Institute of Internal Auditors 401(k) Plan

Reviewed by PlainRetire Editorial, Retirement Plans Editorial Team · June 15, 2026

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Institute of Internal Auditors · Florida · Other Services

What the 2023 filing shows

Institute of Internal Auditors 401(k) Plan holds $40M for 208 participants — about $190,675 per participant, up 14.4% over the 2024 plan year.

$40M
total plan assets (2024 EOY): 208
covered participants: $190,675
avg assets per participant: +14.4%
assets growth YoY

Total Assets (2023)

$40M

Participants

208

State

Florida

Industry

Other Services

What the Filing Says About Institute of Internal Auditors 401(k) Plan

Institute of Internal Auditors 401(k) Plan is a 401(k) retirement plan sponsored by Institute of Internal Auditors, headquartered in Florida. As of the 2024 Form 5500 filing, the plan reports $40M in total end-of-year assets and covers 208 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 135532538, and the plan has been effective since 2002-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $35M at the beginning of 2024 to $40M at year-end — a gain of 14.4%. Net assets (after liabilities) closed the year at $40M, with reported net income of $5M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)	$35M
Total Assets (End of Year)	$40M
Net Assets (End of Year)	$40M
Net Income	$5M
Plan Type	401(k)
Employer EIN	135532538
Plan Effective Date	2002-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Institute of Internal Auditors)

Year	Plans	Participants	Total Assets
2022	1	179	$29M
2023	1	190	$35M
2024	1	208	$40M

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Related Data

Guides

Frequently Asked Questions

How much money is in the Institute of Internal Auditors 401(k) Plan? ▼

As of the 2024 Form 5500 filing, Institute of Internal Auditors 401(k) Plan holds $40M in total assets with 208 participants. It is sponsored by Institute of Internal Auditors.

What type of plan is Institute of Internal Auditors 401(k) Plan? ▼

Institute of Internal Auditors 401(k) Plan is a 401(k) plan. It has been effective since 2002-01-01. The plan is filed with the U.S. Department of Labor under EIN 135532538.

Who sponsors the Institute of Internal Auditors 401(k) Plan? ▼

Institute of Internal Auditors 401(k) Plan is sponsored by Institute of Internal Auditors, located in Florida. The sponsor's EIN is 135532538 and the plan operates in the Other Services industry.

How did Institute of Internal Auditors 401(k) Plan perform in 2024? ▼

Institute of Internal Auditors 401(k) Plan grew by 14.4% during 2024, moving from $35M to $40M in total assets. Net income was $5M.

Where can I find official filings for Institute of Internal Auditors 401(k) Plan? ▼

Official Form 5500 filings for Institute of Internal Auditors 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 135532538 or plan name at efast.dol.gov.

How does Institute of Internal Auditors 401(k) Plan compare to other plans? ▼

You can compare Institute of Internal Auditors 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Florida on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.