Other · DOL Form 5500 · 2024
Institute for the Future Retirement Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 40
- Participants Small participant base
- 76th
- Percentile by assets National rank
- $695,704
- Avg per participant High balance/head
Official DOL plan name: Institute for the Future DC Plan · Sponsored by Institute for the Future · California · Professional & Technical Services
$28M in assets, 40 participants
Institute for the Future's Institute for the Future DC Plan reported $28M in total assets and 40 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.
- #15,354 in Professional & Technical Services (20,173 peers)
Where Institute for the Future DC Plan sits by assets
Institute for the Future DC Plan sits in the top quartile of all filed plans by assets, $28M for 40 participants (~$695,704/participant), up 10.8% in 2024.
- #15,354
- in Professional & Technical Services (20,173 peers)
- +10.8%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Institute for the Future DC Plan's outsized position by total assets
Institute for the Future DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$27,828,141 Top 24% higher than 76% 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
Institute for the Future DC 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. Institute for the Future DC Plan is a small filing (40 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Institute for the Future DC Plan reported participants fell from 51 in the plan year 2023 filing to 40 in the plan year 2024 filing.
- Institute for the Future DC Plan end-of-year assets rose from $25M in the plan year 2023 filing to $28M in the plan year 2024 filing.
- Institute for the Future DC Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 952540449 · Institute for the Future PY 2024 · Other
Institute for the Future DC Plan · $28M · 40 · 76th
- EBSA $28M
- EBSA 40
- EBSA 76th
- EBSA Other
- EBSA near Barton College Retirement Plan
- EBSA ind #15354
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 California →
Institute for the Future DC Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $3M |
| Employer EIN | 952540449 |
| Plan Effective Date | 1968-12-02 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Institute for the Future)
Sponsor-wide plan assets over time
All Institute for the Future plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 25.50828387459446% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 44 | $22M |
| 2023 | 1 | 51 | $25M |
| 2024 | 1 | 40 | $28M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $12.6B · 22,753
- Sutter Health 403(b) Savings Plan $7.6B · 54,954
- Stanford Health Care Retirement Savings Plan $6.9B · 24,152
- Caltech Base Retirement Plan $5.2B · 10,970
- University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886
Institute for the Future DC Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Barton College Retirement Plan in NC ($28M); by covered participants it is North Country School DC Plan in NY (40 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
Similar participant headcount
Nearest other-state filings by covered participants (40 participants); asset peers above are excluded.
- North Country School DC Plan (NY) 40 · 0 off
- Prevention Resources, Inc. 403(b) (NJ) 40 · 0 off
- The Procter & Gamble Commercial Company Employees' Savings Plan (OH) 40 · 0 off
- Episcopal Day School, Inc (NC) 40 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.