Money Purchase · DOL Form 5500 · 2024
Resources for the Future, Inc. Money Purchase Plan
Data updated 2026-08-25
- $38M
- Total assets Below avg plan size
- 65
- Participants Small participant base
- 81st
- Percentile by assets National rank
- $583,025
- Avg per participant High balance/head
Official DOL plan name: Resources for the Future, Inc. 401(a) Retirement · Sponsored by Resources for the Future, Inc. · District of Columbia · Educational Services
$38M in assets, 65 participants
Resources for the Future, Inc.'s Resources for the Future, Inc. 401(a) Retirement reported $38M in total assets and 65 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.
- #2,426 in Educational Services (3,638 peers)
Where Resources for the Future, Inc. 401(a) Retirement sits by assets
Resources for the Future, Inc. 401(a) Retirement sits in the top quartile of all filed plans by assets, $38M for 65 participants (~$583,025/participant), down 15.9% in 2024.
- #2,426
- in Educational Services (3,638 peers)
- -15.9%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Resources for the Future, Inc. 401(a) Retirement's outsized position by total assets
Resources for the Future, Inc. 401(a) Retirement vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$37,896,612 Top 19% higher than 81% of 123,620 filed plans
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. 401(a) 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. 401(a) 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. 401(a) Retirement reported net income fell from $8M in the plan year 2023 filing to -$7M in the plan year 2024 filing.
- Resources for the Future, Inc. 401(a) Retirement end-of-year assets fell from $50M in the plan year 2023 filing to $38M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 530220900 · Resources for the Future, Inc. PY 2024 · Money Purchase
Resources for the Future, Inc. 401(a) Retirement · $38M · 65 · 81st
- VS-ST $38M
- VS-ST 65
- VS-ST 81st
- VS-ST Money Purchase
- VS-ST near Nysa-Ppgu Money Purchase Pension Fund & Plan
- VS-ST ind #2426
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. 401(a) Retirement in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $45M |
|---|---|
| Net Assets (End of Year) | $38M |
| Net Income | -$7M |
| Employer EIN | 530220900 |
| Plan Effective Date | 1976-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Resources for the Future, Inc.)
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 130 | $60M |
| 2023 | 6 | 370 | $213M |
| 2024 | 9 | 602 | $260M |
Nearby Money Purchase Plans in District of Columbia
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Aura, Inc. Money Purchase Pension Plan and Trust $428M · 1,531
- Nas Primary Retirement Plan $398M · 1,200
- Carnegie Institution of Washington Retirement Plan $242M · 514
- National Democratic Institute for International Affairs Money Purchase Pension Plan $64M · 309
- Nfl Players Association Money Purchase Pension Plan and Trust $57M · 99
Resources for the Future, Inc. 401(a) Retirement's out-of-state Money Purchase peers by assets and headcount
Outside District of Columbia, the nearest Money Purchase by assets is Nysa-Ppgu Money Purchase Pension Fund & Plan in NJ ($38M); by covered participants it is Pvs Chemical Solutions Money Purchase Pension Plan in MI (65 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($38M here).
Similar participant headcount
Nearest other-state filings by covered participants (65 participants); asset peers above are excluded.
- Pvs Chemical Solutions Money Purchase Pension Plan (MI) 65 · 0 off
- Racine Painters & Allied Trades Union Local 108 & Assoc Union Pension Plan (WI) 65 · 0 off
- Roseland Community Hospital Employees' Pension Plan (IL) 65 · 0 off
- LP Transportation, Inc. Money Purchase Pension Plan for Non Union Employees (NY) 66 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.