401(k) · DOL Form 5500 · 2023

Guttmacher Institute 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
118
Participants Small participant base
83rd
Percentile by assets National rank
$352,845
Avg per participant High balance/head
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Official DOL plan name: Guttmacher Institute Retirement Plan · Sponsored by Guttmacher Institute · New York · Professional & Technical Services

$42M in assets, 118 participants

Guttmacher Institute's Guttmacher Institute Retirement Plan reported $42M in total assets and 118 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #17,146 in Professional & Technical Services (20,321 peers)

Coverage in New York

Guttmacher Institute Retirement Plan covers 118 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $42M.

#17,146
in Professional & Technical Services (20,321 peers)
+22.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Guttmacher Institute Retirement Plan's outsized position by total assets

Guttmacher Institute Retirement Plan vs every filed plan by assets

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

$41,635,668 Top 17% higher than 83% 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

Guttmacher Institute Retirement 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. Guttmacher Institute Retirement Plan sits mid-pack in the medium band (118 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Guttmacher Institute Retirement Plan reported net income rose from -$10M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Guttmacher Institute Retirement Plan end-of-year assets rose from $34M in the plan year 2022 filing to $42M in the plan year 2023 filing.
  • Guttmacher Institute Retirement Plan reported participants fell from 131 in the plan year 2022 filing to 118 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 132890727 · Guttmacher Institute PY 2023 · 401(k)

Guttmacher Institute Retirement Plan · $42M · 118 · 83rd

  • RANK $42M
  • PHOTO 118
  • IND 83rd
  • EOY 401(k)
  • 5500 near Bard Manufacturing Company, Inc. Savings and Profit Sharing Plan
  • ASSETS ind #17146

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 New York →

Guttmacher Institute Retirement Plan in the asset neighbourhood

Guttmacher Institute Retirement PlanGuttmacher Institute Retirem…$42MBard Manufacturing Company, Inc. Savings and Profit Sharing PlanBard Manufacturing Company, …$42MKidney Care Specialists, LLC 401(k) Profit Sharing PlanKidney Care Specialists, LLC…$42MGentry Locke Rakes & Moore, LLP Cash or Deferred Profit Sharing PlanGentry Locke Rakes & Moore, …$42MLico, Inc. 401(k) Plan$42M
End-of-year total assets ($M) among Guttmacher Institute Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$42M
Net Income$8M
Employer EIN132890727
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Guttmacher Institute)

Sponsor-wide plan assets over time

All Guttmacher Institute plans reported in each filing year

Latest sponsor-wide plan assets
$50M 45.2882103401554% vs 2022
2024 filing year
$30M$35M$40M$45M$50M$55M 202220232024 $34.1M $49.5M ▲ +45.3%
Year Plans Participants Total Assets
2022 1 131 $34M
2023 1 118 $42M
2024 1 133 $50M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Guttmacher Institute Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Guttmacher Institute Retirement Plan, Total assets ($B): 0.041635668 · Participants: 118Guttmacher Institute Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Guttmacher Institute Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Guttmacher Institute Retirement Plan side-by-side with 3 peers →

Guttmacher Institute Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Bard Manufacturing Company, Inc. Savings and Profit Sharing Plan in OH ($42M); by covered participants it is Ensign Natural Resources 401(k) Plan in TX (118 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (118 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 Guttmacher Institute Retirement Plan assets move in 2023? ▼
Guttmacher Institute Retirement Plan grew sharply - up 22.2% during 2023, from $34M to $42M. Reported net income was $8M.
How have Guttmacher Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Guttmacher Institute's sponsor-wide assets grew 45.3%, from $34M to $50M.
Where does Guttmacher Institute Retirement Plan rank by assets among Form 5500 filers? ▼
Guttmacher Institute Retirement Plan ranks in the 83rd 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 401(k) plans are similar in size to Guttmacher Institute Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bard Manufacturing Company, Inc. Savings and Profit Sharing Plan in OH ($42M, 502 participants).
Which 401(k) plans cover a similar participant headcount to Guttmacher Institute Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ensign Natural Resources 401(k) Plan in TX (118 participants, N/A 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 132890727.

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.