401(k) · DOL Form 5500 · 2023
Cfa Institute 401(k) Plan
Data updated 2026-08-25
- $216M
- Total assets Near avg plan size
- 390
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $555,057
- Avg per participant High balance/head
Official DOL plan name: Cfa Institute 401(k) Plan · Sponsored by Cfa Institute · Virginia · Educational Services
$216M in assets, 390 participants
Cfa Institute's Cfa Institute 401(k) Plan reported $216M in total assets and 390 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #3,432 in Educational Services (3,735 peers)
Coverage in Virginia
Cfa Institute 401(k) Plan covers 390 participants in Virginia, about 50% of the average Virginia filer (state average ~782 per filing). Assets: $216M.
- #3,432
- in Educational Services (3,735 peers)
- +18.6%
- assets growth YoY
- 2.2×
- vs typical plan assets (national mean)
Cfa Institute 401(k) Plan's outsized position by total assets
Cfa Institute 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$216,472,298 Top 5% higher than 95% 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
Cfa Institute 401(k) 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. Cfa Institute 401(k) Plan sits mid-pack in the medium band (390 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cfa Institute 401(k) Plan reported net income rose from -$36M in the plan year 2022 filing to $34M in the plan year 2023 filing.
- Cfa Institute 401(k) Plan end-of-year assets rose from $183M in the plan year 2022 filing to $216M in the plan year 2023 filing.
- Cfa Institute 401(k) Plan reported participants fell from 445 in the plan year 2022 filing to 390 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 541386480 · Cfa Institute PY 2023 · 401(k)
Cfa Institute 401(k) Plan · $216M · 390 · 95th
- EIN $216M
- EIN 390
- EIN 95th
- EIN 401(k)
- EIN near Dentons Bingham Greenebaum Retirement Plan
- EIN ind #3432
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 Virginia →
Cfa Institute 401(k) Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $183M |
|---|---|
| Net Assets (End of Year) | $216M |
| Net Income | $34M |
| Employer EIN | 541386480 |
| Plan Effective Date | 1985-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cfa Institute)
Sponsor-wide plan assets over time
All Cfa Institute plans reported in each filing year
- Latest sponsor-wide plan assets
- $240M 31.705550136718667% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 445 | $183M |
| 2023 | 1 | 390 | $216M |
| 2024 | 1 | 413 | $240M |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $36.2B · 97,987
- 401(k) Pension Plan $15.0B · 62,467
- General Dynamics Corporation 401(k) Plan 6.0 $11.2B · 48,860
- Leidos, Inc. Retirement Plan $10.6B · 27,043
- Bae Systems Employees' Savings and Investment Plan $9.4B · 31,681
Cfa Institute 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Dentons Bingham Greenebaum Retirement Plan in KY ($216M); by covered participants it is R & D Circuits 401(k) Plan in NJ (390 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($216M here).
- Dentons Bingham Greenebaum Retirement Plan (KY) $216M · 340
- Dmgt US Employee Services, Inc. 401(k) Plan (CT) $216M · 480
- Musarubra US, LLC 401(k) Plan (TX) $216M · 1,189
- First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership Plan (TX) $217M · 777
Similar participant headcount
Nearest other-state filings by covered participants (390 participants); asset peers above are excluded.
- R & D Circuits 401(k) Plan (NJ) 390 · 0 off
- Overtime Sports, Inc. 401(k) Plan (NY) 390 · 0 off
- Lords and Ladys Enterprises in 401(k) Profit Sharing Plan & Trust (MA) 390 · 0 off
- Nye Retirement Plan (NE) 390 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.