Other · DOL Form 5500 · 2024
Counterpart International Inc. Retirement Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 140
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $144,790
- Avg per participant Above avg balance/head
Official DOL plan name: Counterpart International Inc. Tax-Deferred Annuity 403(b) Plan · Sponsored by Counterpart International Inc. · District of Columbia · Other Services
$20M in assets, 140 participants
Counterpart International Inc.'s Counterpart International Inc. Tax-Deferred Annuity 403(b) Plan reported $20M in total assets and 140 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.
- #6,467 in Other Services (7,719 peers)
Coverage in District of Columbia
Counterpart International Inc. Tax-Deferred Annuity 403(b) Plan covers 140 participants in District of Columbia, about 10% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $20M.
- #6,467
- in Other Services (7,719 peers)
- +15.9%
- assets growth YoY
Counterpart International Inc. Tax-Deferred Annuity 403(b) Plan's outsized position by total assets
Counterpart International Inc. Tax-Deferred Annuity 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$20,270,655 Top 29% higher than 71% 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
Counterpart International Inc. Tax-Deferred Annuity 403(b) 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. Counterpart International Inc. Tax-Deferred Annuity 403(b) Plan sits mid-pack in the medium band (140 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Counterpart International Inc. Tax-Deferred Annuity 403(b) Plan end-of-year assets rose from $17M in the plan year 2023 filing to $20M in the plan year 2024 filing.
- Counterpart International Inc. Tax-Deferred Annuity 403(b) Plan reported participants fell from 155 in the plan year 2023 filing to 140 in the plan year 2024 filing.
- Counterpart International Inc. Tax-Deferred Annuity 403(b) Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
DOL schedule card
Filing strip 136183605 · Counterpart International Inc. PY 2024 · Other
Counterpart International Inc. Tax-Deferred Annuity 403(b) Plan · $20M · 140 · 71st
- RANK $20M
- PHOTO 140
- IND 71st
- EOY Other
- 5500 near North Range Behavioral Retirement Plan
- ASSETS ind #6467
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 Other Services retirement plans → · Plans in District of Columbia →
Counterpart International Inc. Tax-Deferred Annuity 403(b) Plan in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $3M |
| Employer EIN | 136183605 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Counterpart International Inc.)
Sponsor-wide plan assets over time
All Counterpart International Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 38.843069797107994% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 143 | $15M |
| 2023 | 1 | 155 | $17M |
| 2024 | 1 | 140 | $20M |
Nearby Other Plans in District of Columbia
Peer Other plans, same state, same plan type, ranked by total assets.
- Int'l Brotherhood of Electrical Workers' Pension Benefit Fund $2.8B · 450,729
- Georgetown University Defined Contribution Retirement Plan $2.5B · 4,882
- American University Defined Contribution Retirement Plan $1.4B · 5,480
- Howard University Savings Plan $1.2B · 6,543
- Georgetown University Voluntary Contribution Retirement Plan $979M · 14,512
Counterpart International Inc. Tax-Deferred Annuity 403(b) Plan's out-of-state Other peers by assets and headcount
Outside District of Columbia, the nearest Other by assets is North Range Behavioral Retirement Plan in CO ($20M); by covered participants it is The Advocacy Alliance Retirement Plan in PA (140 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
Similar participant headcount
Nearest other-state filings by covered participants (140 participants); asset peers above are excluded.
- The Advocacy Alliance Retirement Plan (PA) 140 · 0 off
- Providence Academy Defined Contribution Retirement Plan (MN) 140 · 0 off
- Arise Academy, Inc. 403(b) Plan (LA) 140 · 0 off
- Leslie Shankman School Corporation 403(b) Plan (IL) 140 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.