401(k) · DOL Form 5500 · 2024

The Institute of International Finance, Inc. 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
63
Participants Small participant base
81st
Percentile by assets National rank
$634,569
Avg per participant High balance/head
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Official DOL plan name: I I F Retirement Plan · Sponsored by The Institute of International Finance, Inc. · District of Columbia · Other Services

$40M in assets, 63 participants

The Institute of International Finance, Inc.'s I I F Retirement Plan reported $40M in total assets and 63 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #7,040 in Other Services (7,719 peers)

Where I I F Retirement Plan sits by assets

I I F Retirement Plan sits in the top quartile of all filed plans by assets, $40M for 63 participants (~$634,569/participant), up 13.5% in 2024.

#7,040
in Other Services (7,719 peers)
+13.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

I I F Retirement Plan's outsized position by total assets

I I F Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$39,977,854 Top 19% higher than 81% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

I I F Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. I I F Retirement Plan is a small filing (63 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • I I F Retirement Plan end-of-year assets rose from $35M in the plan year 2023 filing to $40M in the plan year 2024 filing.
  • I I F Retirement Plan reported net income fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • I I F Retirement Plan reported participants fell from 64 in the plan year 2023 filing to 63 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 521289843 · The Institute of International Finance, Inc. PY 2024 · 401(k)

I I F Retirement Plan · $40M · 63 · 81st

  • RANK $40M
  • PHOTO 63
  • IND 81st
  • EOY 401(k)
  • 5500 near The Fisher Barton Group Retirement Plan
  • ASSETS ind #7040

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 Other Services retirement plans → · Plans in District of Columbia →

I I F Retirement Plan in the asset neighbourhood

I I F Retirement Plan$40MThe Fisher Barton Group Retirement PlanThe Fisher Barton Group Reti…$40MLatrobe Company 401(k) Retirement PlanLatrobe Company 401(k) Retir…$40MMxr Imaging, Inc. 401(k) Profit Sharing PlanMxr Imaging, Inc. 401(k) Pro…$40MFenix Parts, Inc. 401(k) Retirement Savings PlanFenix Parts, Inc. 401(k) Ret…$40M
End-of-year total assets ($M) among I I F Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$40M
Net Income$5M
Employer EIN521289843
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Institute of International Finance, Inc.)

Sponsor-wide plan assets over time

All The Institute of International Finance, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 32.79049729688075% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $30.1M $40M ▲ +32.8%
Year Plans Participants Total Assets
2022 1 69 $30M
2023 1 64 $35M
2024 1 63 $40M

Nearby 401(k) Plans in District of Columbia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

I I F Retirement Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants I I F Retirement Plan, Total assets ($B): 0.039977854 · Participants: 63I I F Retirement PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 6.46217777 · Participants: 23090Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 6.227697332 · Participants: 30641Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 4.602350192 · Participants: 8108Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.487396082 · Participants: 4201Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.905912868 · Participants: 1973Hogan Lovells US LLP Retirement Savings Plan
I I F Retirement Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare I I F Retirement Plan side-by-side with 3 peers →

I I F Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is The Fisher Barton Group Retirement Plan in WI ($40M); by covered participants it is Democratic Party of Wisconsin 401(k) Profit Sharing Plan & Trust in WI (63 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (63 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.

Frequently Asked Questions

How did I I F Retirement Plan assets move in 2024? ▼
I I F Retirement Plan grew at a solid clip - up 13.5% during 2024, from $35M to $40M. Reported net income was $5M.
How have The Institute of International Finance, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Institute of International Finance, Inc.'s sponsor-wide assets grew 32.8%, from $30M to $40M.
Where does I I F Retirement Plan rank by assets among Form 5500 filers? ▼
I I F Retirement Plan ranks in the 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to I I F Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Fisher Barton Group Retirement Plan in WI ($40M, 545 participants).
Which 401(k) plans cover a similar participant headcount to I I F Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Democratic Party of Wisconsin 401(k) Profit Sharing Plan & Trust in WI (63 participants, $678K in assets).

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 521289843.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.