Other · DOL Form 5500 · 2024

Ecri Institute Retirement Plan

Data updated 2026-08-11

$78M
Total assets
496
Participants
89th
Percentile by assets
$157,486
Avg per participant
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Official DOL plan name: Ecri Institute Defined Contribution Retirement Plan · Sponsored by Ecri Institute · Pennsylvania · Professional & Technical Services

$78M in assets, 496 participants

Ecri Institute's Ecri Institute Defined Contribution Retirement Plan reported $78M in total assets and 496 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • 89th percentile by assets (of 123,622 plans)
  • #18,083 in Professional & Technical Services (20,173 peers)

Where Ecri Institute Defined Contribution Retirement Plan sits by assets

Ecri Institute Defined Contribution Retirement Plan sits in the top quartile of all filed plans by assets, $78M for 496 participants (~$157,486/participant), up 0.1% in 2024.

$78M
total plan assets (2024 EOY)
496
covered participants
89th
percentile by assets (of 123,622 plans)
$157,486
avg assets per participant

Where Ecri Institute Defined Contribution Retirement Plan sits by total assets

Ecri Institute Defined Contribution Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$78,112,822 Top 11% higher than 89% of 123,620 filed plans

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ecri Institute Defined Contribution Retirement Plan reported net income fell from $10M in the plan year 2023 filing to $75K in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Pennsylvania
Industry
Professional & Technical Services

Ecri Institute Defined Contribution Retirement Plan vs the 2024 asset distribution

By assets, Ecri Institute Defined Contribution Retirement Plan outranks 89% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$78M
Net Assets (End of Year)$78M
Net Income$75K
Employer EIN231662091
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ecri Institute)

$65M$70M$75M$80M 202220232024 $67.8M $78.1M ▲ +15.1%
Total plan assets by year, all Ecri Institute plans on file
Year Plans Participants Total Assets
2022 1 451 $68M
2023 1 500 $78M
2024 1 496 $78M

Nearby Other Plans in Pennsylvania

Peer Other plans, same state, same plan type, ranked by total assets.

Ecri Institute Defined Contribution Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Ecri Institute Defin…, Total assets ($B): 0.078112822 · Participants: 496Ecri Institute Defin…The University of Pe…, Total assets ($B): 6.986767736 · Participants: 22110The University of Pe…Upmc 403(b) Retireme…, Total assets ($B): 4.728641608 · Participants: 78872Upmc 403(b) Retireme…The University of Pe…, Total assets ($B): 3.552304662 · Participants: 43405The University of Pe…Carnegie Mellon Univ…, Total assets ($B): 2.817739782 · Participants: 6772Carnegie Mellon Univ…Jefferson Defined Co…, Total assets ($B): 2.792479411 · Participants: 17497Jefferson Defined Co…
Ecri Institute Defined Contribution Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Ecri Institute Defined Contribution Reti… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Ecri Institute Defined Contribution Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Ecri Institute Defined Contribution Retirement Plan assets move in 2024? ▼
Ecri Institute Defined Contribution Retirement Plan held essentially flat - up 0.1% during 2024, from $78M to $78M. Reported net income was $75K.
How have Ecri Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ecri Institute's sponsor-wide assets grew 15.1%, from $68M to $78M.
Where does Ecri Institute Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Ecri Institute Defined Contribution Retirement Plan ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Ecri Institute Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Dameron Hospital Association 403(b) Retirement Plan in CA ($78M, 535 participants).

Next read for Ecri Institute Defined Contribution Reti…

Scale reading

Ways to act on Ecri Institute Defined Contribution Retirement Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 231662091.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.