Other · DOL Form 5500 · 2024
Rocky Mountain Institute Retirement Plan
Data updated 2026-08-25
- $55M
- Total assets Below avg plan size
- 599
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $92,464
- Avg per participant Below avg balance/head
Official DOL plan name: Rocky Mountain Institute Tax Sheltered Annuity Plan · Sponsored by Rocky Mountain Institute · Colorado · Professional & Technical Services
$55M in assets, 599 participants
Rocky Mountain Institute's Rocky Mountain Institute Tax Sheltered Annuity Plan reported $55M in total assets and 599 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.
- #17,357 in Professional & Technical Services (20,173 peers)
Where Rocky Mountain Institute Tax Sheltered Annuity Plan sits by assets
Rocky Mountain Institute Tax Sheltered Annuity Plan sits in the top quartile of all filed plans by assets, $55M for 599 participants (~$92,464/participant), up 32.5% in 2024.
- #17,357
- in Professional & Technical Services (20,173 peers)
- +32.5%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Rocky Mountain Institute Tax Sheltered Annuity Plan's outsized position by total assets
Rocky Mountain Institute Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$55,385,779 Top 15% higher than 85% 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
Rocky Mountain Institute Tax Sheltered Annuity Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rocky Mountain Institute Tax Sheltered Annuity Plan sits mid-pack in the medium band (599 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Rocky Mountain Institute Tax Sheltered Annuity Plan end-of-year assets rose from $42M in the plan year 2023 filing to $55M in the plan year 2024 filing.
- Rocky Mountain Institute Tax Sheltered Annuity Plan reported participants rose from 548 in the plan year 2023 filing to 599 in the plan year 2024 filing.
- Rocky Mountain Institute Tax Sheltered Annuity Plan reported net income rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 742244146 · Rocky Mountain Institute PY 2024 · Other
Rocky Mountain Institute Tax Sheltered Annuity Plan · $55M · 599 · 85th
- IND $55M
- EOY 599
- 5500 85th
- ASSETS Other
- PCT near The Buckley School in the City of New York 403(b) Defined Contribution Plan
- EIN ind #17357
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 Colorado →
Rocky Mountain Institute Tax Sheltered Annuity Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $42M |
|---|---|
| Net Assets (End of Year) | $55M |
| Net Income | $14M |
| Employer EIN | 742244146 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rocky Mountain Institute)
Sponsor-wide plan assets over time
All Rocky Mountain Institute plans reported in each filing year
- Latest sponsor-wide plan assets
- $55M 91.55799184887852% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 388 | $29M |
| 2023 | 1 | 548 | $42M |
| 2024 | 1 | 599 | $55M |
Nearby Other Plans in Colorado
Peer Other plans, same state, same plan type, ranked by total assets.
- Ucar Retirement Plan $1.2B · 1,662
- Children's Hospital Colorado 403(b) Plan $1.0B · 9,224
- University of Denver Retirement Plan $909M · 7,356
- Nrel 403(b) Employee Savings Plan $625M · 3,207
- Colorado College Retirement Benefit Plan $382M · 717
Rocky Mountain Institute Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Colorado, the nearest Other by assets is The Buckley School in the City of New York 403(b) Defined Contribution Plan in NY ($55M); by covered participants it is Democracy Prep Public Schools, 403(b) Retirement Plan in NY (599 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($55M here).
Similar participant headcount
Nearest other-state filings by covered participants (599 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.