Other · DOL Form 5500 · 2024

Resources for the Future, Inc. Retirement Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
65
Participants Small participant base
66th
Percentile by assets National rank
$252,054
Avg per participant Above avg balance/head
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Official DOL plan name: Resources for the Future, Inc. 403(b) Retirement · Sponsored by Resources for the Future, Inc. · District of Columbia · Educational Services

$16M in assets, 65 participants

Resources for the Future, Inc.'s Resources for the Future, Inc. 403(b) Retirement reported $16M in total assets and 65 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #1,779 in Educational Services (3,638 peers)

Resources for the Future, Inc. multi-year trail

Resources for the Future, Inc.'s plans moved +331.0% in assets from 2022 to 2024; this filing shows Resources for the Future, Inc. 403(b) Retirement at $16M / 65 participants.

#1,779
in Educational Services (3,638 peers)
-13.0%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Resources for the Future, Inc. 403(b) Retirement's mid-pack asset rank among Educational Services and all filers

Resources for the Future, Inc. 403(b) Retirement vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$16,383,526 Top 34% higher than 66% of 123,620 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 2024

Resources for the Future, Inc. 403(b) Retirement among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Resources for the Future, Inc. 403(b) Retirement is a small filing (65 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Resources for the Future, Inc. 403(b) Retirement reported net income fell from $2M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Resources for the Future, Inc. 403(b) Retirement end-of-year assets fell from $19M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Resources for the Future, Inc. 403(b) Retirement reported participants fell from 67 in the plan year 2023 filing to 65 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 530220900 · Resources for the Future, Inc. PY 2024 · Other

Resources for the Future, Inc. 403(b) Retirement · $16M · 65 · 66th

  • PHOTO $16M
  • PHOTO 65
  • PHOTO 66th
  • PHOTO Other
  • PHOTO near Clara Barton Hospital Tax Deferred Annuity Plan
  • PHOTO ind #1779

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 →

Resources for the Future, Inc. 403(b) Retirement in the asset neighbourhood

Lucile Salter Packard Children's Hospital at Stanford Tax-Sheltered Annuity PlanLucile Salter Packard Childr…$16MClara Barton Hospital Tax Deferred Annuity PlanClara Barton Hospital Tax De…$16MResources for the Future, Inc. 403(b) RetirementResources for the Future, In…$16MInternational Fellowship of Christians and Jews 403(b) Retirement PlanInternational Fellowship of …$16MCornwall Manor Retirement Community Internal Revenue Code Section 403(b)Cornwall Manor Retirement Co…$16M
End-of-year total assets ($M) among Resources for the Future, Inc. 403(b) Retirement and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Resources for the Future, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Resources for the Future, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$260M 331.0210511061355% vs 2022
2024 filing year
$0M$100M$200M$300M 202220232024 $60.2M $260M ▲ +331.0%
Year Plans Participants Total Assets
2022 2 130 $60M
2023 6 370 $213M
2024 9 602 $260M

Resources for the Future, Inc. filing trail (2024)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$16M
Net Income-$2M
Employer EIN530220900
Plan Effective Date1976-10-01
Filing StatusFILING RECEIVED

Nearby Other Plans in District of Columbia

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

Resources for the Future, Inc. 403(b) Retirement vs. nearby Other plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -10123 Total assets ($B) Participants Resources for the Future, Inc. 403(b) Retirement, Total assets ($B): 0.016383526 · Participants: 65Resources for the Future, Inc. 403(b) RetirementInt'l Brotherhood of Electrical Workers' Pension Benefit Fund, Total assets ($B): 2.75808979 · Participants: 450729Int'l Brotherhood of Electrical Workers' Pension Benefit FundGeorgetown University Defined Contribution Retirement Plan, Total assets ($B): 2.450782108 · Participants: 4882Georgetown University Defined Contribution Retirement PlanAmerican University Defined Contribution Retirement Plan, Total assets ($B): 1.352129486 · Participants: 5480American University Defined Contribution Retirement PlanHoward University Savings Plan, Total assets ($B): 1.199524542 · Participants: 6543Howard University Savings PlanGeorgetown University Voluntary Contribution Retirement Plan, Total assets ($B): 0.979239156 · Participants: 14512Georgetown University Voluntary Contribution Retirement Plan
Resources for the Future, Inc. 403(b) Retirement vs. nearby Other plans in District of Columbia, assets vs. participants

Resources for the Future, Inc. 403(b) Retirement's out-of-state Other peers by assets and headcount

Outside District of Columbia, the nearest Other by assets is Clara Barton Hospital Tax Deferred Annuity Plan in KS ($16M); by covered participants it is Central Christian College 403(b) DC Plan in KS (65 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Resources for the Future, Inc. 403(b) Retirement assets move in 2024?
Resources for the Future, Inc. 403(b) Retirement pulled back noticeably - down 13.0% during 2024, from $19M to $16M. Reported net income was -$2M.
How have Resources for the Future, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Resources for the Future, Inc.'s sponsor-wide assets grew 331.0%, from $60M to $260M.
Which Other plans are similar in size to Resources for the Future, Inc. 403(b) Retirement?
Among Other plans in other states, the closest by assets is Clara Barton Hospital Tax Deferred Annuity Plan in KS ($16M, 324 participants).
Which Other plans cover a similar participant headcount to Resources for the Future, Inc. 403(b) Retirement?
Among Other plans in other states, the closest by covered participants is Central Christian College 403(b) DC Plan in KS (65 participants, $6M in assets).