Money Purchase · DOL Form 5500 · 2023

Resources for the Future, Inc. Money Purchase Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
65
Participants Small participant base
81st
Percentile by assets National rank
$543,335
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

$35M in assets, 65 participants

Resources for the Future, Inc.'s Resources for the Future, Inc. 401(a) Retirement reported $35M in total assets and 65 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #2,520 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, $35M for 65 participants (~$543,335/participant), up 6.9% in 2023.

#2,520
in Educational Services (3,735 peers)
+6.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

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

$35,316,763 Top 19% higher than 81% 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

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 (65 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Resources for the Future, Inc. 401(a) Retirement reported net income fell from $5M in the plan year 2022 filing to $2M 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 $35M in the plan year 2023 filing.
  • Resources for the Future, Inc. 401(a) Retirement reported participants rose from 61 in the plan year 2022 filing to 65 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

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

Resources for the Future, Inc. 401(a) Retirement · $35M · 65 · 81st

  • SCH $35M
  • EBSA 65
  • PART 81st
  • TYPE Money Purchase
  • NET near Union Hospital Money Purchase Retirement Plan
  • BOOK ind #2520

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 in the asset neighbourhood

Cambridge University Press Retirement PlanCambridge University Press R…$36MResources for the Future, Inc. 401(a) RetirementResources for the Future, In…$35MUnion Hospital Money Purchase Retirement PlanUnion Hospital Money Purchas…$35MIron Workers Local 451 Annuity FundIron Workers Local 451 Annui…$35MPlumbers, Pipefitters, and Apprentices Local No. 112 Annuity FundPlumbers, Pipefitters, and A…$35M
End-of-year total assets ($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)$33M
Net Assets (End of Year)$35M
Net Income$2M
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 vs. nearby Money Purchase plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -500050010001500 0100200300400 Total assets ($M) Participants Resources for the Future, Inc. 401(a) Retirement, Total assets ($M): 35.316763 · Participants: 65Resources for the Future, Inc. 401(a) RetirementAura, Inc. Money Purchase Pension Plan and Trust, Total assets ($M): 380.629048 · Participants: 1394Aura, Inc. Money Purchase Pension Plan and TrustNas Primary Retirement Plan, Total assets ($M): 366.569472 · Participants: 1056Nas Primary Retirement PlanCarnegie Institution of Washington Retirement Plan, Total assets ($M): 224.631026 · Participants: 555Carnegie Institution of Washington Retirement PlanNational Democratic Institute for International Affairs Money Purchase Pension Plan, Total assets ($M): 56.16659 · Participants: 263National Democratic Institute for International Affairs Money Purchase Pension PlanNfl Players Association Money Purchase Pension Plan and Trust, Total assets ($M): 53.19264 · Participants: 87Nfl Players Association Money Purchase Pension Plan and Trust
Resources for the Future, Inc. 401(a) Retirement vs. nearby Money Purchase plans in District of Columbia, assets vs. participants
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 Union Hospital Money Purchase Retirement Plan in OH ($35M); by covered participants it is Nysa-Ila Medical and Clinical Services Fund Retirement Trust and Plan in NJ (65 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (65 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 Resources for the Future, Inc. 401(a) Retirement assets move in 2023? ▼
Resources for the Future, Inc. 401(a) Retirement grew at a solid clip - up 6.9% during 2023, from $33M to $35M. Reported net income was $2M.
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 81st 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 Union Hospital Money Purchase Retirement Plan in OH ($35M, 943 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 Nysa-Ila Medical and Clinical Services Fund Retirement Trust and Plan in NJ (65 participants, $24M 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.

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.