Other · DOL Form 5500 · 2023
Institute for Defense Analyses Retirement Plan
Data updated 2026-08-25
- $567M
- Total assets Above avg plan size
- 1,191
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $476,322
- Avg per participant High balance/head
Official DOL plan name: Institute for Defense Analyses Qualified Retirement Plan · Sponsored by Institute for Defense Analyses · Virginia · Professional & Technical Services
$567M in assets, 1,191 participants
Institute for Defense Analyses's Institute for Defense Analyses Qualified Retirement Plan reported $567M in total assets and 1,191 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #20,002 in Professional & Technical Services (20,321 peers)
Where Institute for Defense Analyses Qualified Retirement Plan sits by assets
Institute for Defense Analyses Qualified Retirement Plan sits in the top 5% of all filed plans by assets, $567M for 1,191 participants (~$476,322/participant), up 14.4% in 2023.
- #20,002
- in Professional & Technical Services (20,321 peers)
- +14.4%
- assets growth YoY
- 5.7×
- vs typical plan assets (national mean)
Institute for Defense Analyses Qualified Retirement Plan's outsized position by total assets
Institute for Defense Analyses Qualified Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$567,299,607 Top 2% higher than 98% 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
Institute for Defense Analyses Qualified Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Institute for Defense Analyses Qualified Retirement Plan lands in the large band (1,191 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Institute for Defense Analyses Qualified Retirement Plan reported net income rose from -$88M in the plan year 2022 filing to $71M in the plan year 2023 filing.
- Institute for Defense Analyses Qualified Retirement Plan end-of-year assets rose from $496M in the plan year 2022 filing to $567M in the plan year 2023 filing.
- Institute for Defense Analyses Qualified Retirement Plan reported participants rose from 1,178 in the plan year 2022 filing to 1,191 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 530233247 · Institute for Defense Analyses PY 2023 · Other
Institute for Defense Analyses Qualified Retirement Plan · $567M · 1,191 · 98th
- RANK $567M
- PHOTO 1,191
- IND 98th
- EOY Other
- 5500 near Devereux Defined Contribution Retirement Plan
- ASSETS ind #20002
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 Virginia →
Institute for Defense Analyses Qualified Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $496M |
|---|---|
| Net Assets (End of Year) | $567M |
| Net Income | $71M |
| Employer EIN | 530233247 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Institute for Defense Analyses)
Sponsor-wide plan assets over time
All Institute for Defense Analyses plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.5B 23.65180518028019% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,524 | $1.2B |
| 2023 | 2 | 2,644 | $1.4B |
| 2024 | 2 | 2,795 | $1.5B |
Nearby Other Plans in Virginia
Peer Other plans, same state, same plan type, ranked by total assets.
- Sentara 403(b) Savings Plan $3.3B · 25,806
- The George Washington University Supplemental Retirement Plan $1.5B · 8,047
- Institute for Defense Analyses Tax Deferred Annuity Plan $801M · 1,453
- Carilion Clinic 403(b) Retirement Savings Plan $722M · 12,978
- Centra Health Matching Tax Deferred Savings Plan $670M · 7,141
Institute for Defense Analyses Qualified Retirement Plan's out-of-state Other peers by assets and headcount
Outside Virginia, the nearest Other by assets is Devereux Defined Contribution Retirement Plan in PA ($566M); by covered participants it is Unity Health 403(b) Retirement Plan in AR (1,191 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($567M here).
- Devereux Defined Contribution Retirement Plan (PA) $566M · 12,312
- The Catholic University of America Retirement Plan (DC) $561M · 1,716
- Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund (WA) $561M · 7,520
- Inspira Health Network 403(b) Savings Plan (NJ) $560M · 7,456
Similar participant headcount
Nearest other-state filings by covered participants (1,191 participants); asset peers above are excluded.
- Unity Health 403(b) Retirement Plan (AR) 1,191 · 0 off
- Ablelight, Inc. 403(b) Plan (WI) 1,191 · 0 off
- Goodwill Industries of North Florida Retirement Savings Plan (FL) 1,190 · 1 off
- Brio Living Services 403(b) Plan (MI) 1,193 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.