Other · DOL Form 5500 · 2024
Institute for Defense Analyses Retirement Plan
Data updated 2026-08-11
- $628M
- Total assets
- 1,254
- Participants
- 98th
- Percentile by assets
- $500,452
- Avg per participant
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.
- 98th percentile by assets (of 123,622 plans)
- #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.
- $628M
- total plan assets (2024 EOY)
- 1,254
- covered participants
- 98th
- percentile by assets (of 123,622 plans)
- $500,452
- avg assets per participant
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.
Institute for Defense Analyses Qualified Retirement Plan vs the 2024 asset distribution
By assets, Institute for Defense Analyses Qualified Retirement Plan outranks 98% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 6.3x the national average plan size of $100M (721 average participants).
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)
| 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 Qualified Retirement 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
- Institute for Defense Analyses Tax Deferred Annuity Plan $875M · 1,541
- Carilion Clinic 403(b) Retirement Savings Plan $822M · 13,296
Similar-Sized Other Plans Nationally
Other plans in other states closest to Institute for Defense Analyses Qualified Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Institute for Defense Analyses Qualified Retirement Plan assets move in 2024? ▼
How have Institute for Defense Analyses plan assets changed over time? ▼
Where does Institute for Defense Analyses Qualified Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Institute for Defense Analyses Qualified Retirement Plan? ▼
Next read for Institute for Defense Analyses Qualified…
Scale reading
Ways to act on Institute for Defense Analyses Qualified Retirement Plan's numbers.
- By total assets, Institute for Defense Analyses Qualified Retirement 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