Other · DOL Form 5500 · 2023
National Bureau of Economic Research, Inc. Retirement Plan
Data updated 2026-08-25
- $35M
- Total assets Below avg plan size
- 69
- Participants Small participant base
- 81st
- Percentile by assets National rank
- $508,850
- Avg per participant High balance/head
Official DOL plan name: National Bureau of Economic Research, Inc. Tax-Deferred Annuity Plan · Sponsored by National Bureau of Economic Research, Inc. · Massachusetts · Professional & Technical Services
$35M in assets, 69 participants
National Bureau of Economic Research, Inc.'s National Bureau of Economic Research, Inc. Tax-Deferred Annuity Plan reported $35M in total assets and 69 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.
- #16,674 in Professional & Technical Services (20,321 peers)
Where National Bureau of Economic Research, Inc. Tax-Deferred Annuity Plan sits by assets
National Bureau of Economic Research, Inc. Tax-Deferred Annuity Plan sits in the top quartile of all filed plans by assets, $35M for 69 participants (~$508,850/participant), up 10.9% in 2023.
- #16,674
- in Professional & Technical Services (20,321 peers)
- +10.9%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
National Bureau of Economic Research, Inc. Tax-Deferred Annuity Plan's outsized position by total assets
National Bureau of Economic Research, Inc. Tax-Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$35,110,670 Top 19% higher than 81% 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
National Bureau of Economic Research, Inc. Tax-Deferred Annuity Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. National Bureau of Economic Research, Inc. Tax-Deferred Annuity Plan is a small filing (69 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- National Bureau of Economic Research, Inc. Tax-Deferred Annuity Plan reported net income rose from -$6M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- National Bureau of Economic Research, Inc. Tax-Deferred Annuity Plan reported participants fell from 90 in the plan year 2022 filing to 69 in the plan year 2023 filing.
- National Bureau of Economic Research, Inc. Tax-Deferred Annuity Plan end-of-year assets rose from $32M in the plan year 2022 filing to $35M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 131641075 · National Bureau of Economic Research, Inc. PY 2023 · Other
National Bureau of Economic Research, Inc. Tax-Deferred Annuity Plan · $35M · 69 · 81st
- VS-ST $35M
- BOY 69
- SCH 81st
- EBSA Other
- PART near Project Lead the Way 403b Plan
- TYPE ind #16674
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 Massachusetts →
National Bureau of Economic Research, Inc. Tax-Deferred Annuity Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | $3M |
| Employer EIN | 131641075 |
| Plan Effective Date | 1974-02-19 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (National Bureau of Economic Research, Inc.)
Sponsor-wide plan assets over time
All National Bureau of Economic Research, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $162M 25.011598873024315% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 672 | $130M |
| 2023 | 2 | 681 | $149M |
| 2024 | 2 | 689 | $162M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.7B · 11,980
- Harvard University Tax Deferred Annuity Plan $3.8B · 21,064
- Boston University Retirement Plan $2.8B · 8,130
- Beth Israel Deaconess Medical Center Voluntary 403(b) Plan $2.4B · 13,981
- Northeastern University Retirement Plan $2.3B · 8,553
National Bureau of Economic Research, Inc. Tax-Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Project Lead the Way 403b Plan in IN ($35M); by covered participants it is Urban Corps of San Diego County 403(b) Plan in CA (69 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($35M here).
Similar participant headcount
Nearest other-state filings by covered participants (69 participants); asset peers above are excluded.
- Urban Corps of San Diego County 403(b) Plan (CA) 69 · 0 off
- The Geological Society of America Retirement Plan (CO) 69 · 0 off
- Fraunhofer USA 403(b) Plan (MI) 69 · 0 off
- Westside School 403(b) DC Plan (WA) 69 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.