Money Purchase · DOL Form 5500 · 2024

Resources for the Future, Inc. Money Purchase Plan

Data updated 2026-08-06

$38M
Total assets: 65
Participants: 81st
Percentile by assets: $583,025
Avg per participant

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.

81st percentile by assets (of 116,472 plans)
#1,934 in Educational Services (2,960 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.

$38M
total plan assets (2024 EOY): 65
covered participants: 81st
percentile by assets (of 116,472 plans): $583,025
avg assets per participant

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 reported net income fell from -$1M in the plan year 2023 filing to -$7M in the plan year 2024 filing.
Resources for the Future, Inc. 401(a) Retirement reported participants rose from 60 in the plan year 2023 filing to 65 in the plan year 2024 filing.
Resources for the Future, Inc. 401(a) Retirement end-of-year assets rose from $37M in the plan year 2023 filing to $38M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

District of Columbia

Industry

Educational Services

Resources for the Future, Inc. 401(a) Retirement vs the 2024 asset distribution

By assets, Resources for the Future, Inc. 401(a) Retirement outranks 81% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.4x the national average plan size of $100M (730 average participants).

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.)

Total plan assets by year, all Resources for the Future, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	2	130	$60M
2023	6	370	$213M
2024	7	462	$190M

Nearby Money Purchase Plans in District of Columbia

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

Resources for the Future, Inc. 401(a) Retirement vs. nearby Money Purchase plans in District of Columbia, assets vs. participants

Aura, Inc. Money Purchase Pension Plan and Trust $428M · 1,531
Nas Primary Retirement Plan $398M · 1,200
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 $45M · 68

Compare Resources for the Future, Inc. 401(a) Re… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Resources for the Future, Inc. 401(a) Retirement by total assets, not by location.

Nysa-Ppgu Money Purchase Pension Fund & Plan (NJ) $38M · 466
Carpenters Local Union No 491 Annuity Plan (MD) $37M · 1,064
International Brotherhood of Electrical Workers Local Union #756 Pension Fund (FL) $37M · 302
Money Purchase Retirement Plan of U.a. Local 716 (CT) $37M · 340

Frequently Asked Questions

How did Resources for the Future, Inc. 401(a) Retirement assets move in 2024? ▼

Resources for the Future, Inc. 401(a) Retirement declined sharply - down 15.9% during 2024, from $45M to $38M. Reported net income was -$7M.

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 214.8%, from $60M to $190M.

Where does Resources for the Future, Inc. 401(a) Retirement rank by assets among Form 5500 filers? ▼

Resources for the Future, Inc. 401(a) Retirement ranks in the 81st percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which Money Purchase plans are similar in size to Resources for the Future, Inc. 401(a) Retirement? ▼

Among Money Purchase plans in other states, the closest by assets is Nysa-Ppgu Money Purchase Pension Fund & Plan in NJ ($38M, 466 participants).

Next read for Resources for the Future, Inc. 401(a) Re…

Scale reading

Ways to act on Resources for the Future, Inc. 401(a) Retirement's numbers.

By total assets, Resources for the Future, Inc. 401(a) Retirement ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Money Purchase plans in District of Columbia. Compare plans
Resources for the Future, Inc.'s sponsor-wide assets have grown 214.8% since 2022 across 3 plan years on file. More Educational Services plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 530220900.