401(k) · DOL Form 5500 · 2024

Cfa Institute 401(k) Plan

Data updated 2026-08-25

$240M
Total assets Near avg plan size
413
Participants Below avg headcount
95th
Percentile by assets National rank
$582,071
Avg per participant High balance/head
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Official DOL plan name: Cfa Institute 401(k) Plan · Sponsored by Cfa Institute · Virginia · Educational Services

$240M in assets, 413 participants

Cfa Institute's Cfa Institute 401(k) Plan reported $240M in total assets and 413 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #3,338 in Educational Services (3,638 peers)

Where Cfa Institute 401(k) Plan sits by assets

Cfa Institute 401(k) Plan sits in the top 5% of all filed plans by assets, $240M for 413 participants (~$582,071/participant), up 11.1% in 2024.

#3,338
in Educational Services (3,638 peers)
+11.1%
assets growth YoY
2.4×
vs typical plan assets (national mean)

Cfa Institute 401(k) Plan's outsized position by total assets

Cfa Institute 401(k) Plan vs every filed plan by assets

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

$240,395,317 Top 5% higher than 95% 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

Cfa Institute 401(k) Plan 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. Cfa Institute 401(k) Plan sits mid-pack in the medium band (413 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cfa Institute 401(k) Plan reported net income fell from $34M in the plan year 2023 filing to $24M in the plan year 2024 filing.
  • Cfa Institute 401(k) Plan end-of-year assets rose from $216M in the plan year 2023 filing to $240M in the plan year 2024 filing.
  • Cfa Institute 401(k) Plan reported participants rose from 390 in the plan year 2023 filing to 413 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 541386480 · Cfa Institute PY 2024 · 401(k)

Cfa Institute 401(k) Plan · $240M · 413 · 95th

  • NET $240M
  • NET 413
  • NET 95th
  • NET 401(k)
  • NET near Gatx Corporation Salaried Employees Retirement Savings Plan
  • NET ind #3338

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 Virginia →

Cfa Institute 401(k) Plan in the asset neighbourhood

Washington Regional 401(k) PlanWashington Regional 401(k) P…$240MEj USA, Inc. 401(k) Savings PlanEj USA, Inc. 401(k) Savings …$240MCfa Institute 401(k) Plan$240MGatx Corporation Salaried Employees Retirement Savings PlanGatx Corporation Salaried Em…$240MBarnes & Noble Education 401(k) PlanBarnes & Noble Education 401…$240M
End-of-year total assets ($M) among Cfa Institute 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$216M
Net Assets (End of Year)$240M
Net Income$24M
Employer EIN541386480
Plan Effective Date1985-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cfa Institute)

Sponsor-wide plan assets over time

All Cfa Institute plans reported in each filing year

Latest sponsor-wide plan assets
$240M 31.705550136718667% vs 2022
2024 filing year
$160M$180M$200M$220M$240M$260M 202220232024 $183M $240M ▲ +31.7%
Year Plans Participants Total Assets
2022 1 445 $183M
2023 1 390 $216M
2024 1 413 $240M

Nearby 401(k) Plans in Virginia

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

Cfa Institute 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Cfa Institute 401(k) Plan, Total assets ($B): 0.240395317 · Participants: 413Cfa Institute 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Corporation 401(k) Plan 6.0Capital One Financial Corporation Associate Savings Plan, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financial Corporation Associate Savings PlanLeidos, Inc. Retirement Plan, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirement Plan
Cfa Institute 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Cfa Institute 401(k) Plan side-by-side with 3 peers →

Cfa Institute 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Gatx Corporation Salaried Employees Retirement Savings Plan in IL ($240M); by covered participants it is Sigma Computing Inc 401(k) Plan in CA (413 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($240M here).

Similar participant headcount

Nearest other-state filings by covered participants (413 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 Cfa Institute 401(k) Plan assets move in 2024? ▼
Cfa Institute 401(k) Plan grew at a solid clip - up 11.1% during 2024, from $216M to $240M. Reported net income was $24M.
How have Cfa Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cfa Institute's sponsor-wide assets grew 31.7%, from $183M to $240M.
Where does Cfa Institute 401(k) Plan rank by assets among Form 5500 filers? ▼
Cfa Institute 401(k) Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Cfa Institute 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gatx Corporation Salaried Employees Retirement Savings Plan in IL ($240M, 629 participants).
Which 401(k) plans cover a similar participant headcount to Cfa Institute 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sigma Computing Inc 401(k) Plan in CA (413 participants, $25M 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 541386480.

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.