Other · DOL Form 5500 · 2023
Institute for Defense Analyses Retirement Plan
Data updated 2026-08-11
- $567M
- Total assets
- 1,191
- Participants
- 98th
- Percentile by assets
- $476,322
- Avg per participant
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.
- 98th percentile by assets (of 127,072 plans)
- #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.
- $567M
- total plan assets (2023 EOY)
- 1,191
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $476,322
- avg assets per participant
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.
Institute for Defense Analyses Qualified Retirement Plan vs the 2023 asset distribution
By assets, Institute for Defense Analyses Qualified Retirement Plan outranks 98% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 5.7x the national average plan size of $100M (721 average participants).
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)
| 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.
Institute for Defense Analyses Qualified Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Institute for Defense Analyses Qualified Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Institute for Defense Analyses Qualified Retirement Plan assets move in 2023? ▼
How have Institute for Defense Analyses plan assets changed over time? ▼
Where does Institute for Defense Analyses Qualified Retirement Plan rank by assets among Form 5500 filers? ▼
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Ways to act on Institute for Defense Analyses Qualified Retirement Plan's numbers.
- By total assets, Institute for Defense Analyses Qualified Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Virginia. Compare plans
- Institute for Defense Analyses's sponsor-wide assets have grown 23.7% since 2022 across 3 plan years on file. More Professional & Technical Services plans