Other · DOL Form 5500 · 2024
The Brookings Institution Retirement Plan
Data updated 2026-08-25
- $260M
- Total assets Near avg plan size
- 512
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $508,150
- Avg per participant High balance/head
Official DOL plan name: Brookings Savings and Retirement Plan · Sponsored by The Brookings Institution · District of Columbia · Professional & Technical Services
$260M in assets, 512 participants
The Brookings Institution's Brookings Savings and Retirement Plan reported $260M in total assets and 512 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.
- #19,445 in Professional & Technical Services (20,173 peers)
Coverage in District of Columbia
Brookings Savings and Retirement Plan covers 512 participants in District of Columbia, about 35% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $260M.
- #19,445
- in Professional & Technical Services (20,173 peers)
- +9.6%
- assets growth YoY
- 2.6×
- vs typical plan assets (national mean)
Brookings Savings and Retirement Plan's outsized position by total assets
Brookings Savings and Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$260,172,609 Top 5% higher than 95% 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
Brookings Savings and Retirement 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. Brookings Savings and Retirement Plan sits mid-pack in the medium band (512 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Brookings Savings and Retirement Plan reported net income fell from $34M in the plan year 2023 filing to $23M in the plan year 2024 filing.
- Brookings Savings and Retirement Plan end-of-year assets rose from $237M in the plan year 2023 filing to $260M in the plan year 2024 filing.
- Brookings Savings and Retirement Plan reported participants rose from 479 in the plan year 2023 filing to 512 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 530196577 · The Brookings Institution PY 2024 · Other
Brookings Savings and Retirement Plan · $260M · 512 · 95th
- SCH $260M
- EBSA 512
- PART 95th
- TYPE Other
- NET near Morehouse School of Medicine 403(b) Plan
- BOOK ind #19445
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 District of Columbia →
Brookings Savings and Retirement Plan in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $237M |
|---|---|
| Net Assets (End of Year) | $260M |
| Net Income | $23M |
| Employer EIN | 530196577 |
| Plan Effective Date | 1943-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Brookings Institution)
Sponsor-wide plan assets over time
All The Brookings Institution plans reported in each filing year
- Latest sponsor-wide plan assets
- $260M 27.9213029663717% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 381 | $203M |
| 2023 | 1 | 479 | $237M |
| 2024 | 1 | 512 | $260M |
Nearby Other Plans in District of Columbia
Peer Other plans, same state, same plan type, ranked by total assets.
- Int'l Brotherhood of Electrical Workers' Pension Benefit Fund $2.8B · 450,729
- Georgetown University Defined Contribution Retirement Plan $2.5B · 4,882
- American University Defined Contribution Retirement Plan $1.4B · 5,480
- Howard University Savings Plan $1.2B · 6,543
- Georgetown University Voluntary Contribution Retirement Plan $979M · 14,512
Brookings Savings and Retirement Plan's out-of-state Other peers by assets and headcount
Outside District of Columbia, the nearest Other by assets is Morehouse School of Medicine 403(b) Plan in GA ($260M); by covered participants it is La Rabida Children's Hospital 403(b) Retirement Savings Plan in IL (512 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($260M here).
- Morehouse School of Medicine 403(b) Plan (GA) $260M · 1,471
- American Institutes for Research Retirement Plan (VA) $260M · 855
- Haverford College Defined Contribution Retirement Plan (PA) $260M · 1,100
- The Dalton Schools, Inc. Retirement and Savings Plan (NY) $261M · 374
Similar participant headcount
Nearest other-state filings by covered participants (512 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.