Other · DOL Form 5500 · 2023
National Bureau of Economic Research, Inc. Retirement Plan
Data updated 2026-08-11
- $114M
- Total assets
- 612
- Participants
- 92nd
- Percentile by assets
- $186,234
- Avg per participant
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.
- 92nd percentile by assets (of 127,072 plans)
- #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.
- $114M
- total plan assets (2023 EOY)
- 612
- covered participants
- 92nd
- percentile by assets (of 127,072 plans)
- $186,234
- avg assets per participant
Where National Bureau of Economic Research Money Purchase Pension Plan sits 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
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.
National Bureau of Economic Research Money Purchase Pension Plan vs the 2023 asset distribution
By assets, National Bureau of Economic Research Money Purchase Pension Plan outranks 92% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.1x the national average plan size of $100M (721 average participants).
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.)
| 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.
National Bureau of Economic Research Money Purchase Pension Plan vs. nearby Other plans in Massachusetts, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to National Bureau of Economic Research Money Purchase Pension Plan by total assets, not by location.
Frequently Asked Questions
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Ways to act on National Bureau of Economic Research Money Purchase Pension Plan's numbers.
- By total assets, National Bureau of Economic Research Money Purchase Pension Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
- National Bureau of Economic Research, Inc.'s sponsor-wide assets have grown 25.0% since 2022 across 3 plan years on file. More Professional & Technical Services plans