Other · DOL Form 5500 · 2023
The Henry L. Stimson Center Retirement Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 42
- Participants Small participant base
- 63rd
- Percentile by assets National rank
- $298,532
- Avg per participant High balance/head
Official DOL plan name: The Henry L. Stimson Center 403(b) DC Plan · Sponsored by The Henry L. Stimson Center · District of Columbia · Other Services
$13M in assets, 42 participants
The Henry L. Stimson Center's The Henry L. Stimson Center 403(b) DC Plan reported $13M in total assets and 42 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.
- #6,251 in Other Services (7,857 peers)
The Henry L. Stimson Center multi-year trail
The Henry L. Stimson Center's plans moved +41.2% in assets from 2022 to 2024; this filing shows The Henry L. Stimson Center 403(b) DC Plan at $13M / 42 participants.
- #6,251
- in Other Services (7,857 peers)
- +21.2%
- assets growth YoY
The Henry L. Stimson Center 403(b) DC Plan's mid-pack asset rank among Other Services and all filers
The Henry L. Stimson Center 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$12,538,334 Top 37% higher than 63% 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
The Henry L. Stimson Center 403(b) DC Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Henry L. Stimson Center 403(b) DC Plan is a small filing (42 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Henry L. Stimson Center 403(b) DC Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- The Henry L. Stimson Center 403(b) DC Plan reported participants fell from 63 in the plan year 2022 filing to 42 in the plan year 2023 filing.
- The Henry L. Stimson Center 403(b) DC Plan end-of-year assets rose from $10M in the plan year 2022 filing to $13M in the plan year 2023 filing.
DOL schedule card
Filing strip 521640938 · The Henry L. Stimson Center PY 2023 · Other
The Henry L. Stimson Center 403(b) DC Plan · $13M · 42 · 63rd
- PHOTO $13M
- IND 42
- EOY 63rd
- 5500 Other
- ASSETS near The Boston Architectural College 403(b) Retirement Plan
- PCT ind #6251
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 →
The Henry L. Stimson Center 403(b) DC Plan in the asset neighbourhood
The Henry L. Stimson Center multi-year asset trail
Sponsor-wide plan assets over time
All The Henry L. Stimson Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 41.2349034980676% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 63 | $10M |
| 2023 | 1 | 42 | $13M |
| 2024 | 1 | 73 | $15M |
The Henry L. Stimson Center filing trail (2023)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $2M |
| Employer EIN | 521640938 |
| Plan Effective Date | 1991-04-01 |
| Filing Status | FILING RECEIVED |
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
The Henry L. Stimson Center 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside District of Columbia, the nearest Other by assets is The Boston Architectural College 403(b) Retirement Plan in MA ($13M); by covered participants it is Women's Prison Association and Home, Inc. Tax Sheltered Annuity Plan in NY (42 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (42 participants); asset peers above are excluded.
- Women's Prison Association and Home, Inc. Tax Sheltered Annuity Plan (NY) 42 · 0 off
- Institute for Operations Research and the Management Sciences(Informs) 403(b) Plan (MD) 42 · 0 off
- New Haven Legal Assistance Tax Sheltered Annuity Plan (CT) 42 · 0 off
- Kipp Administrative Services Corporation 403(b) Plan (PA) 42 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.