Money Purchase · DOL Form 5500 · 2024
The Rand Corporation Money Purchase Plan
Data updated 2026-08-25
- $656M
- Total assets Above avg plan size
- 2,313
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $283,498
- Avg per participant High balance/head
Official DOL plan name: The Rand Corporation 401(a) Qualified Retirement Plan · Sponsored by The Rand Corporation · California · Other Services
$656M in assets, 2,313 participants
The Rand Corporation's The Rand Corporation 401(a) Qualified Retirement Plan reported $656M in total assets and 2,313 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #7,684 in Other Services (7,719 peers)
Coverage in California
The Rand Corporation 401(a) Qualified Retirement Plan covers 2,313 participants in California, 3.7x the typical California plan (state average ~630 per filing). Assets: $656M.
- #7,684
- in Other Services (7,719 peers)
- +10.5%
- assets growth YoY
- 6.6×
- vs typical plan assets (national mean)
The Rand Corporation 401(a) Qualified Retirement Plan's outsized position by total assets
The Rand Corporation 401(a) Qualified Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$655,730,149 Top 2% higher than 98% 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
The Rand Corporation 401(a) Qualified Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Rand Corporation 401(a) Qualified Retirement Plan lands in the large band (2,313 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Rand Corporation 401(a) Qualified Retirement Plan reported net income fell from $80M in the plan year 2023 filing to $62M in the plan year 2024 filing.
- The Rand Corporation 401(a) Qualified Retirement Plan end-of-year assets rose from $593M in the plan year 2023 filing to $656M in the plan year 2024 filing.
- The Rand Corporation 401(a) Qualified Retirement Plan reported participants rose from 2,156 in the plan year 2023 filing to 2,313 in the plan year 2024 filing.
DOL schedule card
Filing strip 951958142 · The Rand Corporation PY 2024 · Money Purchase
The Rand Corporation 401(a) Qualified Retirement Plan · $656M · 2,313 · 98th
- PCT $656M
- PCT 2,313
- PCT 98th
- PCT Money Purchase
- PCT near Hawaii Carpenters Financial Security Fund
- PCT ind #7684
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 Other Services retirement plans → · Plans in California →
The Rand Corporation 401(a) Qualified Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $593M |
|---|---|
| Net Assets (End of Year) | $656M |
| Net Income | $62M |
| Employer EIN | 951958142 |
| Plan Effective Date | 1957-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Rand Corporation)
Sponsor-wide plan assets over time
All The Rand Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.3B 27.487227191124862% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,800 | $987M |
| 2023 | 2 | 3,949 | $1.1B |
| 2024 | 2 | 4,254 | $1.3B |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.9B · 18,550
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.7B · 37,013
- University of Southern California Defined Contribution Retirement Plan $5.0B · 19,806
- Carpenters Annuity Trust Fund for Northern California $3.5B · 24,741
- Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan $2.3B · 23,032
The Rand Corporation 401(a) Qualified Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Hawaii Carpenters Financial Security Fund in HI ($662M); by covered participants it is Retail Wholesale Department Store Union Local 1034 Defined Contribution Pension Plan in PA (2,321 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($656M here).
- Hawaii Carpenters Financial Security Fund (HI) $662M · 4,066
- UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan (KY) $618M · 1,824
- Iron Workers District Council of New England Annuity Fund (MA) $614M · 7,659
- Educational Testing Service 401(a) Retirement Plan (NJ) $593M · 3,097
Similar participant headcount
Nearest other-state filings by covered participants (2,313 participants); asset peers above are excluded.
- Retail Wholesale Department Store Union Local 1034 Defined Contribution Pension Plan (PA) 2,321 · 8 off
- Millwrights' Local 1102 Supplemental Pension Fund (MI) 2,329 · 16 off
- Northwest Ohio Carpenters, Millwrights and Pile Drivers Supplemental Pension Plan (OH) 2,346 · 33 off
- Cascade Pension Trust Money Purchase Pension Plan (OR) 2,355 · 42 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.