Other · DOL Form 5500 · 2024
National Bureau of Economic Research, Inc. Retirement Plan
Data updated 2026-08-11
- $38M
- Total assets
- 65
- Participants
- 81st
- Percentile by assets
- $582,851
- Avg per participant
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.
- 81st percentile by assets (of 123,622 plans)
- #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.
- $38M
- total plan assets (2024 EOY)
- 65
- covered participants
- 81st
- percentile by assets (of 123,622 plans)
- $582,851
- avg assets per participant
Where National Bureau of Economic Research, Inc. Tax-Def sits 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
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.
National Bureau of Economic Research, Inc. Tax-Def vs the 2024 asset distribution
By assets, National Bureau of Economic Research, Inc. Tax-Def outranks 81% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).
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.)
| 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.
National Bureau of Economic Research, Inc. Tax-Def vs. nearby Other plans in Massachusetts, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to National Bureau of Economic Research, Inc. Tax-Def by total assets, not by location.
Frequently Asked Questions
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Scale reading
Ways to act on National Bureau of Economic Research, Inc. Tax-Def's numbers.
- By total assets, National Bureau of Economic Research, Inc. Tax-Def ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
- National Bureau of Economic Research, Inc.'s sponsor-wide assets have grown 25.0% since 2022 across 3 plan years on file. More Professional & Technical Services plans