Other · DOL Form 5500 · 2023

Urban Land Institute Retirement Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
231
Participants Below avg headcount
79th
Percentile by assets National rank
$126,692
Avg per participant Near avg balance/head
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Official DOL plan name: Urban Land Institute 403(b) Plan · Sponsored by Urban Land Institute · District of Columbia · Real Estate

$29M in assets, 231 participants

Urban Land Institute's Urban Land Institute 403(b) Plan reported $29M in total assets and 231 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #4,288 in Real Estate (4,727 peers)

Coverage in District of Columbia

Urban Land Institute 403(b) Plan covers 231 participants in District of Columbia, about 16% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $29M.

#4,288
in Real Estate (4,727 peers)
+8.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Urban Land Institute 403(b) Plan's outsized position by total assets

Urban Land Institute 403(b) Plan vs every filed plan by assets

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

$29,265,838 Top 21% higher than 79% 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

Urban Land Institute 403(b) 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. Urban Land Institute 403(b) Plan sits mid-pack in the medium band (231 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Urban Land Institute 403(b) Plan reported net income fell from $4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Urban Land Institute 403(b) Plan end-of-year assets rose from $27M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Urban Land Institute 403(b) Plan reported participants rose from 213 in the plan year 2022 filing to 231 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 530159845 · Urban Land Institute PY 2023 · Other

Urban Land Institute 403(b) Plan · $29M · 231 · 79th

  • SCH $29M
  • SCH 231
  • SCH 79th
  • SCH Other
  • SCH near Cement Masons Annuity Trust Fund for Northern Nevada
  • SCH ind #4288

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 Real Estate retirement plans → · Plans in District of Columbia →

Urban Land Institute 403(b) Plan in the asset neighbourhood

Visting Nurse Service and Hospice of Suffolk, Inc.Visting Nurse Service and Ho…$29MFisher College 403(b) DC Plan$29MUrban Land Institute 403(b) PlanUrban Land Institute 403(b) …$29MCement Masons Annuity Trust Fund for Northern NevadaCement Masons Annuity Trust …$29MPrairie School Defined Contribution Retirement PlanPrairie School Defined Contr…$29M
End-of-year total assets ($M) among Urban Land Institute 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

District of Columbia filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$29M
Net Income$2M
Employer EIN530159845
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Urban Land Institute)

Sponsor-wide plan assets over time

All Urban Land Institute plans reported in each filing year

Latest sponsor-wide plan assets
$37M 35.39056368758107% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27M $36.5M ▲ +35.4%
Year Plans Participants Total Assets
2022 2 426 $27M
2023 1 231 $29M
2024 1 256 $37M

Nearby Other Plans in District of Columbia

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

Urban Land Institute 403(b) Plan vs. nearby Other plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -10123 Total assets ($B) Participants Urban Land Institute 403(b) Plan, Total assets ($B): 0.029265838 · Participants: 231Urban Land Institute 403(b) 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
Urban Land Institute 403(b) Plan vs. nearby Other plans in District of Columbia, assets vs. participants
Compare Urban Land Institute 403(b) Plan side-by-side with 3 peers →

Urban Land Institute 403(b) Plan's out-of-state Other peers by assets and headcount

Outside District of Columbia, the nearest Other by assets is Cement Masons Annuity Trust Fund for Northern Nevada in NV ($29M); by covered participants it is University of Nebraska Foundation Defined Contribution Retirement Plan in NE (231 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (231 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 Urban Land Institute 403(b) Plan assets move in 2023? ▼
Urban Land Institute 403(b) Plan grew at a solid clip - up 8.5% during 2023, from $27M to $29M. Reported net income was $2M.
How have Urban Land Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Urban Land Institute's sponsor-wide assets grew 35.4%, from $27M to $37M.
Where does Urban Land Institute 403(b) Plan rank by assets among Form 5500 filers? ▼
Urban Land Institute 403(b) Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Urban Land Institute 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Cement Masons Annuity Trust Fund for Northern Nevada in NV ($29M, 194 participants).
Which Other plans cover a similar participant headcount to Urban Land Institute 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is University of Nebraska Foundation Defined Contribution Retirement Plan in NE (231 participants, $57M 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 530159845.

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.