Money Purchase · DOL Form 5500 · 2022

Resources for the Future, Inc. Money Purchase Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
61
Participants Small participant base
87th
Percentile by assets National rank
$699,067
Avg per participant High balance/head
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Official DOL plan name: Resources for the Future, Inc. 401(a) Retirement Plan · Sponsored by Resources for the Future, Inc. · District of Columbia · Educational Services

$43M in assets, 61 participants

Resources for the Future, Inc.'s Resources for the Future, Inc. 401(a) Retirement Plan reported $43M in total assets and 61 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #3,028 in Educational Services (4,024 peers)

Where Resources for the Future, Inc. 401(a) Retirement Plan sits by assets

Resources for the Future, Inc. 401(a) Retirement Plan sits in the top quartile of all filed plans by assets, $43M for 61 participants (~$699,067/participant), up 12.5% in 2022.

#3,028
in Educational Services (4,024 peers)
+12.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Resources for the Future, Inc. 401(a) Retirement Plan's outsized position by total assets

Resources for the Future, Inc. 401(a) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$42,643,059 Top 13% higher than 87% of 139,123 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 2022

Resources for the Future, Inc. 401(a) Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Resources for the Future, Inc. 401(a) Retirement Plan is a small filing (61 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 530220900 · Resources for the Future, Inc. PY 2022 · Money Purchase

Resources for the Future, Inc. 401(a) Retirement Plan · $43M · 61 · 87th

  • NET $43M
  • NET 61
  • NET 87th
  • NET Money Purchase
  • NET near Goodwill Industries of Southeastern Wisconsin, Inc. Employee Money Accumulation Plan
  • NET ind #3028

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 Plan in the asset neighbourhood

Retirement Plan for Employees of Island Peer Review Organization, Inc.Retirement Plan for Employee…$43MBoston Plasterers & Cement Masons Local 534 Deferred Income PlanBoston Plasterers & Cement M…$43MGoodwill Industries of Southeastern Wisconsin, Inc. Employee Money Accumulation PlanGoodwill Industries of South…$43MResources for the Future, Inc. 401(a) Retirement PlanResources for the Future, In…$43MCalportland Money Purchase Pension Plan for Hourly EmployeesCalportland Money Purchase P…$42M
End-of-year total assets ($M) among Resources for the Future, Inc. 401(a) Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$43M
Net Income$5M
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 Plan vs. nearby Money Purchase plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -500050010001500 0100200300400 Total assets ($M) Participants Resources for the Future, Inc. 401(a) Retirement Plan, Total assets ($M): 42.643059 · Participants: 61Resources for the Future, Inc. 401(a) Retirement PlanAura, Inc. Money Purchase Pension Plan and Trust, Total assets ($M): 327.810118 · Participants: 1377Aura, Inc. Money Purchase Pension Plan and TrustNas Primary Retirement Plan, Total assets ($M): 326.300008 · Participants: 900Nas Primary Retirement PlanCarnegie Institution of Washington Retirement Plan, Total assets ($M): 204.056117 · Participants: 494Carnegie Institution of Washington Retirement PlanNational Democratic Institute for International Affairs Money Purchase Pension Plan, Total assets ($M): 45.519282 · Participants: 348National Democratic Institute for International Affairs Money Purchase Pension PlanNfl Players Association Money Purchase Pension Plan and Trust, Total assets ($M): 42.730819 · Participants: 77Nfl Players Association Money Purchase Pension Plan and Trust
Resources for the Future, Inc. 401(a) Retirement Plan vs. nearby Money Purchase plans in District of Columbia, assets vs. participants
Compare Resources for the Future, Inc. 401(a) Retirement Plan side-by-side with 3 peers →

Resources for the Future, Inc. 401(a) Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside District of Columbia, the nearest Money Purchase by assets is Goodwill Industries of Southeastern Wisconsin, Inc. Employee Money Accumulation Plan in WI ($43M); by covered participants it is Robinson Terrace Money Purchase Plan in NY (61 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (61 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. 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 Plan assets move in 2022? ▼
Resources for the Future, Inc. 401(a) Retirement Plan grew at a solid clip - up 12.5% during 2022, from $38M to $43M. Reported net income was $5M.
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 Plan rank by assets among Form 5500 filers? ▼
Resources for the Future, Inc. 401(a) Retirement Plan ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (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 Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Goodwill Industries of Southeastern Wisconsin, Inc. Employee Money Accumulation Plan in WI ($43M, 1,779 participants).
Which Money Purchase plans cover a similar participant headcount to Resources for the Future, Inc. 401(a) Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Robinson Terrace Money Purchase Plan in NY (61 participants, $301K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

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

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.