Other · DOL Form 5500 · 2024

The Urban Institute Retirement Plan

Data updated 2026-08-11

$330M
Total assets
630
Participants
96th
Percentile by assets
$523,641
Avg per participant
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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.

  • 96th percentile by assets (of 123,622 plans)
  • #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.

$330M
total plan assets (2024 EOY)
630
covered participants
96th
percentile by assets (of 123,622 plans)
$523,641
avg assets per participant

Where The Urban Institute Retirement Plan sits 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

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

  • 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.

See the national 2023→2024 release diff →

State
District of Columbia
Industry
Educational Services

Participants vs District of Columbia filers

In District of Columbia, the average filing covers about 1,456 participants across 881 plans. The Urban Institute Retirement Plan reports 630 participants - about 43% of that state average ($330M EOY assets).

District of Columbia filing particulars

Total Assets (Beginning of Year)$296M
Net Assets (End of Year)$330M
Net Income$34M
Employer EIN520880375
Plan Effective Date1968-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Urban Institute)

$250M$300M$350M 202220232024 $260M $330M ▲ +26.7%
Total plan assets by year, all The Urban Institute plans on file
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.

The Urban Institute Retirement Plan vs. nearby Other plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 0123 Total assets ($B) Participants The Urban Institute …, Total assets ($B): 0.329893607 · Participants: 630The Urban Institute …Int'l Brotherhood of…, Total assets ($B): 2.75808979 · Participants: 450729Int'l Brotherhood of…Georgetown Universit…, Total assets ($B): 2.450782108 · Participants: 4882Georgetown Universit…American University …, Total assets ($B): 1.352129486 · Participants: 5480American University …Howard University Sa…, Total assets ($B): 1.199524542 · Participants: 6543Howard University Sa…Georgetown Universit…, Total assets ($B): 0.979239156 · Participants: 14512Georgetown Universit…
The Urban Institute Retirement Plan vs. nearby Other plans in District of Columbia, assets vs. participants
Compare The Urban Institute Retirement Plan side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to The Urban Institute Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did The Urban Institute Retirement Plan assets move in 2024? ▼
The Urban Institute Retirement Plan grew at a solid clip - up 11.4% during 2024, from $296M to $330M. Reported net income was $34M.
How have The Urban Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Urban Institute's sponsor-wide assets grew 26.7%, from $260M to $330M.
Where does The Urban Institute Retirement Plan rank by assets among Form 5500 filers? ▼
The Urban Institute Retirement Plan ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to The Urban Institute Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Maryland Electrical Industry Severance & Annuity Fund in WV ($329M, 2,686 participants).

Next read for The Urban Institute Retirement Plan

Filing takeaways

Ways to act on The Urban Institute 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 520880375.

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.