Profit Sharing · DOL Form 5500 · 2024
The Aspen Institute Profit Sharing Plan
Data updated 2026-07-24
- $193M
- Total assets
- 555
- Participants
- 94th
- Percentile by assets
- $347,383
- Avg per participant
Official DOL plan name: Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst. · Sponsored by The Aspen Institute · District of Columbia · Other Services
$193M in assets, 555 participants
The Aspen Institute's Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst. reported $193M in total assets and 555 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 116,472 plans)
Coverage in District of Columbia
Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst. covers 555 participants in District of Columbia, about 36% of the average District of Columbia filer (state average ~1,541 per filing). Assets: $193M.
- $193M
- total plan assets (2024 EOY)
- 555
- covered participants
- 94th
- percentile by assets (of 116,472 plans)
- $347,383
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst. reported net income fell from $30M in the plan year 2023 filing to $19M in the plan year 2024 filing.
- Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst. end-of-year assets rose from $173M in the plan year 2023 filing to $193M in the plan year 2024 filing.
- Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst. reported participants rose from 531 in the plan year 2023 filing to 555 in the plan year 2024 filing.
Participants vs District of Columbia filers
In District of Columbia, the average filing covers about 1,541 participants across 821 plans. Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst. reports 555 participants - about 36% of that state average ($193M EOY assets).
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $173M |
|---|---|
| Net Assets (End of Year) | $193M |
| Net Income | $19M |
| Employer EIN | 840399006 |
| Plan Effective Date | 1964-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Aspen Institute)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 506 | $144M |
| 2023 | 1 | 531 | $173M |
| 2024 | 1 | 555 | $193M |
Nearby Profit Sharing Plans in District of Columbia
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst. vs. nearby Profit Sharing plans in District of Columbia, assets vs. participants
- I.a.M. National Plan $972M · 33,236
- Arentfox Schiff Profit Sharing Plan $297M · 708
- Williams & Connolly LLP Profit Sharing Plan and Trust $283M · 702
- World Resources Institute Pension Plan $127M · 684
- Schiff Hardin LLP Professional Retirement Plan I $98M · 185
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst. by total assets, not by location.
- Ufcw Retirement and Savings Plan (NJ) $192M · 18,932
- Pih Health, Inc. 401(a) Plan (CA) $194M · 6,747
- United Union of Roofers - Local 8 Annuity Fund (NY) $191M · 1,806
- The Hoffman Employee Retirement Income Plan (OR) $191M · 634
Frequently Asked Questions
How did Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst. assets move in 2024? ▼
How have The Aspen Institute plan assets changed over time? ▼
Where does Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst. rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst.? ▼
Next read for Tiaa-Cref Retirement Plan for All Employ…
Filing takeaways
Ways to act on Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst.'s numbers.
- By total assets, Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst. ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in District of Columbia. Compare plans
- The Aspen Institute's sponsor-wide assets have grown 34.3% since 2022 across 3 plan years on file. More Other Services plans
Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.
Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 840399006.
Read our methodology - how this data is sourced, computed, and verified.