Other · DOL Form 5500 · 2024
Institute of International Education, Inc. Retirement Plan
Data updated 2026-08-25
- $145M
- Total assets Near avg plan size
- 567
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $255,881
- Avg per participant Above avg balance/head
Official DOL plan name: Institute of International Education 403(b) Retirement Plan · Sponsored by Institute of International Education, Inc. · New York · Educational Services
$145M in assets, 567 participants
Institute of International Education, Inc.'s Institute of International Education 403(b) Retirement Plan reported $145M in total assets and 567 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #3,197 in Educational Services (3,638 peers)
Where Institute of International Education 403(b) Retirement Plan sits by assets
Institute of International Education 403(b) Retirement Plan sits in the top 10% of all filed plans by assets, $145M for 567 participants (~$255,881/participant), up 17.7% in 2024.
- #3,197
- in Educational Services (3,638 peers)
- +17.7%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
Institute of International Education 403(b) Retirement Plan's outsized position by total assets
Institute of International Education 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$145,084,584 Top 7% higher than 93% 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
Institute of International Education 403(b) Retirement Plan 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. Institute of International Education 403(b) Retirement Plan sits mid-pack in the medium band (567 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Institute of International Education 403(b) Retirement Plan end-of-year assets rose from $123M in the plan year 2023 filing to $145M in the plan year 2024 filing.
- Institute of International Education 403(b) Retirement Plan reported participants rose from 522 in the plan year 2023 filing to 567 in the plan year 2024 filing.
- Institute of International Education 403(b) Retirement Plan reported net income fell from $23M in the plan year 2023 filing to $22M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 131624046 · Institute of International Education, Inc. PY 2024 · Other
Institute of International Education 403(b) Retirement Plan · $145M · 567 · 93rd
- EBSA $145M
- EBSA 567
- EBSA 93rd
- EBSA Other
- EBSA near Schulte Roth & Zabel LLP Supplemental Retirement Plan
- EBSA ind #3197
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 New York →
Institute of International Education 403(b) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $123M |
|---|---|
| Net Assets (End of Year) | $145M |
| Net Income | $22M |
| Employer EIN | 131624046 |
| Plan Effective Date | 1980-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Institute of International Education, Inc.)
Sponsor-wide plan assets over time
All Institute of International Education, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $145M 44.502091733160874% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 480 | $100M |
| 2023 | 1 | 522 | $123M |
| 2024 | 1 | 567 | $145M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $10.9B · 44,511
- The Mount Sinai Medical Center 403(b) Retirement Plan $9.5B · 46,826
- University of Rochester Retirement Program $8.0B · 30,335
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $6.4B · 22,606
- Retirement Plan for Officers of Columbia University $5.6B · 14,399
Institute of International Education 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Schulte Roth & Zabel LLP Supplemental Retirement Plan in IL ($145M); by covered participants it is Wayside Youth & Family Support Network, Inc. 403(b) Plan in MA (567 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($145M here).
- Schulte Roth & Zabel LLP Supplemental Retirement Plan (IL) $145M · 158
- Whittier College 403(b) Plan (CA) $145M · 413
- Empath Health 403(b) Plan (FL) $145M · 2,528
- Noble and Greenough School Retirement Plan (MA) $145M · 206
Similar participant headcount
Nearest other-state filings by covered participants (567 participants); asset peers above are excluded.
- Wayside Youth & Family Support Network, Inc. 403(b) Plan (MA) 567 · 0 off
- Mount Saint Mary's University 403(b) Retirement Pl (CA) 567 · 0 off
- Lakeview Village, Inc. Employees Retirement Plan (KS) 568 · 1 off
- 403(b) Thrift Plan for Employees of Planned Parenthood North Central States (MN) 566 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.