401(k) · DOL Form 5500 · 2023

Institute for Justice 401(k) Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
149
Participants Small participant base
86th
Percentile by assets National rank
$368,298
Avg per participant High balance/head
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Official DOL plan name: Institute for Justice 401(k) Plan · Sponsored by Institute for Justice · Virginia · Professional & Technical Services

$55M in assets, 149 participants

Institute for Justice's Institute for Justice 401(k) Plan reported $55M in total assets and 149 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #17,789 in Professional & Technical Services (20,321 peers)

Coverage in Virginia

Institute for Justice 401(k) Plan covers 149 participants in Virginia, about 19% of the average Virginia filer (state average ~782 per filing). Assets: $55M.

#17,789
in Professional & Technical Services (20,321 peers)
+25.7%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Institute for Justice 401(k) Plan's outsized position by total assets

Institute for Justice 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$54,876,457 Top 14% higher than 86% of 127,068 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 2023

Institute for Justice 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Institute for Justice 401(k) Plan sits mid-pack in the medium band (149 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Institute for Justice 401(k) Plan reported net income rose from $8M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Institute for Justice 401(k) Plan end-of-year assets rose from $44M in the plan year 2022 filing to $55M in the plan year 2023 filing.
  • Institute for Justice 401(k) Plan reported participants rose from 134 in the plan year 2022 filing to 149 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 521744337 · Institute for Justice PY 2023 · 401(k)

Institute for Justice 401(k) Plan · $55M · 149 · 86th

  • PART $55M
  • TYPE 149
  • NET 86th
  • BOOK 401(k)
  • VS-ST near Singer Equipment Co. , Inc. 401(k) Retirement Plan
  • BOY ind #17789

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 Professional & Technical Services retirement plans → · Plans in Virginia →

Institute for Justice 401(k) Plan in the asset neighbourhood

Scientific Components 401(k) PlanScientific Components 401(k)…$55MInstitute for Justice 401(k) PlanInstitute for Justice 401(k)…$55MDonaghy Sales, Inc. 401(k) Profit Sharing PlanDonaghy Sales, Inc. 401(k) P…$55MSinger Equipment Co. , Inc. 401(k) Retirement PlanSinger Equipment Co. , Inc. …$55MMdvip, LLC 401(k) Plan$55M
End-of-year total assets ($M) among Institute for Justice 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$55M
Net Income$11M
Employer EIN521744337
Plan Effective Date1999-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Institute for Justice)

Sponsor-wide plan assets over time

All Institute for Justice plans reported in each filing year

Latest sponsor-wide plan assets
$62M 42.902726302224906% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $43.7M $62.4M ▲ +42.9%
Year Plans Participants Total Assets
2022 1 134 $44M
2023 1 149 $55M
2024 1 154 $62M

Nearby 401(k) Plans in Virginia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Institute for Justice 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Institute for Justice 401(k) Plan, Total assets ($B): 0.054876457 · Participants: 149Institute for Justice 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Institute for Justice 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants

Institute for Justice 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Singer Equipment Co. , Inc. 401(k) Retirement Plan in PA ($55M); by covered participants it is Mariner Wealth Advisors Pooled Employer Plan in FL (149 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($55M here).

Similar participant headcount

Nearest other-state filings by covered participants (149 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Institute for Justice 401(k) Plan assets move in 2023?
Institute for Justice 401(k) Plan grew sharply - up 25.7% during 2023, from $44M to $55M. Reported net income was $11M.
How have Institute for Justice plan assets changed over time?
Across 3 plan years on file (2022-2024), Institute for Justice's sponsor-wide assets grew 42.9%, from $44M to $62M.
Where does Institute for Justice 401(k) Plan rank by assets among Form 5500 filers?
Institute for Justice 401(k) Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Institute for Justice 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Singer Equipment Co. , Inc. 401(k) Retirement Plan in PA ($55M, 691 participants).
Which 401(k) plans cover a similar participant headcount to Institute for Justice 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Mariner Wealth Advisors Pooled Employer Plan in FL (149 participants, $1M in assets).