Other
2024 plan-year Other DOL Form 5500

Planetary Science Institute 403(b) DC and Tda Plan

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

Sponsored by Planetary Science Institute · Arizona · Professional & Technical Services

What the 2023 filing shows

Planetary Science Institute 403(b) DC and Tda Plan holds $35M for 152 participants — about $227,119 per participant, up 19.1% over the 2024 plan year.

$35M
total plan assets (2024 EOY)
152
covered participants
$227,119
avg assets per participant
+19.1%
assets growth YoY
Total Assets (2023)
$35M
Participants
152
State
Industry
Professional & Technical Services

What the Filing Says About Planetary Science Institute 403(b) DC and Tda Plan

Planetary Science Institute 403(b) DC and Tda Plan is a Other retirement plan sponsored by Planetary Science Institute, headquartered in Arizona. As of the 2024 Form 5500 filing, the plan reports $35M in total end-of-year assets and covers 152 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 330175263, and the plan has been effective since 1988-12-05. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $29M at the beginning of 2024 to $35M at year-end — a gain of 19.1%. Net assets (after liabilities) closed the year at $35M, with reported net income of $6M 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)$29M
Total Assets (End of Year)$35M
Net Assets (End of Year)$35M
Net Income$6M
Plan TypeOther
Employer EIN330175263
Plan Effective Date1988-12-05
Filing StatusFILING RECEIVED

Sponsor Plan History (Planetary Science Institute)

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.

Frequently Asked Questions

How much money is in the Planetary Science Institute 403(b) DC and Tda Plan?
As of the 2024 Form 5500 filing, Planetary Science Institute 403(b) DC and Tda Plan holds $35M in total assets with 152 participants. It is sponsored by Planetary Science Institute.
What type of plan is Planetary Science Institute 403(b) DC and Tda Plan?
Planetary Science Institute 403(b) DC and Tda Plan is a Other plan. It has been effective since 1988-12-05. The plan is filed with the U.S. Department of Labor under EIN 330175263.
Who sponsors the Planetary Science Institute 403(b) DC and Tda Plan?
Planetary Science Institute 403(b) DC and Tda Plan is sponsored by Planetary Science Institute, located in Arizona. The sponsor's EIN is 330175263 and the plan operates in the Professional & Technical Services industry.
How did Planetary Science Institute 403(b) DC and Tda Plan perform in 2024?
Planetary Science Institute 403(b) DC and Tda Plan grew by 19.1% during 2024, moving from $29M to $35M in total assets. Net income was $6M.
Where can I find official filings for Planetary Science Institute 403(b) DC and Tda Plan?
Official Form 5500 filings for Planetary Science Institute 403(b) DC and Tda Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 330175263 or plan name at efast.dol.gov.
How does Planetary Science Institute 403(b) DC and Tda Plan compare to other plans?
You can compare Planetary Science Institute 403(b) DC and Tda Plan against other Other plans on the plan type page, or view plans in Arizona 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 330175263.

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.