Other · DOL Form 5500 · 2023
American Enterprise Institute Retirement Plan
Data updated 2026-08-25
- $92M
- Total assets Below avg plan size
- 351
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $261,752
- Avg per participant Above avg balance/head
Official DOL plan name: Retirement Plan for American Enterprise Institute for Public Policy Research · Sponsored by American Enterprise Institute · District of Columbia · Educational Services
$92M in assets, 351 participants
American Enterprise Institute's Retirement Plan for American Enterprise Institute for Public Policy Research reported $92M in total assets and 351 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.
- #3,128 in Educational Services (3,735 peers)
Coverage in District of Columbia
Retirement Plan for American Enterprise Institute for Public Policy Research covers 351 participants in District of Columbia, about 24% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $92M.
- #3,128
- in Educational Services (3,735 peers)
- +11.5%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Retirement Plan for American Enterprise Institute for Public Policy Research's outsized position by total assets
Retirement Plan for American Enterprise Institute for Public Policy Research vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$91,874,922 Top 9% higher than 91% 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
Retirement Plan for American Enterprise Institute for Public Policy Research 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. Retirement Plan for American Enterprise Institute for Public Policy Research sits mid-pack in the medium band (351 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Retirement Plan for American Enterprise Institute for Public Policy Research reported net income rose from -$13M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Retirement Plan for American Enterprise Institute for Public Policy Research end-of-year assets rose from $82M in the plan year 2022 filing to $92M in the plan year 2023 filing.
- Retirement Plan for American Enterprise Institute for Public Policy Research reported participants rose from 331 in the plan year 2022 filing to 351 in the plan year 2023 filing.
DOL schedule card
Filing strip 530218495 · American Enterprise Institute PY 2023 · Other
Retirement Plan for American Enterprise Institute for Public Policy Research · $92M · 351 · 91st
- VS-ST $92M
- BOY 351
- SCH 91st
- EBSA Other
- PART near Glass Gardens Inc Profit Sharing Plan
- TYPE ind #3128
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 Educational Services retirement plans → · Plans in District of Columbia →
Retirement Plan for American Enterprise Institute for Public Policy Research in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $82M |
|---|---|
| Net Assets (End of Year) | $92M |
| Net Income | $10M |
| Employer EIN | 530218495 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (American Enterprise Institute)
Sponsor-wide plan assets over time
All American Enterprise Institute plans reported in each filing year
- Latest sponsor-wide plan assets
- $100M 21.717369453741135% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 331 | $82M |
| 2023 | 1 | 351 | $92M |
| 2024 | 1 | 360 | $100M |
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
Retirement Plan for American Enterprise Institute for Public Policy Research's out-of-state Other peers by assets and headcount
Outside District of Columbia, the nearest Other by assets is Glass Gardens Inc Profit Sharing Plan in NJ ($92M); by covered participants it is Town and Country Retirement Plan in CA (351 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($92M here).
- Glass Gardens Inc Profit Sharing Plan (NJ) $92M · 321
- Mercy University Tax Deferred Annuity Plan (NY) $92M · 1,973
- Commonwealth Health Corporation 403(b) Plan (KY) $92M · 3,789
- Germantown Academy Defined Contribution Plan (PA) $92M · 297
Similar participant headcount
Nearest other-state filings by covered participants (351 participants); asset peers above are excluded.
- Town and Country Retirement Plan (CA) 351 · 0 off
- United Medical Center 403(b) Plan (TX) 351 · 0 off
- Rural Health Group, Inc. Tax Deferred Annuity Plan (NC) 351 · 0 off
- Penn Highlands Huntingdon 403(b) Retirement Plan (PA) 351 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.