Other · DOL Form 5500 · 2023

The Clifton Institute, Inc. Retirement Plan

Data updated 2026-08-25

$539K
Total assets Small plan by assets
7
Participants Small participant base
19th
Percentile by assets National rank
$77,035
Avg per participant Below avg balance/head
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Official DOL plan name: The Clifton Institute, Inc 403(b) DC Plan · Sponsored by The Clifton Institute, Inc. · Virginia · Professional & Technical Services

$539K in assets, 7 participants

The Clifton Institute, Inc.'s The Clifton Institute, Inc 403(b) DC Plan reported $539K in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 19th 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.

  • #2,828 in Professional & Technical Services (20,321 peers)

The Clifton Institute, Inc. multi-year trail

The Clifton Institute, Inc.'s plans moved +38.1% in assets from 2022 to 2024; this filing shows The Clifton Institute, Inc 403(b) DC Plan at $539K / 7 participants.

#2,828
in Professional & Technical Services (20,321 peers)
+18.6%
assets growth YoY

The Clifton Institute, Inc 403(b) DC Plan among the smaller filed plans by assets

The Clifton Institute, Inc 403(b) DC Plan vs every filed plan by assets

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

$539,248 19th percentile higher than 19% 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

The Clifton Institute, Inc 403(b) DC Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Clifton Institute, Inc 403(b) DC Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Clifton Institute, Inc 403(b) DC Plan reported net income rose from -$53K in the plan year 2022 filing to $84K in the plan year 2023 filing.
  • The Clifton Institute, Inc 403(b) DC Plan reported participants rose from 5 in the plan year 2022 filing to 7 in the plan year 2023 filing.
  • The Clifton Institute, Inc 403(b) DC Plan end-of-year assets rose from $455K in the plan year 2022 filing to $539K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 521413042 · The Clifton Institute, Inc. PY 2023 · Other

The Clifton Institute, Inc 403(b) DC Plan · $539K · 7 · 19th

  • PHOTO $539K
  • IND 7
  • EOY 19th
  • 5500 Other
  • ASSETS near Ralph Lauren Puerto Rico, Inc. Retirement Savings Plan
  • PCT ind #2828

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 Virginia →

The Clifton Institute, Inc 403(b) DC Plan in the asset neighbourhood

The Clifton Institute, Inc 403(b) DC PlanThe Clifton Institute, Inc 4…$539KRalph Lauren Puerto Rico, Inc. Retirement Savings PlanRalph Lauren Puerto Rico, In…$539KCypress Creek Medical Center, Inc.Cypress Creek Medical Center…$536KFidelity Group Tax-Sheltered Custodial AccountFidelity Group Tax-Sheltered…$534KCimco Enterprises, Inc. Pension Plan and TrustCimco Enterprises, Inc. Pens…$532K
End-of-year total assets ($M) among The Clifton Institute, Inc 403(b) DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

The Clifton Institute, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Clifton Institute, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$628K 38.062280694040155% vs 2022
2024 filing year
$0.4M$0.5M$0.6M$0.7M 202220232024 $0.45M $0.63M ▲ +40.0%
Year Plans Participants Total Assets
2022 1 5 $455K
2023 1 7 $539K
2024 1 6 $628K

The Clifton Institute, Inc. filing trail (2023)

Total Assets (Beginning of Year)$455K
Net Assets (End of Year)$539K
Net Income$84K
Employer EIN521413042
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Virginia

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

The Clifton Institute, Inc 403(b) DC Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants The Clifton Institute, Inc 403(b) DC Plan, Total assets ($B): 0.000539248 · Participants: 7The Clifton Institute, Inc 403(b) DC PlanSentara 403(b) Savings Plan, Total assets ($B): 3.287712192 · Participants: 25806Sentara 403(b) Savings PlanThe George Washington University Supplemental Retirement Plan, Total assets ($B): 1.530650403 · Participants: 8047The George Washington University Supplemental Retirement PlanInstitute for Defense Analyses Tax Deferred Annuity Plan, Total assets ($B): 0.801043955 · Participants: 1453Institute for Defense Analyses Tax Deferred Annuity PlanCarilion Clinic 403(b) Retirement Savings Plan, Total assets ($B): 0.722085709 · Participants: 12978Carilion Clinic 403(b) Retirement Savings PlanCentra Health Matching Tax Deferred Savings Plan, Total assets ($B): 0.669994115 · Participants: 7141Centra Health Matching Tax Deferred Savings Plan
The Clifton Institute, Inc 403(b) DC Plan vs. nearby Other plans in Virginia, assets vs. participants
Compare The Clifton Institute, Inc 403(b) DC Plan side-by-side with 3 peers →

The Clifton Institute, Inc 403(b) DC Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is Ralph Lauren Puerto Rico, Inc. Retirement Savings Plan in NJ ($539K); by covered participants it is Centro Cristiano Renacer Inc 403(b) in NY (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 The Clifton Institute, Inc 403(b) DC Plan assets move in 2023? ▼
The Clifton Institute, Inc 403(b) DC Plan grew sharply - up 18.6% during 2023, from $455K to $539K. Reported net income was $84K.
How have The Clifton Institute, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Clifton Institute, Inc.'s sponsor-wide assets grew 38.1%, from $455K to $628K.
Where does The Clifton Institute, Inc 403(b) DC Plan rank by assets among Form 5500 filers? ▼
The Clifton Institute, Inc 403(b) DC Plan ranks in the 19th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Other plans are similar in size to The Clifton Institute, Inc 403(b) DC Plan? ▼
Among Other plans in other states, the closest by assets is Ralph Lauren Puerto Rico, Inc. Retirement Savings Plan in NJ ($539K, 79 participants).
Which Other plans cover a similar participant headcount to The Clifton Institute, Inc 403(b) DC Plan? ▼
Among Other plans in other states, the closest by covered participants is Centro Cristiano Renacer Inc 403(b) in NY (7 participants, $2M 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 521413042.

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.