Other · DOL Form 5500 · 2024

Resources for the Future, Inc. Retirement Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
66
Participants Small participant base
65th
Percentile by assets National rank
$236,224
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, 66 participants

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

  • #1,743 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 / 66 participants.

#1,743
in Educational Services (3,638 peers)
+1.3%
assets growth YoY

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

$15,590,759 Top 35% higher than 65% 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 (66 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 $201K 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 66 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

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

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

  • EIN $16M
  • EIN 66
  • EIN 65th
  • EIN Other
  • EIN near Lake Forest Country Day School 403(b) Plan
  • EIN ind #1743

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

403b Thrift Plan of Vista Del Mar Child and Family Services403b Thrift Plan of Vista De…$16MResources for the Future, Inc. 403(b) RetirementResources for the Future, In…$16MLake Forest Country Day School 403(b) PlanLake Forest Country Day Scho…$16MAntilles School 403(b) Plan$16MLees-Mcrae College 403(b) Retirement PlanLees-Mcrae College 403(b) Re…$16M
End-of-year total assets ($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)$15M
Net Assets (End of Year)$16M
Net Income$201K
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): 0.015590759 · Participants: 66Resources 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 Lake Forest Country Day School 403(b) Plan in IL ($16M); by covered participants it is The Waverly School Defined Contribution Plan in CA (66 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (66 participants); asset peers above are excluded.

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 edged up modestly - up 1.3% during 2024, from $15M to $16M. Reported net income was $201K.
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 Lake Forest Country Day School 403(b) Plan in IL ($16M, 153 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 The Waverly School Defined Contribution Plan in CA (66 participants, $9M in assets).