Other · DOL Form 5500 · 2024

Amer. Inst. for Research in the Behavioral Sciences Retirement Plan

Data updated 2026-08-25

$260M
Total assets Near avg plan size
855
Participants Near avg headcount
95th
Percentile by assets National rank
$304,117
Avg per participant High balance/head
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Official DOL plan name: American Institutes for Research Retirement Plan · Sponsored by Amer. Inst. for Research in the Behavioral Sciences · Virginia · Professional & Technical Services

$260M in assets, 855 participants

Amer. Inst. for Research in the Behavioral Sciences's American Institutes for Research Retirement Plan reported $260M in total assets and 855 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #19,444 in Professional & Technical Services (20,173 peers)

Where American Institutes for Research Retirement Plan sits by assets

American Institutes for Research Retirement Plan sits in the top 5% of all filed plans by assets, $260M for 855 participants (~$304,117/participant), up 3.2% in 2024.

#19,444
in Professional & Technical Services (20,173 peers)
+3.2%
assets growth YoY
2.6×
vs typical plan assets (national mean)

American Institutes for Research Retirement Plan's outsized position by total assets

American Institutes for Research Retirement Plan vs every filed plan by assets

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

$260,020,236 Top 5% higher than 95% of 123,620 filed plans

This plan $0 $2,050,000,000 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

American Institutes for Research 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. American Institutes for Research Retirement Plan sits mid-pack in the medium band (855 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • American Institutes for Research Retirement Plan reported net income fell from $22M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • American Institutes for Research Retirement Plan reported participants fell from 926 in the plan year 2023 filing to 855 in the plan year 2024 filing.
  • American Institutes for Research Retirement Plan end-of-year assets rose from $252M in the plan year 2023 filing to $260M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 250965219 · Amer. Inst. for Research in the Behavioral Sciences PY 2024 · Other

American Institutes for Research Retirement Plan · $260M · 855 · 95th

  • EBSA $260M
  • PART 855
  • TYPE 95th
  • NET Other
  • BOOK near Haverford College Defined Contribution Retirement Plan
  • VS-ST ind #19444

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 Professional & Technical Services retirement plans → · Plans in Virginia →

American Institutes for Research Retirement Plan in the asset neighbourhood

The Dalton Schools, Inc. Retirement and Savings PlanThe Dalton Schools, Inc. Ret…$261MMorehouse School of Medicine 403(b) PlanMorehouse School of Medicine…$260MBrookings Savings and Retirement PlanBrookings Savings and Retire…$260MAmerican Institutes for Research Retirement PlanAmerican Institutes for Rese…$260MHaverford College Defined Contribution Retirement PlanHaverford College Defined Co…$260M
End-of-year total assets ($M) among American Institutes for Research Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$252M
Net Assets (End of Year)$260M
Net Income$8M
Employer EIN250965219
Plan Effective Date1955-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Amer. Inst. for Research in the Behavioral Sciences)

Sponsor-wide plan assets over time

All Amer. Inst. for Research in the Behavioral Sciences plans reported in each filing year

Latest sponsor-wide plan assets
$622M 36.87259206726019% vs 2022
2024 filing year
$400M$500M$600M$700M 202220232024 $455M $622M ▲ +36.9%
Year Plans Participants Total Assets
2022 2 2,179 $455M
2023 5 2,548 $574M
2024 4 2,540 $622M

Nearby Other Plans in Virginia

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

American Institutes for Research Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 0246 Total assets ($B) Participants American Institutes for Research Retirement Plan, Total assets ($B): 0.260020236 · Participants: 855American Institutes for Research Retirement PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 5.12389915 · Participants: 12379The Mitre Corporation Tax Sheltered Annuity PlanSentara 403(b) Savings Plan, Total assets ($B): 3.744462888 · Participants: 28192Sentara 403(b) Savings PlanThe George Washington University Supplemental Retirement Plan, Total assets ($B): 1.64916352 · Participants: 8262The George Washington University Supplemental Retirement PlanInstitute for Defense Analyses Tax Deferred Annuity Plan, Total assets ($B): 0.875147544 · Participants: 1541Institute for Defense Analyses Tax Deferred Annuity PlanCarilion Clinic 403(b) Retirement Savings Plan, Total assets ($B): 0.822189307 · Participants: 13296Carilion Clinic 403(b) Retirement Savings Plan
American Institutes for Research Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants

American Institutes for Research Retirement Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is Haverford College Defined Contribution Retirement Plan in PA ($260M); by covered participants it is The Metropolitan Opera Retirement Savings Plan in NY (856 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (855 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did American Institutes for Research Retirement Plan assets move in 2024?
American Institutes for Research Retirement Plan edged up modestly - up 3.2% during 2024, from $252M to $260M. Reported net income was $8M.
How have Amer. Inst. for Research in the Behavioral Sciences plan assets changed over time?
Across 3 plan years on file (2022-2024), Amer. Inst. for Research in the Behavioral Sciences's sponsor-wide assets grew 36.9%, from $455M to $622M.
Where does American Institutes for Research Retirement Plan rank by assets among Form 5500 filers?
American Institutes for Research Retirement Plan ranks in the 95th 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 American Institutes for Research Retirement Plan?
Among Other plans in other states, the closest by assets is Haverford College Defined Contribution Retirement Plan in PA ($260M, 1,100 participants).
Which Other plans cover a similar participant headcount to American Institutes for Research Retirement Plan?
Among Other plans in other states, the closest by covered participants is The Metropolitan Opera Retirement Savings Plan in NY (856 participants, $232M in assets).