Other · DOL Form 5500 · 2024
Planetary Science Institute Retirement Plan
Data updated 2026-08-25
- $35M
- Total assets Below avg plan size
- 152
- Participants Small participant base
- 79th
- Percentile by assets National rank
- $227,119
- Avg per participant Above avg balance/head
Official DOL plan name: Planetary Science Institute 403(b) DC and Tda Plan · Sponsored by Planetary Science Institute · Arizona · Professional & Technical Services
$35M in assets, 152 participants
Planetary Science Institute's Planetary Science Institute 403(b) DC and Tda Plan reported $35M in total assets and 152 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.
- #16,075 in Professional & Technical Services (20,173 peers)
Coverage in Arizona
Planetary Science Institute 403(b) DC and Tda Plan covers 152 participants in Arizona, about 27% of the average Arizona filer (state average ~564 per filing). Assets: $35M.
- #16,075
- in Professional & Technical Services (20,173 peers)
- +19.1%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Planetary Science Institute 403(b) DC and Tda Plan's outsized position by total assets
Planetary Science Institute 403(b) DC and Tda Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$34,522,156 Top 21% higher than 79% 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
Planetary Science Institute 403(b) DC and Tda 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. Planetary Science Institute 403(b) DC and Tda Plan sits mid-pack in the medium band (152 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Planetary Science Institute 403(b) DC and Tda Plan end-of-year assets rose from $29M in the plan year 2023 filing to $35M in the plan year 2024 filing.
- Planetary Science Institute 403(b) DC and Tda Plan reported net income rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Planetary Science Institute 403(b) DC and Tda Plan reported participants rose from 146 in the plan year 2023 filing to 152 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 330175263 · Planetary Science Institute PY 2024 · Other
Planetary Science Institute 403(b) DC and Tda Plan · $35M · 152 · 79th
- NET $35M
- NET 152
- NET 79th
- NET Other
- NET near Rippowam Cisqua School 403(b) Plan
- NET ind #16075
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 Professional & Technical Services retirement plans → · Plans in Arizona →
Planetary Science Institute 403(b) DC and Tda Plan in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | $6M |
| Employer EIN | 330175263 |
| Plan Effective Date | 1988-12-05 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Planetary Science Institute)
Sponsor-wide plan assets over time
All Planetary Science Institute plans reported in each filing year
- Latest sponsor-wide plan assets
- $35M 42.41670174607153% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 133 | $24M |
| 2023 | 1 | 146 | $29M |
| 2024 | 1 | 152 | $35M |
Nearby Other Plans in Arizona
Peer Other plans, same state, same plan type, ranked by total assets.
- Honor Health 403(b) Retirement Security Plan $1.2B · 14,781
- Operating Engineers Local 428 Annuity Trust Fund $313M · 7,789
- El Rio Santa Cruz Neighborhood Health Center, Inc. Retirement Plan $180M · 1,976
- Banner Health Employees 403(b) Plan $173M · 11,316
- Kingman Healthcare, Inc. 403(b) Retirement Plan $114M · 1,897
Planetary Science Institute 403(b) DC and Tda Plan's out-of-state Other peers by assets and headcount
Outside Arizona, the nearest Other by assets is Rippowam Cisqua School 403(b) Plan in NY ($35M); by covered participants it is Santa Fe Christian Schools 403(b) Plan in CA (152 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($35M here).
Similar participant headcount
Nearest other-state filings by covered participants (152 participants); asset peers above are excluded.
- Santa Fe Christian Schools 403(b) Plan (CA) 152 · 0 off
- Northpointe Christian School 403(b) Plan (MI) 152 · 0 off
- Children International 403(b) Plan (MO) 152 · 0 off
- Metropolitan Development Council 403(b) Plan (WA) 152 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.