Other · DOL Form 5500 · 2023

The Urban Institute Retirement Plan

Data updated 2026-08-25

$296M
Total assets Near avg plan size
619
Participants Below avg headcount
96th
Percentile by assets National rank
$478,594
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Urban Institute Retirement Plan · Sponsored by The Urban Institute · District of Columbia · Educational Services

$296M in assets, 619 participants

The Urban Institute's The Urban Institute Retirement Plan reported $296M in total assets and 619 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #3,504 in Educational Services (3,735 peers)

Coverage in District of Columbia

The Urban Institute Retirement Plan covers 619 participants in District of Columbia, about 43% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $296M.

#3,504
in Educational Services (3,735 peers)
+13.8%
assets growth YoY
3.0×
vs typical plan assets (national mean)

The Urban Institute Retirement Plan's outsized position by total assets

The Urban Institute Retirement Plan vs every filed plan by assets

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

$296,249,382 Top 4% higher than 96% 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

The Urban 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. The Urban Institute Retirement Plan sits mid-pack in the medium band (619 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Urban Institute Retirement Plan reported net income rose from -$43M in the plan year 2022 filing to $36M in the plan year 2023 filing.
  • The Urban Institute Retirement Plan end-of-year assets rose from $260M in the plan year 2022 filing to $296M in the plan year 2023 filing.
  • The Urban Institute Retirement Plan reported participants rose from 598 in the plan year 2022 filing to 619 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 520880375 · The Urban Institute PY 2023 · Other

The Urban Institute Retirement Plan · $296M · 619 · 96th

  • BOY $296M
  • SCH 619
  • EBSA 96th
  • PART Other
  • TYPE near Kenyon College Defined Contribution and Tax Deferred Annuity Retirement Plan
  • NET ind #3504

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 District of Columbia →

The Urban Institute Retirement Plan in the asset neighbourhood

Champlain Valley Physicians Hospital 403(b) Retirement Savings PlanChamplain Valley Physicians …$297MThe Urban Institute Retirement PlanThe Urban Institute Retireme…$296MKenyon College Defined Contribution and Tax Deferred Annuity Retirement PlanKenyon College Defined Contr…$296MAzusa Pacific University Defined Contribution PlanAzusa Pacific University Def…$294MRetirement Income Plan of Englewood Hospital & Medical CenterRetirement Income Plan of En…$294M
End-of-year total assets ($M) among The Urban Institute Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

District of Columbia filing particulars

Total Assets (Beginning of Year)$260M
Net Assets (End of Year)$296M
Net Income$36M
Employer EIN520880375
Plan Effective Date1968-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Urban Institute)

Sponsor-wide plan assets over time

All The Urban Institute plans reported in each filing year

Latest sponsor-wide plan assets
$330M 26.734851158634655% vs 2022
2024 filing year
$250M$300M$350M 202220232024 $260M $330M ▲ +26.7%
Year Plans Participants Total Assets
2022 1 598 $260M
2023 1 619 $296M
2024 1 630 $330M

Nearby Other Plans in District of Columbia

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

The Urban Institute Retirement Plan vs. nearby Other plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 0123 Total assets ($B) Participants The Urban Institute Retirement Plan, Total assets ($B): 0.296249382 · Participants: 619The Urban Institute Retirement PlanInt'l Brotherhood of Electrical Workers' Pension Benefit Fund, Total assets ($B): 2.573431912 · Participants: 431907Int'l Brotherhood of Electrical Workers' Pension Benefit FundGeorgetown University Defined Contribution Retirement Plan, Total assets ($B): 2.233326595 · Participants: 4981Georgetown University Defined Contribution Retirement PlanAmerican University Defined Contribution Retirement Plan, Total assets ($B): 1.269733433 · Participants: 2668American University Defined Contribution Retirement PlanHoward University Savings Plan, Total assets ($B): 1.110483572 · Participants: 6611Howard University Savings PlanGeorgetown University Voluntary Contribution Retirement Plan, Total assets ($B): 0.864736688 · Participants: 15030Georgetown University Voluntary Contribution Retirement Plan
The Urban Institute Retirement Plan vs. nearby Other plans in District of Columbia, assets vs. participants
Compare The Urban Institute Retirement Plan side-by-side with 3 peers →

The Urban Institute Retirement Plan's out-of-state Other peers by assets and headcount

Outside District of Columbia, the nearest Other by assets is Kenyon College Defined Contribution and Tax Deferred Annuity Retirement Plan in OH ($296M); by covered participants it is The Kennedy Center, Inc. 403(b) Retirement Plan in CT (620 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (619 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 The Urban Institute Retirement Plan assets move in 2023? ▼
The Urban Institute Retirement Plan grew at a solid clip - up 13.8% during 2023, from $260M to $296M. Reported net income was $36M.
How have The Urban Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Urban Institute's sponsor-wide assets grew 26.7%, from $260M to $330M.
Where does The Urban Institute Retirement Plan rank by assets among Form 5500 filers? ▼
The Urban Institute Retirement Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to The Urban Institute Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Kenyon College Defined Contribution and Tax Deferred Annuity Retirement Plan in OH ($296M, 652 participants).
Which Other plans cover a similar participant headcount to The Urban Institute Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is The Kennedy Center, Inc. 403(b) Retirement Plan in CT (620 participants, $965K 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 520880375.

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.