Money Purchase · DOL Form 5500 · 2023

Resources for the Future, Inc. Money Purchase Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size: 60
Participants Small participant base: 82nd
Percentile by assets National rank: $618,019
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

$37M in assets, 60 participants

Resources for the Future, Inc.'s Resources for the Future, Inc. 401(a) Retirement reported $37M in total assets and 60 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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 (3,735 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, $37M for 60 participants (~$618,019/participant), down 2.7% in 2023.

#2,544
in Educational Services (3,735 peers): -2.7%
assets change YoY: 0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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 2023 · DOL Form 5500

$37,081,165 Top 18% higher than 82% 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

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

Plan-year 2023 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 (60 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Resources for the Future, Inc. 401(a) Retirement reported net income fell from $5M in the plan year 2022 filing to -$1M in the plan year 2023 filing.
Resources for the Future, Inc. 401(a) Retirement end-of-year assets fell from $43M in the plan year 2022 filing to $37M in the plan year 2023 filing.
Resources for the Future, Inc. 401(a) Retirement reported participants fell from 61 in the plan year 2022 filing to 60 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 530220900 · Resources for the Future, Inc. PY 2023 · Money Purchase

Resources for the Future, Inc. 401(a) Retirement · $37M · 60 · 82nd

IND $37M
IND 60
IND 82nd
IND Money Purchase
IND near Charlesbank Capital Partners, LLC Money Purchase Pension Plan
IND 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 →

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 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$38M
Net Assets (End of Year)	$37M
Net Income	-$1M
Employer EIN	530220900
Plan Effective Date	1976-10-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Resources for the Future, Inc.)

Latest sponsor-wide plan assets: $260M 331.0210511061355% vs 2022; 2024 filing year

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

Aura, Inc. Money Purchase Pension Plan and Trust $381M · 1,394
Nas Primary Retirement Plan $367M · 1,056
Carnegie Institution of Washington Retirement Plan $225M · 555
National Democratic Institute for International Affairs Money Purchase Pension Plan $56M · 263
Nfl Players Association Money Purchase Pension Plan and Trust $53M · 87

Compare Resources for the Future, Inc. 401(a) Retirement side-by-side with 3 peers →

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 Charlesbank Capital Partners, LLC Money Purchase Pension Plan in MA ($37M); by covered participants it is Eckerd Youth Alternatives, Inc. Retirement Plan in FL (60 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($37M here).

Charlesbank Capital Partners, LLC Money Purchase Pension Plan (MA) $37M · 142
New Jersey Institute for Disabilities Retirement Plan (NJ) $37M · 291
N.E.L. Corporation Money Purchase Pension Plan (MA) $37M · 128
I.B.E.W. Local 300 - Unit 1 Pension Plan (VT) $37M · 167

Similar participant headcount

Nearest other-state filings by covered participants (60 participants); asset peers above are excluded.

Eckerd Youth Alternatives, Inc. Retirement Plan (FL) 60 · 0 off
Emmett L. Goodman, Jr. Profit Sharing Trust (GA) 61 · 1 off
Ramsey Clinic & Ramsey Foundation Employees Pension Plan (MN) 59 · 1 off
Shadwell Farm Retirement Plan (KY) 59 · 1 off

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 Resources for the Future, Inc. 401(a) Retirement assets move in 2023? ▼

Resources for the Future, Inc. 401(a) Retirement edged down modestly - down 2.7% during 2023, from $38M to $37M. Reported net income was -$1M.

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 82nd 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 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 Charlesbank Capital Partners, LLC Money Purchase Pension Plan in MA ($37M, 142 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 Eckerd Youth Alternatives, Inc. Retirement Plan in FL (60 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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