Other · DOL Form 5500 · 2023
National Bureau of Economic Research, Inc. Retirement Plan
Data updated 2026-08-25
- $114M
- Total assets Near avg plan size
- 612
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $186,234
- Avg per participant Above avg balance/head
Official DOL plan name: National Bureau of Economic Research Money Purchase Pension Plan · Sponsored by National Bureau of Economic Research, Inc. · Massachusetts · Professional & Technical Services
$114M in assets, 612 participants
National Bureau of Economic Research, Inc.'s National Bureau of Economic Research Money Purchase Pension Plan reported $114M in total assets and 612 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #18,956 in Professional & Technical Services (20,321 peers)
Where National Bureau of Economic Research Money Purchase Pension Plan sits by assets
National Bureau of Economic Research Money Purchase Pension Plan sits in the top 10% of all filed plans by assets, $114M for 612 participants (~$186,234/participant), up 16.1% in 2023.
- #18,956
- in Professional & Technical Services (20,321 peers)
- +16.1%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
National Bureau of Economic Research Money Purchase Pension Plan's outsized position by total assets
National Bureau of Economic Research Money Purchase Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$113,975,410 Top 8% higher than 92% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
National Bureau of Economic Research Money Purchase Pension 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. National Bureau of Economic Research Money Purchase Pension Plan sits mid-pack in the medium band (612 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- National Bureau of Economic Research Money Purchase Pension Plan reported net income rose from $12M in the plan year 2022 filing to $16M in the plan year 2023 filing.
- National Bureau of Economic Research Money Purchase Pension Plan end-of-year assets rose from $98M in the plan year 2022 filing to $114M in the plan year 2023 filing.
- National Bureau of Economic Research Money Purchase Pension Plan reported participants rose from 582 in the plan year 2022 filing to 612 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 131641075 · National Bureau of Economic Research, Inc. PY 2023 · Other
National Bureau of Economic Research Money Purchase Pension Plan · $114M · 612 · 92nd
- SCH $114M
- EBSA 612
- PART 92nd
- TYPE Other
- NET near Uva Physicians Group Voluntary Tax-Deferred Savings Plan
- BOOK ind #18956
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 Massachusetts →
National Bureau of Economic Research Money Purchase Pension Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $98M |
|---|---|
| Net Assets (End of Year) | $114M |
| Net Income | $16M |
| Employer EIN | 131641075 |
| Plan Effective Date | 1982-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (National Bureau of Economic Research, Inc.)
Sponsor-wide plan assets over time
All National Bureau of Economic Research, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $162M 25.011598873024315% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 672 | $130M |
| 2023 | 2 | 681 | $149M |
| 2024 | 2 | 689 | $162M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.7B · 11,980
- Harvard University Tax Deferred Annuity Plan $3.8B · 21,064
- Boston University Retirement Plan $2.8B · 8,130
- Beth Israel Deaconess Medical Center Voluntary 403(b) Plan $2.4B · 13,981
- Northeastern University Retirement Plan $2.3B · 8,553
National Bureau of Economic Research Money Purchase Pension Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Uva Physicians Group Voluntary Tax-Deferred Savings Plan in VA ($114M); by covered participants it is North Country Health System, Inc. Contributory Tax Sheltered Retirement Plan in VT (612 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($114M here).
Similar participant headcount
Nearest other-state filings by covered participants (612 participants); asset peers above are excluded.
- North Country Health System, Inc. Contributory Tax Sheltered Retirement Plan (VT) 612 · 0 off
- Family Health West 403b Plan (CO) 613 · 1 off
- Capital Hospice 403(b) Retirement Plan (VA) 613 · 1 off
- St. John Fisher University Retirement Plan (NY) 610 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.