Money Purchase · DOL Form 5500 · 2023
Resources for the Future, Inc. Money Purchase Plan
Data updated 2026-08-25
- $50M
- Total assets Below avg plan size
- 65
- Participants Small participant base
- 86th
- Percentile by assets National rank
- $774,532
- Avg per participant High balance/head
Official DOL plan name: Resources for the Future, Inc. 401(a) Retirement Plan · Sponsored by Resources for the Future, Inc. · District of Columbia · Educational Services
$50M in assets, 65 participants
Resources for the Future, Inc.'s Resources for the Future, Inc. 401(a) Retirement Plan reported $50M in total assets and 65 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.
- #2,774 in Educational Services (3,735 peers)
Where Resources for the Future, Inc. 401(a) Retirement Plan sits by assets
Resources for the Future, Inc. 401(a) Retirement Plan sits in the top quartile of all filed plans by assets, $50M for 65 participants (~$774,532/participant), up 18.1% in 2023.
- #2,774
- in Educational Services (3,735 peers)
- +18.1%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Resources for the Future, Inc. 401(a) Retirement Plan's outsized position by total assets
Resources for the Future, Inc. 401(a) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$50,344,563 Top 14% higher than 86% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Resources for the Future, Inc. 401(a) Retirement Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Resources for the Future, Inc. 401(a) Retirement Plan is a small filing (65 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Resources for the Future, Inc. 401(a) Retirement Plan reported net income rose from $5M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Resources for the Future, Inc. 401(a) Retirement Plan end-of-year assets rose from $43M in the plan year 2022 filing to $50M in the plan year 2023 filing.
- Resources for the Future, Inc. 401(a) Retirement Plan reported participants rose from 61 in the plan year 2022 filing to 65 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 530220900 · Resources for the Future, Inc. PY 2023 · Money Purchase
Resources for the Future, Inc. 401(a) Retirement Plan · $50M · 65 · 86th
- NET $50M
- NET 65
- NET 86th
- NET Money Purchase
- NET near Calportland Money Purchase Pension Plan for Hourly Employees
- NET ind #2774
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 District of Columbia →
Resources for the Future, Inc. 401(a) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $43M |
|---|---|
| Net Assets (End of Year) | $50M |
| Net Income | $8M |
| Employer EIN | 530220900 |
| Plan Effective Date | 1976-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Resources for the Future, Inc.)
Sponsor-wide plan assets over time
All Resources for the Future, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $260M 331.0210511061355% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 130 | $60M |
| 2023 | 6 | 370 | $213M |
| 2024 | 9 | 602 | $260M |
Nearby Money Purchase Plans in District of Columbia
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Aura, Inc. Money Purchase Pension Plan and Trust $381M · 1,394
- Nas Primary Retirement Plan $367M · 1,056
- Carnegie Institution of Washington Retirement Plan $225M · 555
- National Democratic Institute for International Affairs Money Purchase Pension Plan $56M · 263
- Nfl Players Association Money Purchase Pension Plan and Trust $53M · 87
Resources for the Future, Inc. 401(a) Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside District of Columbia, the nearest Money Purchase by assets is Calportland Money Purchase Pension Plan for Hourly Employees in CA ($50M); by covered participants it is Nysa-Ila Medical and Clinical Services Fund Retirement Trust and Plan in NJ (65 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($50M here).
- Calportland Money Purchase Pension Plan for Hourly Employees (CA) $50M · 726
- Valley View Hospital Money Purchase Plan (CO) $51M · 1,023
- Verrill Dana LLP Pension Plan (ME) $50M · 217
- I.a.H.F.I.a.W. Local No. 32 - Annuity Fund (NJ) $51M · 628
Similar participant headcount
Nearest other-state filings by covered participants (65 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.