Money Purchase · DOL Form 5500 · 2024

Peter G. Peterson Institute for International Economics Money Purchase Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
49
Participants Small participant base
74th
Percentile by assets National rank
$509,625
Avg per participant High balance/head
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Official DOL plan name: Retirement Plan for Employees of the Peterson Institute for International Economics · Sponsored by Peter G. Peterson Institute for International Economics · District of Columbia · Other Services

$25M in assets, 49 participants

Peter G. Peterson Institute for International Economics's Retirement Plan for Employees of the Peterson Institute for International Economics reported $25M in total assets and 49 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #6,667 in Other Services (7,719 peers)

Peter G. Peterson Institute for International Economics multi-year trail

Peter G. Peterson Institute for International Economics's plans moved +30.2% in assets from 2022 to 2024; this filing shows Retirement Plan for Employees of the Peterson Institute for International Economics at $25M / 49 participants.

#6,667
in Other Services (7,719 peers)
+12.1%
assets growth YoY

Retirement Plan for Employees of the Peterson Institute for International Economics's outsized position by total assets

Retirement Plan for Employees of the Peterson Institute for International Economics vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$24,971,609 Top 26% higher than 74% of 123,620 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 2024

Retirement Plan for Employees of the Peterson Institute for International Economics among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Employees of the Peterson Institute for International Economics is a small filing (49 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Retirement Plan for Employees of the Peterson Institute for International Economics reported participants rose from 43 in the plan year 2023 filing to 49 in the plan year 2024 filing.
  • Retirement Plan for Employees of the Peterson Institute for International Economics reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Retirement Plan for Employees of the Peterson Institute for International Economics end-of-year assets rose from $22M in the plan year 2023 filing to $25M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 521226967 · Peter G. Peterson Institute for International Economics PY 2024 · Money Purchase

Retirement Plan for Employees of the Peterson Institute for International Economics · $25M · 49 · 74th

  • ASSETS $25M
  • PCT 49
  • EIN 74th
  • RANK Money Purchase
  • PHOTO near Plumbers & Pipefitters Union Local 178 Money Purchase Plan
  • IND ind #6667

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 Other Services retirement plans → · Plans in District of Columbia →

Retirement Plan for Employees of the Peterson Institute for International Economics in the asset neighbourhood

Sherin and Lodgen Plan$25MPlumbers & Pipefitters Union Local 178 Money Purchase PlanPlumbers & Pipefitters Union…$25MRetirement Plan for Employees of the Peterson Institute for International EconomicsRetirement Plan for Employee…$25MLocal 665 I.a.T.S.E. Annuity PlanLocal 665 I.a.T.S.E. Annuity…$25MOregon Health & Science University Foundation Pension PlanOregon Health & Science Univ…$25M
End-of-year total assets ($M) among Retirement Plan for Employees of the Peterson Institute for International Economics and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Peter G. Peterson Institute for International Economics multi-year asset trail

Sponsor-wide plan assets over time

All Peter G. Peterson Institute for International Economics plans reported in each filing year

Latest sponsor-wide plan assets
$25M 30.203904843502592% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $19.2M $25M ▲ +30.2%
Year Plans Participants Total Assets
2022 1 43 $19M
2023 1 43 $22M
2024 1 49 $25M

Peter G. Peterson Institute for International Economics filing trail (2024)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$25M
Net Income$3M
Employer EIN521226967
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in District of Columbia

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Retirement Plan for Employees of the Peterson Institute for International Economics vs. nearby Money Purchase plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 0100200300400500 Total assets ($M) Participants Retirement Plan for Employees of the Peterson Institute for International Economics, Total assets ($M): 24.971609 · Participants: 49Retirement Plan for Employees of the Peterson Institute for International EconomicsAura, Inc. Money Purchase Pension Plan and Trust, Total assets ($M): 428.070601 · Participants: 1531Aura, Inc. Money Purchase Pension Plan and TrustNas Primary Retirement Plan, Total assets ($M): 398.240238 · Participants: 1200Nas Primary Retirement PlanCarnegie Institution of Washington Retirement Plan, Total assets ($M): 241.745972 · Participants: 514Carnegie Institution of Washington Retirement PlanNational Democratic Institute for International Affairs Money Purchase Pension Plan, Total assets ($M): 64.184603 · Participants: 309National Democratic Institute for International Affairs Money Purchase Pension PlanNfl Players Association Money Purchase Pension Plan and Trust, Total assets ($M): 57.231902 · Participants: 99Nfl Players Association Money Purchase Pension Plan and Trust
Retirement Plan for Employees of the Peterson Institute for International Economics vs. nearby Money Purchase plans in District of Columbia, assets vs. participants

Retirement Plan for Employees of the Peterson Institute for International Economics's out-of-state Money Purchase peers by assets and headcount

Outside District of Columbia, the nearest Money Purchase by assets is Plumbers & Pipefitters Union Local 178 Money Purchase Plan in MO ($25M); by covered participants it is The William H. Miner Agricultural Research Institute Pension Plan in NY (49 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (49 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Retirement Plan for Employees of the Peterson Institute for International Economics assets move in 2024? ▼
Retirement Plan for Employees of the Peterson Institute for International Economics grew at a solid clip - up 12.1% during 2024, from $22M to $25M. Reported net income was $3M.
How have Peter G. Peterson Institute for International Economics plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Peter G. Peterson Institute for International Economics's sponsor-wide assets grew 30.2%, from $19M to $25M.
Which Money Purchase plans are similar in size to Retirement Plan for Employees of the Peterson Institute for International Economics? ▼
Among Money Purchase plans in other states, the closest by assets is Plumbers & Pipefitters Union Local 178 Money Purchase Plan in MO ($25M, 303 participants).
Which Money Purchase plans cover a similar participant headcount to Retirement Plan for Employees of the Peterson Institute for International Economics? ▼
Among Money Purchase plans in other states, the closest by covered participants is The William H. Miner Agricultural Research Institute Pension Plan in NY (49 participants, $20M in assets).