Money Purchase · DOL Form 5500 · 2024

Resources for the Future, Inc. Money Purchase Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
68
Participants Small participant base
83rd
Percentile by assets National rank
$662,546
Avg per participant High balance/head
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Official DOL plan name: Resources for the Future, Inc. 401(a) Retirement · Sponsored by Resources for the Future, Inc. · District of Columbia · Educational Services

$45M in assets, 68 participants

Resources for the Future, Inc.'s Resources for the Future, Inc. 401(a) Retirement reported $45M in total assets and 68 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #2,544 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, $45M for 68 participants (~$662,546/participant), up 14.0% in 2024.

#2,544
in Educational Services (3,638 peers)
+14.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

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

$45,053,135 Top 17% higher than 83% 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. 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 (68 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 $6M 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 $45M in the plan year 2024 filing.
  • Resources for the Future, Inc. 401(a) Retirement reported participants rose from 65 in the plan year 2023 filing to 68 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

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

Resources for the Future, Inc. 401(a) Retirement · $45M · 68 · 83rd

  • EBSA $45M
  • PART 68
  • TYPE 83rd
  • NET Money Purchase
  • BOOK near Abatement Workers National Defined Contribution Pension Plan
  • VS-ST ind #2544

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

Norton Sound Health Corporation Money Purchase Pension Plan & TrustNorton Sound Health Corporat…$45MGtcr Retirement Plan$45MPlumbers & Steamfitters Local #83 Retirement FundPlumbers & Steamfitters Loca…$45MAbatement Workers National Defined Contribution Pension PlanAbatement Workers National D…$45MResources for the Future, Inc. 401(a) RetirementResources for the Future, In…$45M
End-of-year total assets ($M) among Resources for the Future, Inc. 401(a) Retirement and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$45M
Net Income$6M
Employer EIN530220900
Plan Effective Date1976-10-01
Filing StatusFILING 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
$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

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 Scatter plot of 6 data points. -5000500100015002000 0100200300400500 Total assets ($M) Participants Resources for the Future, Inc. 401(a) Retirement, Total assets ($M): 45.053135 · Participants: 68Resources for the Future, Inc. 401(a) RetirementAura, Inc. Money Purchase Pension Plan and Trust, Total assets ($M): 428.070601 · Participants: 1531Aura, Inc. Money Purchase Pension Plan and TrustNas Primary Retirement Plan, Total assets ($M): 398.240238 · Participants: 1200Nas Primary Retirement PlanCarnegie Institution of Washington Retirement Plan, Total assets ($M): 241.745972 · Participants: 514Carnegie Institution of Washington Retirement PlanNational Democratic Institute for International Affairs Money Purchase Pension Plan, Total assets ($M): 64.184603 · Participants: 309National Democratic Institute for International Affairs Money Purchase Pension PlanNfl Players Association Money Purchase Pension Plan and Trust, Total assets ($M): 57.231902 · Participants: 99Nfl Players Association Money Purchase Pension Plan and Trust
Resources for the Future, Inc. 401(a) Retirement vs. nearby Money Purchase plans in District of Columbia, assets vs. participants

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 Abatement Workers National Defined Contribution Pension Plan in MI ($45M); by covered participants it is Silberline Manufacturing Co., Inc. Pension Plan in PA (69 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. 401(a) Retirement assets move in 2024? ▼
Resources for the Future, Inc. 401(a) Retirement grew at a solid clip - up 14.0% during 2024, from $40M to $45M. Reported net income was $6M.
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.
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 83rd percentile by end-of-year assets among 123,622 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 Abatement Workers National Defined Contribution Pension Plan in MI ($45M, 2,611 participants).
Which Money Purchase plans cover a similar participant headcount to Resources for the Future, Inc. 401(a) Retirement? ▼
Among Money Purchase plans in other states, the closest by covered participants is Silberline Manufacturing Co., Inc. Pension Plan in PA (69 participants, $12M in assets).