Other · DOL Form 5500 · 2024
Institute for Defense Analyses Retirement Plan
Data updated 2026-08-25
- $628M
- Total assets Above avg plan size
- 1,254
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $500,452
- Avg per participant High balance/head
Official DOL plan name: Institute for Defense Analyses Qualified Retirement Plan · Sponsored by Institute for Defense Analyses · Virginia · Professional & Technical Services
$628M in assets, 1,254 participants
Institute for Defense Analyses's Institute for Defense Analyses Qualified Retirement Plan reported $628M in total assets and 1,254 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.
- #19,848 in Professional & Technical Services (20,173 peers)
Where Institute for Defense Analyses Qualified Retirement Plan sits by assets
Institute for Defense Analyses Qualified Retirement Plan sits in the top 5% of all filed plans by assets, $628M for 1,254 participants (~$500,452/participant), up 10.6% in 2024.
- #19,848
- in Professional & Technical Services (20,173 peers)
- +10.6%
- assets growth YoY
- 6.3×
- vs typical plan assets (national mean)
Institute for Defense Analyses Qualified Retirement Plan's outsized position by total assets
Institute for Defense Analyses Qualified Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$627,566,990 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
Institute for Defense Analyses 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. Institute for Defense Analyses Qualified Retirement Plan lands in the large band (1,254 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Institute for Defense Analyses Qualified Retirement Plan reported net income fell from $71M in the plan year 2023 filing to $60M in the plan year 2024 filing.
- Institute for Defense Analyses Qualified Retirement Plan end-of-year assets rose from $567M in the plan year 2023 filing to $628M in the plan year 2024 filing.
- Institute for Defense Analyses Qualified Retirement Plan reported participants rose from 1,191 in the plan year 2023 filing to 1,254 in the plan year 2024 filing.
DOL schedule card
Filing strip 530233247 · Institute for Defense Analyses PY 2024 · Other
Institute for Defense Analyses Qualified Retirement Plan · $628M · 1,254 · 98th
- TYPE $628M
- NET 1,254
- BOOK 98th
- VS-ST Other
- BOY near White Plains Hospital Center 403(b) Defined Contribution Retirement Program
- SCH ind #19848
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 Qualified Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $567M |
|---|---|
| Net Assets (End of Year) | $628M |
| Net Income | $60M |
| Employer EIN | 530233247 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING 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
| 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.
- 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
- Institute for Defense Analyses Tax Deferred Annuity Plan $875M · 1,541
- Carilion Clinic 403(b) Retirement Savings Plan $822M · 13,296
Institute for Defense Analyses Qualified Retirement Plan's out-of-state Other peers by assets and headcount
Outside Virginia, the nearest Other by assets is White Plains Hospital Center 403(b) Defined Contribution Retirement Program in NY ($627M); by covered participants it is Brown University Defined Contribution Legacy Retirement Plan in RI (1,257 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($628M here).
- White Plains Hospital Center 403(b) Defined Contribution Retirement Program (NY) $627M · 4,783
- Smith College Defined Contribution Retirement Plan (MA) $629M · 1,862
- Guthrie 403(b) Retirement Savings Plan (PA) $630M · 7,589
- Nrel 403(b) Employee Savings Plan (CO) $625M · 3,207
Similar participant headcount
Nearest other-state filings by covered participants (1,254 participants); asset peers above are excluded.
- Brown University Defined Contribution Legacy Retirement Plan (RI) 1,257 · 3 off
- Seton Hall University Retirement Plan (NJ) 1,249 · 5 off
- Olean General Hospital Savings Incentive Plan (NY) 1,249 · 5 off
- The Thesholds and Affiliates Tax Sheltered Annuity and Savings Plan (IL) 1,261 · 7 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.