Other · DOL Form 5500 · 2023

Institute for Defense Analyses Retirement Plan

Data updated 2026-08-25

$801M
Total assets Above avg plan size
1,453
Participants Near avg headcount
98th
Percentile by assets National rank
$551,303
Avg per participant High balance/head
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Official DOL plan name: Institute for Defense Analyses Tax Deferred Annuity Plan · Sponsored by Institute for Defense Analyses · Virginia · Professional & Technical Services

$801M in assets, 1,453 participants

Institute for Defense Analyses's Institute for Defense Analyses Tax Deferred Annuity Plan reported $801M in total assets and 1,453 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.

  • #20,093 in Professional & Technical Services (20,321 peers)

Where Institute for Defense Analyses Tax Deferred Annuity Plan sits by assets

Institute for Defense Analyses Tax Deferred Annuity Plan sits in the top 5% of all filed plans by assets, $801M for 1,453 participants (~$551,303/participant), up 11.4% in 2023.

#20,093
in Professional & Technical Services (20,321 peers)
+11.4%
assets growth YoY
8.0×
vs typical plan assets (national mean)

Institute for Defense Analyses Tax Deferred Annuity Plan's outsized position by total assets

Institute for Defense Analyses Tax Deferred Annuity Plan vs every filed plan by assets

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

$801,043,955 Top 2% higher than 98% 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

Institute for Defense Analyses Tax Deferred Annuity 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 Tax Deferred Annuity Plan lands in the large band (1,453 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Institute for Defense Analyses Tax Deferred Annuity Plan reported net income rose from -$132M in the plan year 2022 filing to $82M in the plan year 2023 filing.
  • Institute for Defense Analyses Tax Deferred Annuity Plan end-of-year assets rose from $719M in the plan year 2022 filing to $801M in the plan year 2023 filing.
  • Institute for Defense Analyses Tax Deferred Annuity Plan reported participants rose from 1,346 in the plan year 2022 filing to 1,453 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 530233247 · Institute for Defense Analyses PY 2023 · Other

Institute for Defense Analyses Tax Deferred Annuity Plan · $801M · 1,453 · 98th

  • PHOTO $801M
  • IND 1,453
  • EOY 98th
  • 5500 Other
  • ASSETS near Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees
  • PCT ind #20093

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 Tax Deferred Annuity Plan in the asset neighbourhood

Nebraska Medicine Retirement Plan - Base and Matching ContributionsNebraska Medicine Retirement…$805MInstitute for Defense Analyses Tax Deferred Annuity PlanInstitute for Defense Analys…$801MBrandeis University Defined Contribution Plan for Faculty, Professional, and Administrative EmployeesBrandeis University Defined …$799MThe Cooper Health System 403(b) PlanThe Cooper Health System 403…$799MWake Forest University Retirement PlanWake Forest University Retir…$798M
End-of-year total assets ($M) among Institute for Defense Analyses Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$719M
Net Assets (End of Year)$801M
Net Income$82M
Employer EIN530233247
Plan Effective Date1966-01-01
Filing StatusFILING 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
$1.1B$1.2B$1.3B$1.4B$1.5B$1.6B 202220232024 $1.22B $1.5B ▲ +23.0%
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 Tax Deferred Annuity Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. 0100002000030000 01234 Total assets ($B) Participants Institute for Defense Analyses Tax Deferred Annuity Plan, Total assets ($B): 0.801043955 · Participants: 1453Institute for Defense Analyses Tax Deferred Annuity PlanSentara 403(b) Savings Plan, Total assets ($B): 3.287712192 · Participants: 25806Sentara 403(b) Savings PlanThe George Washington University Supplemental Retirement Plan, Total assets ($B): 1.530650403 · Participants: 8047The George Washington University Supplemental Retirement PlanCarilion Clinic 403(b) Retirement Savings Plan, Total assets ($B): 0.722085709 · Participants: 12978Carilion Clinic 403(b) Retirement Savings PlanCentra Health Matching Tax Deferred Savings Plan, Total assets ($B): 0.669994115 · Participants: 7141Centra Health Matching Tax Deferred Savings PlanUniversity of Richmond Defined Contribution Retirement Plan, Total assets ($B): 0.629346902 · Participants: 1843University of Richmond Defined Contribution Retirement Plan
Institute for Defense Analyses Tax Deferred Annuity Plan vs. nearby Other plans in Virginia, assets vs. participants
Compare Institute for Defense Analyses Tax Deferred Annuity Plan side-by-side with 3 peers →

Institute for Defense Analyses Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees in MA ($799M); by covered participants it is Gillette Children's Specialty Healthcare Matched Savings Retirement Plan in MN (1,453 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,453 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 Institute for Defense Analyses Tax Deferred Annuity Plan assets move in 2023? ▼
Institute for Defense Analyses Tax Deferred Annuity Plan grew at a solid clip - up 11.4% during 2023, from $719M to $801M. Reported net income was $82M.
How have Institute for Defense Analyses plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Institute for Defense Analyses's sponsor-wide assets grew 23.7%, from $1.2B to $1.5B.
Where does Institute for Defense Analyses Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Institute for Defense Analyses Tax Deferred Annuity Plan ranks in the 98th 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 Institute for Defense Analyses Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees in MA ($799M, 2,317 participants).
Which Other plans cover a similar participant headcount to Institute for Defense Analyses Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Gillette Children's Specialty Healthcare Matched Savings Retirement Plan in MN (1,453 participants, $240M 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 530233247.

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.