Other · DOL Form 5500 · 2024
National Bureau of Economic Research, Inc. Retirement Plan
Data updated 2026-08-25
- $38M
- Total assets Below avg plan size
- 65
- Participants Small participant base
- 81st
- Percentile by assets National rank
- $582,851
- Avg per participant High balance/head
Official DOL plan name: National Bureau of Economic Research, Inc. Tax-Def · Sponsored by National Bureau of Economic Research, Inc. · Massachusetts · Professional & Technical Services
$38M in assets, 65 participants
National Bureau of Economic Research, Inc.'s National Bureau of Economic Research, Inc. Tax-Def reported $38M in total assets and 65 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.
- #16,369 in Professional & Technical Services (20,173 peers)
Where National Bureau of Economic Research, Inc. Tax-Def sits by assets
National Bureau of Economic Research, Inc. Tax-Def sits in the top quartile of all filed plans by assets, $38M for 65 participants (~$582,851/participant), up 7.9% in 2024.
- #16,369
- in Professional & Technical Services (20,173 peers)
- +7.9%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
National Bureau of Economic Research, Inc. Tax-Def's outsized position by total assets
National Bureau of Economic Research, Inc. Tax-Def vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$37,885,294 Top 19% higher than 81% 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
National Bureau of Economic Research, Inc. Tax-Def among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. National Bureau of Economic Research, Inc. Tax-Def is a small filing (65 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- National Bureau of Economic Research, Inc. Tax-Def reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- National Bureau of Economic Research, Inc. Tax-Def end-of-year assets rose from $35M in the plan year 2023 filing to $38M in the plan year 2024 filing.
- National Bureau of Economic Research, Inc. Tax-Def reported participants fell from 69 in the plan year 2023 filing to 65 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 131641075 · National Bureau of Economic Research, Inc. PY 2024 · Other
National Bureau of Economic Research, Inc. Tax-Def · $38M · 65 · 81st
- PCT $38M
- PCT 65
- PCT 81st
- PCT Other
- PCT near Great Plains Health Alliance Tax Deferred Annuity Plan
- PCT ind #16369
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 Massachusetts →
National Bureau of Economic Research, Inc. Tax-Def in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | $38M |
| Net Income | $3M |
| Employer EIN | 131641075 |
| Plan Effective Date | 1974-02-19 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (National Bureau of Economic Research, Inc.)
Sponsor-wide plan assets over time
All National Bureau of Economic Research, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $162M 25.011598873024315% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 672 | $130M |
| 2023 | 2 | 681 | $149M |
| 2024 | 2 | 689 | $162M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- Harvard University Tax Deferred Annuity Plan $4.3B · 24,395
- Beth Israel Lahey 403(b) Retirement Savings Plan $3.5B · 33,591
- Boston University Retirement Plan $3.0B · 8,173
- Northeastern University Retirement Plan $2.6B · 8,900
- Boston University Supplemental Retirement and Savings Plan $1.7B · 12,869
National Bureau of Economic Research, Inc. Tax-Def's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Great Plains Health Alliance Tax Deferred Annuity Plan in KS ($38M); by covered participants it is Resources for the Future, Inc. 403(b) Retirement in DC (65 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($38M here).
Similar participant headcount
Nearest other-state filings by covered participants (65 participants); asset peers above are excluded.
- Resources for the Future, Inc. 403(b) Retirement (DC) 65 · 0 off
- Central Christian College 403(b) DC Plan (KS) 65 · 0 off
- Dayspring Homes, Inc. 403(b) Plan (PA) 65 · 0 off
- Arise Academy, Inc. 403(b) Plan (LA) 65 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.