Other · DOL Form 5500 · 2024

Institute for Defense Analyses Retirement Plan

Data updated 2026-08-25

$875M
Total assets Above avg plan size
1,541
Participants Near avg headcount
98th
Percentile by assets National rank
$567,909
Avg per participant High balance/head
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Official DOL plan name: Institute for Defense Analyses Tax Deferred Annuity Plan · Sponsored by Institute for Defense Analyses · Virginia · Professional & Technical Services

$875M in assets, 1,541 participants

Institute for Defense Analyses's Institute for Defense Analyses Tax Deferred Annuity Plan reported $875M in total assets and 1,541 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.

  • #19,937 in Professional & Technical Services (20,173 peers)

Where Institute for Defense Analyses Tax Deferred Annuity Plan sits by assets

Institute for Defense Analyses Tax Deferred Annuity Plan sits in the top 5% of all filed plans by assets, $875M for 1,541 participants (~$567,909/participant), up 9.3% in 2024.

#19,937
in Professional & Technical Services (20,173 peers)
+9.3%
assets growth YoY
8.8×
vs typical plan assets (national mean)

Institute for Defense Analyses Tax Deferred Annuity Plan's outsized position by total assets

Institute for Defense Analyses Tax Deferred Annuity Plan vs every filed plan by assets

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

$875,147,544 Top 2% higher than 98% 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

Institute for Defense Analyses Tax Deferred Annuity 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. Institute for Defense Analyses Tax Deferred Annuity Plan lands in the large band (1,541 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Institute for Defense Analyses Tax Deferred Annuity Plan reported net income fell from $82M in the plan year 2023 filing to $74M in the plan year 2024 filing.
  • Institute for Defense Analyses Tax Deferred Annuity Plan end-of-year assets rose from $801M in the plan year 2023 filing to $875M in the plan year 2024 filing.
  • Institute for Defense Analyses Tax Deferred Annuity Plan reported participants rose from 1,453 in the plan year 2023 filing to 1,541 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 530233247 · Institute for Defense Analyses PY 2024 · Other

Institute for Defense Analyses Tax Deferred Annuity Plan · $875M · 1,541 · 98th

  • BOOK $875M
  • VS-ST 1,541
  • BOY 98th
  • SCH Other
  • EBSA near Yale University Tax-Deferred 403(b) Savings Plan
  • PART ind #19937

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 Virginia →

Institute for Defense Analyses Tax Deferred Annuity Plan in the asset neighbourhood

Pace University Defined Contribution Retirement PlanPace University Defined Cont…$881MSyracuse University Voluntary Retirement PlanSyracuse University Voluntar…$878MInstitute for Defense Analyses Tax Deferred Annuity PlanInstitute for Defense Analys…$875MYale University Tax-Deferred 403(b) Savings PlanYale University Tax-Deferred…$874MDana-Farber Cancer Institute Tax Deferred Annuity PlanDana-Farber Cancer Institute…$870M
End-of-year total assets ($M) among Institute for Defense Analyses Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$801M
Net Assets (End of Year)$875M
Net Income$74M
Employer EIN530233247
Plan Effective Date1966-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Institute for Defense Analyses)

Sponsor-wide plan assets over time

All Institute for Defense Analyses plans reported in each filing year

Latest sponsor-wide plan assets
$1.5B 23.65180518028019% vs 2022
2024 filing year
$1.1B$1.2B$1.3B$1.4B$1.5B$1.6B 202220232024 $1.22B $1.5B ▲ +23.0%
Year Plans Participants Total Assets
2022 2 2,524 $1.2B
2023 2 2,644 $1.4B
2024 2 2,795 $1.5B

Nearby Other Plans in Virginia

Peer Other plans, same state, same plan type, ranked by total assets.

Institute for Defense Analyses Tax Deferred Annuity Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. 0100002000030000 0123456 Total assets ($B) Participants Institute for Defense Analyses Tax Deferred Annuity Plan, Total assets ($B): 0.875147544 · Participants: 1541Institute for Defense Analyses Tax Deferred Annuity PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 5.12389915 · Participants: 12379The Mitre Corporation Tax Sheltered Annuity PlanSentara 403(b) Savings Plan, Total assets ($B): 3.744462888 · Participants: 28192Sentara 403(b) Savings PlanThe George Washington University Supplemental Retirement Plan, Total assets ($B): 1.64916352 · Participants: 8262The George Washington University Supplemental Retirement PlanCarilion Clinic 403(b) Retirement Savings Plan, Total assets ($B): 0.822189307 · Participants: 13296Carilion Clinic 403(b) Retirement Savings PlanCentra Health Matching Tax Deferred Savings Plan, Total assets ($B): 0.747118185 · Participants: 7362Centra Health Matching Tax Deferred Savings Plan
Institute for Defense Analyses Tax Deferred Annuity Plan vs. nearby Other plans in Virginia, assets vs. participants
Compare Institute for Defense Analyses Tax Deferred Annuity Plan side-by-side with 3 peers →

Institute for Defense Analyses Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is Yale University Tax-Deferred 403(b) Savings Plan in CT ($874M); by covered participants it is Punahou School Defined Contribution Retirement Plan in HI (1,542 participants). Same-state nearby plans are listed separately above.

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 Institute for Defense Analyses Tax Deferred Annuity Plan assets move in 2024? ▼
Institute for Defense Analyses Tax Deferred Annuity Plan grew at a solid clip - up 9.3% during 2024, from $801M to $875M. Reported net income was $74M.
How have Institute for Defense Analyses plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Institute for Defense Analyses's sponsor-wide assets grew 23.7%, from $1.2B to $1.5B.
Where does Institute for Defense Analyses Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Institute for Defense Analyses Tax Deferred Annuity Plan ranks in the 98th 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 Other plans are similar in size to Institute for Defense Analyses Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Yale University Tax-Deferred 403(b) Savings Plan in CT ($874M, 20,269 participants).
Which Other plans cover a similar participant headcount to Institute for Defense Analyses Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Punahou School Defined Contribution Retirement Plan in HI (1,542 participants, $326M 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 530233247.

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.