American Council for an Energy Efficient Economy 403(b) Plan
ERISA Form 5500 plan record drawn from DOL EBSA β verify with linked source filings below.
Sponsored by American Council for an Energy Efficient Economy Β· District of Columbia Β· Other Services
What the 2023 filing shows
American Council for an Energy Efficient Economy 403(b) Plan holds $17M for 73 participants - about $226,391 per participant, up 26.5% over the 2023 plan year.
- $17M
- total plan assets (2023 EOY)
- 73
- covered participants
- $226,391
- avg assets per participant
- +26.5%
- assets growth YoY
What the Filing Says About American Council for an Energy Efficient Economy 403(b) Plan
American Council for an Energy Efficient Economy 403(b) Plan is a IRA-Based retirement plan sponsored by American Council for an Energy Efficient Economy, headquartered in District of Columbia. As of the 2023 Form 5500 filing, the plan reports $17M in total end-of-year assets and covers 73 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 942711707, and the plan has been effective since 2016-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $13M at the beginning of 2023 to $17M at year-end β a gain of 26.5%. Net assets (after liabilities) closed the year at $17M, with reported net income of $3M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows β a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $13M |
| Total Assets (End of Year) | $17M |
| Net Assets (End of Year) | $17M |
| Net Income | $3M |
| Plan Type | IRA-Based |
| Employer EIN | 942711707 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (American Council for an Energy Efficient Economy)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 73 | $17M |
| 2024 | 1 | 86 | $20M |
Nearby IRA-Based Plans in District of Columbia
Peer IRA-Based plans β same state, same plan type β ranked by total assets.
- Mayo 403(b) Plan $11.2B Β· 84,098
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- The Tax Sheltered Annuity Plan of the Methodist Hospital $2.5B Β· 29,975
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- University Hospitals Health System 403(b) Matched Retirement Savings Plan $2.1B Β· 26,534
Related Data
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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) β original filing retrieval by EIN 942711707.
Reference: IRS Publication 560 β Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B β Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology β how this data is sourced, computed, and verified.