Other · DOL Form 5500 · 2023
Center on Budget and Policy Priorities Retirement Plan
Data updated 2026-08-25
- $56M
- Total assets Below avg plan size
- 132
- Participants Small participant base
- 87th
- Percentile by assets National rank
- $421,122
- Avg per participant High balance/head
Official DOL plan name: Center on Budget and Policy Priorities 403(b) Retirement Plan · Sponsored by Center on Budget and Policy Priorities · District of Columbia · Educational Services
$56M in assets, 132 participants
Center on Budget and Policy Priorities's Center on Budget and Policy Priorities 403(b) Retirement Plan reported $56M in total assets and 132 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.
- #2,839 in Educational Services (3,735 peers)
Coverage in District of Columbia
Center on Budget and Policy Priorities 403(b) Retirement Plan covers 132 participants in District of Columbia, about 9% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $56M.
- #2,839
- in Educational Services (3,735 peers)
- +18.7%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Center on Budget and Policy Priorities 403(b) Retirement Plan's outsized position by total assets
Center on Budget and Policy Priorities 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$55,588,074 Top 13% higher than 87% 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
Center on Budget and Policy Priorities 403(b) 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. Center on Budget and Policy Priorities 403(b) Retirement Plan sits mid-pack in the medium band (132 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Center on Budget and Policy Priorities 403(b) Retirement Plan reported net income rose from -$10M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Center on Budget and Policy Priorities 403(b) Retirement Plan end-of-year assets rose from $47M in the plan year 2022 filing to $56M in the plan year 2023 filing.
- Center on Budget and Policy Priorities 403(b) Retirement Plan reported participants fell from 153 in the plan year 2022 filing to 132 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 521234565 · Center on Budget and Policy Priorities PY 2023 · Other
Center on Budget and Policy Priorities 403(b) Retirement Plan · $56M · 132 · 87th
- NET $56M
- NET 132
- NET 87th
- NET Other
- NET near College of Mount Saint Vincent Defined Contribution Plan
- NET ind #2839
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 →
Center on Budget and Policy Priorities 403(b) Retirement Plan in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $47M |
|---|---|
| Net Assets (End of Year) | $56M |
| Net Income | $9M |
| Employer EIN | 521234565 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Center on Budget and Policy Priorities)
Sponsor-wide plan assets over time
All Center on Budget and Policy Priorities plans reported in each filing year
- Latest sponsor-wide plan assets
- $61M 30.190542721299906% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 153 | $47M |
| 2023 | 1 | 132 | $56M |
| 2024 | 1 | 141 | $61M |
Nearby Other Plans in District of Columbia
Peer Other plans, same state, same plan type, ranked by total assets.
- Int'l Brotherhood of Electrical Workers' Pension Benefit Fund $2.6B · 431,907
- Georgetown University Defined Contribution Retirement Plan $2.2B · 4,981
- American University Defined Contribution Retirement Plan $1.3B · 2,668
- Howard University Savings Plan $1.1B · 6,611
- Georgetown University Voluntary Contribution Retirement Plan $865M · 15,030
Center on Budget and Policy Priorities 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside District of Columbia, the nearest Other by assets is College of Mount Saint Vincent Defined Contribution Plan in NY ($55M); by covered participants it is Baton Rouge Christian Foundation, Inc. Dba the Dunham School Defined Contribution Plan in LA (132 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($56M here).
Similar participant headcount
Nearest other-state filings by covered participants (132 participants); asset peers above are excluded.
- Baton Rouge Christian Foundation, Inc. Dba the Dunham School Defined Contribution Plan (LA) 132 · 0 off
- Community Program Centers of Long Island, Inc. 403 (NY) 132 · 0 off
- Bernard Zell Anshe Emet Day School Retirement Plan (IL) 132 · 0 off
- The 403(b) Retirement Plan for Employees of Peninsula Behavioral Health (WA) 132 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.