Other · DOL Form 5500 · 2024
The Urban Institute Retirement Plan
Data updated 2026-08-25
- $330M
- Total assets Above avg plan size
- 630
- Participants Below avg headcount
- 96th
- Percentile by assets National rank
- $523,641
- Avg per participant High balance/head
Official DOL plan name: The Urban Institute Retirement Plan · Sponsored by The Urban Institute · District of Columbia · Educational Services
$330M in assets, 630 participants
The Urban Institute's The Urban Institute Retirement Plan reported $330M in total assets and 630 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #3,410 in Educational Services (3,638 peers)
Coverage in District of Columbia
The Urban Institute Retirement Plan covers 630 participants in District of Columbia, about 43% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $330M.
- #3,410
- in Educational Services (3,638 peers)
- +11.4%
- assets growth YoY
- 3.3×
- vs typical plan assets (national mean)
The Urban Institute Retirement Plan's outsized position by total assets
The Urban Institute Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$329,893,607 Top 4% higher than 96% 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
The Urban Institute Retirement 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. The Urban Institute Retirement Plan sits mid-pack in the medium band (630 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Urban Institute Retirement Plan end-of-year assets rose from $296M in the plan year 2023 filing to $330M in the plan year 2024 filing.
- The Urban Institute Retirement Plan reported net income fell from $36M in the plan year 2023 filing to $34M in the plan year 2024 filing.
- The Urban Institute Retirement Plan reported participants rose from 619 in the plan year 2023 filing to 630 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 520880375 · The Urban Institute PY 2024 · Other
The Urban Institute Retirement Plan · $330M · 630 · 96th
- RANK $330M
- PHOTO 630
- IND 96th
- EOY Other
- 5500 near Maryland Electrical Industry Severance & Annuity Fund
- ASSETS ind #3410
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 Educational Services retirement plans → · Plans in District of Columbia →
The Urban Institute Retirement Plan in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $296M |
|---|---|
| Net Assets (End of Year) | $330M |
| Net Income | $34M |
| Employer EIN | 520880375 |
| Plan Effective Date | 1968-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Urban Institute)
Sponsor-wide plan assets over time
All The Urban Institute plans reported in each filing year
- Latest sponsor-wide plan assets
- $330M 26.734851158634655% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 598 | $260M |
| 2023 | 1 | 619 | $296M |
| 2024 | 1 | 630 | $330M |
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
The Urban Institute Retirement Plan's out-of-state Other peers by assets and headcount
Outside District of Columbia, the nearest Other by assets is Maryland Electrical Industry Severance & Annuity Fund in WV ($329M); by covered participants it is Center for Employment Opportunities Tax Sheltered Annuity Plan in NY (630 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($330M here).
- Maryland Electrical Industry Severance & Annuity Fund (WV) $329M · 2,686
- Bryn Mawr College Retirement Plan (PA) $329M · 860
- Penn Highlands Healthcare 403(b) Plan (PA) $331M · 4,131
- Loma Linda University Faculty Medical Group Tsa Plan (CA) $331M · 3,824
Similar participant headcount
Nearest other-state filings by covered participants (630 participants); asset peers above are excluded.
- Center for Employment Opportunities Tax Sheltered Annuity Plan (NY) 630 · 0 off
- Meridian Behavioral Healthcare, Inc. 403(b) Plan (FL) 629 · 1 off
- The American Arbitration Association, Inc. Employee Savings and Retirement Plan (NY) 629 · 1 off
- Green Chimneys Children's Service Tax Sheltered Annuity Plan (NY) 631 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.