Other · DOL Form 5500 · 2023

Amer. Inst. for Research in the Behavioral Sciences Retirement Plan

Data updated 2026-08-11

$252M
Total assets
926
Participants
96th
Percentile by assets
$272,047
Avg per participant
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Official DOL plan name: American Institutes for Research Retirement Plan · Sponsored by Amer. Inst. for Research in the Behavioral Sciences · Virginia · Professional & Technical Services

$252M in assets, 926 participants

Amer. Inst. for Research in the Behavioral Sciences's American Institutes for Research Retirement Plan reported $252M in total assets and 926 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.

  • 96th percentile by assets (of 127,072 plans)
  • #19,650 in Professional & Technical Services (20,321 peers)

Where American Institutes for Research Retirement Plan sits by assets

American Institutes for Research Retirement Plan sits in the top 5% of all filed plans by assets, $252M for 926 participants (~$272,047/participant), up 9.5% in 2023.

$252M
total plan assets (2023 EOY)
926
covered participants
96th
percentile by assets (of 127,072 plans)
$272,047
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • American Institutes for Research Retirement Plan reported net income rose from -$48M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • American Institutes for Research Retirement Plan reported participants fell from 1,082 in the plan year 2022 filing to 926 in the plan year 2023 filing.
  • American Institutes for Research Retirement Plan end-of-year assets rose from $230M in the plan year 2022 filing to $252M in the plan year 2023 filing.

See the national 2022→2023 release diff →

American Institutes for Research Retirement Plan vs the 2023 asset distribution

By assets, American Institutes for Research Retirement Plan outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$230M
Net Assets (End of Year)$252M
Net Income$22M
Employer EIN250965219
Plan Effective Date1955-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Amer. Inst. for Research in the Behavioral Sciences)

$400M$500M$600M$700M 202220232024 $455M $622M ▲ +36.9%
Total plan assets by year, all Amer. Inst. for Research in the Behavioral Sciences plans on file
Year Plans Participants Total Assets
2022 2 2,179 $455M
2023 5 2,548 $574M
2024 4 2,540 $622M

Nearby Other Plans in Virginia

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

American Institutes for Research Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants

American Institutes for Research Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 01234 Total assets ($B) Participants American Institutes …Sentara 403(b) Savin…The George Washingto…Institute for Defens…Carilion Clinic 403(…Centra Health Matchi…
American Institutes for Research Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to American Institutes for Research Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did American Institutes for Research Retirement Plan assets move in 2023?
American Institutes for Research Retirement Plan grew at a solid clip - up 9.5% during 2023, from $230M to $252M. Reported net income was $22M.
How have Amer. Inst. for Research in the Behavioral Sciences plan assets changed over time?
Across 3 plan years on file (2022-2024), Amer. Inst. for Research in the Behavioral Sciences's sponsor-wide assets grew 36.9%, from $455M to $622M.
Where does American Institutes for Research Retirement Plan rank by assets among Form 5500 filers?
American Institutes for Research 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 American Institutes for Research Retirement Plan?
Among Other plans in other states, the closest by assets is The Glens Falls Hospital Partnership Plan in NY ($252M, 2,226 participants).

Next read for American Institutes for Research Retirem…

Scale reading

Ways to act on American Institutes for Research Retirement Plan's numbers.