Profit Sharing
2024 plan-year Profit Sharing DOL Form 5500

Institute of International Education 403(b) Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Institute of International Education, Inc. · New York · Educational Services

What the 2023 filing shows

Institute of International Education 403(b) Retirement Plan holds $145M for 567 participants — about $255,881 per participant, up 17.7% over the 2024 plan year.

$145M
total plan assets (2024 EOY)
567
covered participants
$255,881
avg assets per participant
+17.7%
assets growth YoY
Total Assets (2023)
$145M
Participants
567
State
Industry
Educational Services

What the Filing Says About Institute of International Education 403(b) Retirement Plan

Institute of International Education 403(b) Retirement Plan is a Profit Sharing retirement plan sponsored by Institute of International Education, Inc., headquartered in New York. As of the 2024 Form 5500 filing, the plan reports $145M in total end-of-year assets and covers 567 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 131624046, and the plan has been effective since 1980-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $123M at the beginning of 2024 to $145M at year-end — a gain of 17.7%. Net assets (after liabilities) closed the year at $145M, with reported net income of $22M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$123M
Total Assets (End of Year)$145M
Net Assets (End of Year)$145M
Net Income$22M
Plan TypeProfit Sharing
Employer EIN131624046
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Institute of International Education, Inc.)

Year Plans Participants Total Assets
2022 1 480 $100M
2023 1 522 $123M
2024 1 567 $145M

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Frequently Asked Questions

How much money is in the Institute of International Education 403(b) Retirement Plan?
As of the 2024 Form 5500 filing, Institute of International Education 403(b) Retirement Plan holds $145M in total assets with 567 participants. It is sponsored by Institute of International Education, Inc..
What type of plan is Institute of International Education 403(b) Retirement Plan?
Institute of International Education 403(b) Retirement Plan is a Profit Sharing plan. It has been effective since 1980-01-01. The plan is filed with the U.S. Department of Labor under EIN 131624046.
Who sponsors the Institute of International Education 403(b) Retirement Plan?
Institute of International Education 403(b) Retirement Plan is sponsored by Institute of International Education, Inc., located in New York. The sponsor's EIN is 131624046 and the plan operates in the Educational Services industry.
How did Institute of International Education 403(b) Retirement Plan perform in 2024?
Institute of International Education 403(b) Retirement Plan grew by 17.7% during 2024, moving from $123M to $145M in total assets. Net income was $22M.
Where can I find official filings for Institute of International Education 403(b) Retirement Plan?
Official Form 5500 filings for Institute of International Education 403(b) Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 131624046 or plan name at efast.dol.gov.
How does Institute of International Education 403(b) Retirement Plan compare to other plans?
You can compare Institute of International Education 403(b) Retirement Plan against other Profit Sharing plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 131624046.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.