Profit Sharing · DOL Form 5500 · 2024
The Aspen Institute Profit Sharing Plan
Data updated 2026-08-25
- $193M
- Total assets Near avg plan size
- 555
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $347,383
- Avg per participant High balance/head
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.
- #7,581 in Other Services (7,719 peers)
Coverage in District of Columbia
Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst. covers 555 participants in District of Columbia, about 38% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $193M.
- #7,581
- in Other Services (7,719 peers)
- +11.2%
- assets growth YoY
- 1.9×
- vs typical plan assets (national mean)
Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst.'s outsized position by total assets
Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst. vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$192,797,408 Top 6% higher than 94% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst. among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst. sits mid-pack in the medium band (555 participants).
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.
Plan-year Form 5500 strip
Filing strip 840399006 · The Aspen Institute PY 2024 · Profit Sharing
Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst. · $193M · 555 · 94th
- NET $193M
- BOOK 555
- VS-ST 94th
- BOY Profit Sharing
- SCH near Dtts Profit Sharing Plan
- EBSA ind #7581
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 →
Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst. in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All The Aspen Institute plans reported in each filing year
- Latest sponsor-wide plan assets
- $193M 34.288260145154744% vs 2022
- 2024 filing year
| 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.
- 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
- Kipp DC Retirement Plan $123M · 1,310
Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst.'s out-of-state Profit Sharing peers by assets and headcount
Outside District of Columbia, the nearest Profit Sharing by assets is Dtts Profit Sharing Plan in NY ($193M); by covered participants it is United Cerebral Palsy Savings Plan in GA (554 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($193M here).
- Dtts Profit Sharing Plan (NY) $193M · 125
- 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
Similar participant headcount
Nearest other-state filings by covered participants (555 participants); asset peers above are excluded.
- United Cerebral Palsy Savings Plan (GA) 554 · 1 off
- Fresno Truck Center Profit Sharing Plan (CA) 554 · 1 off
- Collegiate Academies 403(b) Plan (LA) 554 · 1 off
- L.a. Family Housing Retirement Plan (CA) 556 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.