Other · DOL Form 5500 · 2024

Institute for Defense Analyses Retirement Plan

Data updated 2026-07-24

$875M
Total assets: 1,541
Participants: 98th
Percentile by assets: $567,909
Avg per participant

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.

98th percentile by assets (of 116,472 plans)

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.

$875M
total plan assets (2024 EOY): 1,541
covered participants: 98th
percentile by assets (of 116,472 plans): $567,909
avg assets per participant

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 →

State

Virginia

Industry

Professional & Technical Services

Institute for Defense Analyses Tax Deferred Annuity Plan vs the 2024 asset distribution

By assets, Institute for Defense Analyses Tax Deferred Annuity Plan outranks 98% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 8.8x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$801M
Net Assets (End of Year)	$875M
Net Income	$74M
Employer EIN	530233247
Plan Effective Date	1966-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Institute for Defense Analyses)

Total plan assets by year, all Institute for Defense Analyses plans on file

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

The Mitre Corporation Tax Sheltered Annuity Plan $5.1B · 12,379
Sentara 403(b) Savings Plan $3.7B · 28,192
The George Washington University Supplemental Retirement Plan $1.6B · 8,262
Carilion Clinic 403(b) Retirement Savings Plan $822M · 13,296
Centra Health Matching Tax Deferred Savings Plan $747M · 7,362

Compare Institute for Defense Analyses Tax Defer… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Institute for Defense Analyses Tax Deferred Annuity Plan by total assets, not by location.

Yale University Tax-Deferred 403(b) Savings Plan (CT) $874M · 20,269
Syracuse University Voluntary Retirement Plan (NY) $878M · 7,452
Dana-Farber Cancer Institute Tax Deferred Annuity Plan (MA) $870M · 7,579
Pace University Defined Contribution Retirement Plan (NY) $881M · 2,310

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 116,472 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).

Next read for Institute for Defense Analyses Tax Defer…

Scale reading

Ways to act on Institute for Defense Analyses Tax Deferred Annuity Plan's numbers.

By total assets, Institute for Defense Analyses Tax Deferred Annuity Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Other plans in Virginia. Compare plans
Institute for Defense Analyses's sponsor-wide assets have grown 23.7% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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.