Other · DOL Form 5500 · 2024
The Clifton Institute, Inc. Retirement Plan
Data updated 2026-08-25
- $628K
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 19th
- Percentile by assets National rank
- $104,661
- Avg per participant Below avg balance/head
Official DOL plan name: The Clifton Institute, Inc 403(b) DC Plan · Sponsored by The Clifton Institute, Inc. · Virginia · Professional & Technical Services
$628K in assets, 6 participants
The Clifton Institute, Inc.'s The Clifton Institute, Inc 403(b) DC Plan reported $628K in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.
- #2,987 in Professional & Technical Services (20,173 peers)
The Clifton Institute, Inc. multi-year trail
The Clifton Institute, Inc.'s plans moved +38.1% in assets from 2022 to 2024; this filing shows The Clifton Institute, Inc 403(b) DC Plan at $628K / 6 participants.
- #2,987
- in Professional & Technical Services (20,173 peers)
- +16.5%
- assets growth YoY
The Clifton Institute, Inc 403(b) DC Plan among the smaller filed plans by assets
The Clifton Institute, Inc 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$627,968 19th percentile higher than 19% 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
The Clifton Institute, Inc 403(b) DC Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Clifton Institute, Inc 403(b) DC Plan is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Clifton Institute, Inc 403(b) DC Plan end-of-year assets rose from $539K in the plan year 2023 filing to $628K in the plan year 2024 filing.
- The Clifton Institute, Inc 403(b) DC Plan reported participants fell from 7 in the plan year 2023 filing to 6 in the plan year 2024 filing.
- The Clifton Institute, Inc 403(b) DC Plan reported net income rose from $84K in the plan year 2023 filing to $89K in the plan year 2024 filing.
DOL schedule card
Filing strip 521413042 · The Clifton Institute, Inc. PY 2024 · Other
The Clifton Institute, Inc 403(b) DC Plan · $628K · 6 · 19th
- EBSA $628K
- EBSA 6
- EBSA 19th
- EBSA Other
- EBSA near Judson Union 403(b) Plan
- EBSA ind #2987
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 Virginia →
The Clifton Institute, Inc 403(b) DC Plan in the asset neighbourhood
The Clifton Institute, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All The Clifton Institute, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $628K 38.062280694040155% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $455K |
| 2023 | 1 | 7 | $539K |
| 2024 | 1 | 6 | $628K |
The Clifton Institute, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $539K |
|---|---|
| Net Assets (End of Year) | $628K |
| Net Income | $89K |
| Employer EIN | 521413042 |
| Plan Effective Date | 1995-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Virginia
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $5.1B · 12,379
- Sentara 403(b) Savings Plan $3.7B · 28,192
- The George Washington University Supplemental Retirement Plan $1.6B · 8,262
- Institute for Defense Analyses Tax Deferred Annuity Plan $875M · 1,541
- Carilion Clinic 403(b) Retirement Savings Plan $822M · 13,296
The Clifton Institute, Inc 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside Virginia, the nearest Other by assets is Judson Union 403(b) Plan in OH ($629K); by covered participants it is Alliance for African Assistance Plan 403b in CA (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($628K here).
- Judson Union 403(b) Plan (OH) $629K · 113
- Da Elite Group Employee Profit Sharing Plan (401(k) (NV) $629K · 2
- The Community Foundation 403b Pension Plan (CO) $624K · 6
- Klupenger Lumber Vip Profit Sharing Plan (OR) $621K · 3
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.