Other · DOL Form 5500 · 2024
Rocky Mountain Institute Retirement Plan
Data updated 2026-08-11
- $55M
- Total assets
- 599
- Participants
- 85th
- Percentile by assets
- $92,464
- Avg per participant
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.
- 85th percentile by assets (of 123,622 plans)
- #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.
- $55M
- total plan assets (2024 EOY)
- 599
- covered participants
- 85th
- percentile by assets (of 123,622 plans)
- $92,464
- avg assets per participant
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.
Rocky Mountain Institute Tax Sheltered Annuity Plan vs the 2024 asset distribution
By assets, Rocky Mountain Institute Tax Sheltered Annuity Plan outranks 85% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).
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)
| 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.
Rocky Mountain Institute Tax Sheltered Annuity Plan vs. nearby Other plans in Colorado, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Rocky Mountain Institute Tax Sheltered Annuity Plan by total assets, not by location.
Frequently Asked Questions
How did Rocky Mountain Institute Tax Sheltered Annuity Plan assets move in 2024? ▼
How have Rocky Mountain Institute plan assets changed over time? ▼
Where does Rocky Mountain Institute Tax Sheltered Annuity Plan rank by assets among Form 5500 filers? ▼
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Scale reading
Ways to act on Rocky Mountain Institute Tax Sheltered Annuity Plan's numbers.
- By total assets, Rocky Mountain Institute Tax Sheltered Annuity Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Colorado. Compare plans
- Rocky Mountain Institute's sponsor-wide assets have grown 91.6% since 2022 across 3 plan years on file. More Professional & Technical Services plans