in NY ($238M, 1,039 participants).
Which Other plans cover a similar participant headcount to Brookings Savings and Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Desales University Retirement Plan in PA (479 participants, N/A in assets).

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 530196577.

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.