Other · DOL Form 5500 · 2023

Rocky Mountain Institute Retirement Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
548
Participants Below avg headcount
84th
Percentile by assets National rank
$76,286
Avg per participant Below avg balance/head
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Official DOL plan name: Rocky Mountain Institute Tax Sheltered Annuity Plan · Sponsored by Rocky Mountain Institute · Colorado · Professional & Technical Services

$42M in assets, 548 participants

Rocky Mountain Institute's Rocky Mountain Institute Tax Sheltered Annuity Plan reported $42M in total assets and 548 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #17,163 in Professional & Technical Services (20,321 peers)

Where Rocky Mountain Institute Tax Sheltered Annuity Plan sits by assets

Rocky Mountain Institute Tax Sheltered Annuity Plan sits in the top quartile of all filed plans by assets, $42M for 548 participants (~$76,286/participant), up 44.6% in 2023.

#17,163
in Professional & Technical Services (20,321 peers)
+44.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Rocky Mountain Institute Tax Sheltered Annuity Plan's outsized position by total assets

Rocky Mountain Institute Tax Sheltered Annuity Plan vs every filed plan by assets

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

$41,804,495 Top 16% higher than 84% 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

Rocky Mountain Institute Tax Sheltered Annuity 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. Rocky Mountain Institute Tax Sheltered Annuity Plan sits mid-pack in the medium band (548 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rocky Mountain Institute Tax Sheltered Annuity Plan reported net income rose from $2M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Rocky Mountain Institute Tax Sheltered Annuity Plan end-of-year assets rose from $29M in the plan year 2022 filing to $42M in the plan year 2023 filing.
  • Rocky Mountain Institute Tax Sheltered Annuity Plan reported participants rose from 388 in the plan year 2022 filing to 548 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 742244146 · Rocky Mountain Institute PY 2023 · Other

Rocky Mountain Institute Tax Sheltered Annuity Plan · $42M · 548 · 84th

  • RANK $42M
  • PHOTO 548
  • IND 84th
  • EOY Other
  • 5500 near Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program
  • ASSETS ind #17163

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 Colorado →

Rocky Mountain Institute Tax Sheltered Annuity Plan in the asset neighbourhood

Montgomery Bell Academy 403(b) Tax Sheltered Investment ProgramMontgomery Bell Academy 403(…$42MRocky Mountain Institute Tax Sheltered Annuity PlanRocky Mountain Institute Tax…$42MEwing Marion Kauffman Foundation Tax Sheltered Annuity ProgramEwing Marion Kauffman Founda…$42MSanta Catalina School DC Plan Retirement PlanSanta Catalina School DC Pla…$42MMidwest Transplant Network, Inc. 403(b) Retirement PlanMidwest Transplant Network, …$42M
End-of-year total assets ($M) among Rocky Mountain Institute Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$42M
Net Income$13M
Employer EIN742244146
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rocky Mountain Institute)

Sponsor-wide plan assets over time

All Rocky Mountain Institute plans reported in each filing year

Latest sponsor-wide plan assets
$55M 91.55799184887852% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $28.9M $55.4M ▲ +91.6%
Year Plans Participants Total Assets
2022 1 388 $29M
2023 1 548 $42M
2024 1 599 $55M

Nearby Other Plans in Colorado

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

Rocky Mountain Institute Tax Sheltered Annuity Plan vs. nearby Other plans in Colorado, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 -0.500.511.5 Total assets ($B) Participants Rocky Mountain Institute Tax Sheltered Annuity Plan, Total assets ($B): 0.041804495 · Participants: 548Rocky Mountain Institute Tax Sheltered Annuity PlanUcar Retirement Plan, Total assets ($B): 1.145684593 · Participants: 1444Ucar Retirement PlanChildren's Hospital Colorado 403(b) Plan, Total assets ($B): 0.898290586 · Participants: 8617Children's Hospital Colorado 403(b) PlanUniversity of Denver Retirement Plan, Total assets ($B): 0.848101064 · Participants: 7241University of Denver Retirement PlanNrel 403(b) Employee Savings Plan, Total assets ($B): 0.525431207 · Participants: 2877Nrel 403(b) Employee Savings PlanColorado College Retirement Benefit Plan, Total assets ($B): 0.3525072 · Participants: 707Colorado College Retirement Benefit Plan
Rocky Mountain Institute Tax Sheltered Annuity Plan vs. nearby Other plans in Colorado, assets vs. participants
Compare Rocky Mountain Institute Tax Sheltered Annuity Plan side-by-side with 3 peers →

Rocky Mountain Institute Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside Colorado, the nearest Other by assets is Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program in MO ($42M); by covered participants it is Marin Community Clinics 403(b) Savings & Investment Plan in CA (549 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (548 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 Rocky Mountain Institute Tax Sheltered Annuity Plan assets move in 2023? ▼
Rocky Mountain Institute Tax Sheltered Annuity Plan surged - up 44.6% during 2023, from $29M to $42M. Reported net income was $13M.
How have Rocky Mountain Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rocky Mountain Institute's sponsor-wide assets grew 91.6%, from $29M to $55M.
Where does Rocky Mountain Institute Tax Sheltered Annuity Plan rank by assets among Form 5500 filers? ▼
Rocky Mountain Institute Tax Sheltered Annuity Plan ranks in the 84th 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 Rocky Mountain Institute Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program in MO ($42M, 101 participants).
Which Other plans cover a similar participant headcount to Rocky Mountain Institute Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Marin Community Clinics 403(b) Savings & Investment Plan in CA (549 participants, $24M 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 742244146.

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.