401(k) · DOL Form 5500 · 2024
Cfa Institute 401(k) Plan
Data updated 2026-08-11
- $240M
- Total assets
- 413
- Participants
- 95th
- Percentile by assets
- $582,071
- Avg per participant
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.
- 95th percentile by assets (of 123,622 plans)
- #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.
- $240M
- total plan assets (2024 EOY)
- 413
- covered participants
- 95th
- percentile by assets (of 123,622 plans)
- $582,071
- avg assets per participant
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.
Cfa Institute 401(k) Plan vs the 2024 asset distribution
By assets, Cfa Institute 401(k) Plan outranks 95% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $216M |
|---|---|
| Net Assets (End of Year) | $240M |
| Net Income | $24M |
| Employer EIN | 541386480 |
| Plan Effective Date | 1985-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cfa Institute)
| 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
- Northrop Grumman Savings Plan $39.5B · 104,719
- 401(k) Pension Plan $16.8B · 62,869
- General Dynamics Corporation 401(k) Plan 6.0 $12.4B · 49,414
- Capital One Financial Corporation Associate Savings Plan $12.0B · 44,933
- Leidos, Inc. Retirement Plan $11.8B · 29,734
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Cfa Institute 401(k) Plan by total assets, not by location.
- Gatx Corporation Salaried Employees Retirement Savings Plan (IL) $240M · 629
- Ej USA, Inc. 401(k) Savings Plan (MI) $240M · 1,393
- Barnes & Noble Education 401(k) Plan (NJ) $240M · 2,400
- Washington Regional 401(k) Plan (AR) $240M · 3,463
Frequently Asked Questions
How did Cfa Institute 401(k) Plan assets move in 2024? ▼
How have Cfa Institute plan assets changed over time? ▼
Where does Cfa Institute 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Cfa Institute 401(k) Plan? ▼
Next read for Cfa Institute 401(k) Plan
Scale reading
Ways to act on Cfa Institute 401(k) Plan's numbers.
- By total assets, Cfa Institute 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Virginia. Compare plans
- Cfa Institute's sponsor-wide assets have grown 31.7% since 2022 across 3 plan years on file. More Educational Services plans