Other · DOL Form 5500 · 2024
American Enterprise Institute Retirement Plan
Data updated 2026-08-25
- $100M
- Total assets Near avg plan size
- 360
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $278,502
- Avg per participant High balance/head
Official DOL plan name: Retirement Plan for American Enterprise Institute for Public Policy Research · Sponsored by American Enterprise Institute · District of Columbia · Educational Services
$100M in assets, 360 participants
American Enterprise Institute's Retirement Plan for American Enterprise Institute for Public Policy Research reported $100M in total assets and 360 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- #3,029 in Educational Services (3,638 peers)
Coverage in District of Columbia
Retirement Plan for American Enterprise Institute for Public Policy Research covers 360 participants in District of Columbia, about 25% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $100M.
- #3,029
- in Educational Services (3,638 peers)
- +9.1%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Retirement Plan for American Enterprise Institute for Public Policy Research's outsized position by total assets
Retirement Plan for American Enterprise Institute for Public Policy Research vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$100,260,552 Top 10% higher than 90% 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
Retirement Plan for American Enterprise Institute for Public Policy Research 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. Retirement Plan for American Enterprise Institute for Public Policy Research sits mid-pack in the medium band (360 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Retirement Plan for American Enterprise Institute for Public Policy Research reported net income fell from $10M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Retirement Plan for American Enterprise Institute for Public Policy Research end-of-year assets rose from $92M in the plan year 2023 filing to $100M in the plan year 2024 filing.
- Retirement Plan for American Enterprise Institute for Public Policy Research reported participants rose from 351 in the plan year 2023 filing to 360 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 530218495 · American Enterprise Institute PY 2024 · Other
Retirement Plan for American Enterprise Institute for Public Policy Research · $100M · 360 · 90th
- RANK $100M
- RANK 360
- RANK 90th
- RANK Other
- RANK near Medcentral Health System Employees' Retirement Plan
- RANK ind #3029
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 →
Retirement Plan for American Enterprise Institute for Public Policy Research in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $92M |
|---|---|
| Net Assets (End of Year) | $100M |
| Net Income | $8M |
| Employer EIN | 530218495 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (American Enterprise Institute)
Sponsor-wide plan assets over time
All American Enterprise Institute plans reported in each filing year
- Latest sponsor-wide plan assets
- $100M 21.717369453741135% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 331 | $82M |
| 2023 | 1 | 351 | $92M |
| 2024 | 1 | 360 | $100M |
Nearby Other Plans in District of Columbia
Peer Other plans, same state, same plan type, ranked by total assets.
- Int'l Brotherhood of Electrical Workers' Pension Benefit Fund $2.8B · 450,729
- Georgetown University Defined Contribution Retirement Plan $2.5B · 4,882
- American University Defined Contribution Retirement Plan $1.4B · 5,480
- Howard University Savings Plan $1.2B · 6,543
- Georgetown University Voluntary Contribution Retirement Plan $979M · 14,512
Retirement Plan for American Enterprise Institute for Public Policy Research's out-of-state Other peers by assets and headcount
Outside District of Columbia, the nearest Other by assets is Medcentral Health System Employees' Retirement Plan in OH ($100M); by covered participants it is University of Jamestown 403(b) DC Plan in ND (360 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($100M here).
- Medcentral Health System Employees' Retirement Plan (OH) $100M · 1,138
- Gurwin Tax Deferred Annuity Plan (NY) $100M · 860
- Mercy University Tax Deferred Annuity Plan (NY) $100M · 1,918
- Gettysburg College Tax Deferred Annuity Plan (PA) $100M · 656
Similar participant headcount
Nearest other-state filings by covered participants (360 participants); asset peers above are excluded.
- University of Jamestown 403(b) DC Plan (ND) 360 · 0 off
- Mdrc Savings Plan (NY) 360 · 0 off
- Holy Angels, Inc. 403(b) Retirement Savings Plan (NC) 360 · 0 off
- Notre Dame Health Care Center, Inc. 403(b) Savings Plan (MA) 360 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.