Other · DOL Form 5500 · 2024

Urban Land Institute Retirement Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
256
Participants Below avg headcount
80th
Percentile by assets National rank
$142,690
Avg per participant Near avg balance/head
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Official DOL plan name: Urban Land Institute 403(b) Plan · Sponsored by Urban Land Institute · District of Columbia · Real Estate

$37M in assets, 256 participants

Urban Land Institute's Urban Land Institute 403(b) Plan reported $37M in total assets and 256 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #4,195 in Real Estate (4,605 peers)

Coverage in District of Columbia

Urban Land Institute 403(b) Plan covers 256 participants in District of Columbia, about 18% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $37M.

#4,195
in Real Estate (4,605 peers)
+24.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Urban Land Institute 403(b) Plan's outsized position by total assets

Urban Land Institute 403(b) Plan vs every filed plan by assets

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

$36,528,588 Top 20% higher than 80% 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

Urban Land Institute 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. Urban Land Institute 403(b) Plan sits mid-pack in the medium band (256 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Urban Land Institute 403(b) Plan reported net income rose from $2M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Urban Land Institute 403(b) Plan end-of-year assets rose from $29M in the plan year 2023 filing to $37M in the plan year 2024 filing.
  • Urban Land Institute 403(b) Plan reported participants rose from 231 in the plan year 2023 filing to 256 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 530159845 · Urban Land Institute PY 2024 · Other

Urban Land Institute 403(b) Plan · $37M · 256 · 80th

  • RANK $37M
  • RANK 256
  • RANK 80th
  • RANK Other
  • RANK near Coleman World Group, LLC Savings & Protection Plan
  • RANK ind #4195

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 Real Estate retirement plans → · Plans in District of Columbia →

Urban Land Institute 403(b) Plan in the asset neighbourhood

Mitchell College Retirement PlanMitchell College Retirement …$37MUrban Land Institute 403(b) PlanUrban Land Institute 403(b) …$37MColeman World Group, LLC Savings & Protection PlanColeman World Group, LLC Sav…$37MMemorial Health Care Systems Tax Deferred Annuity PlanMemorial Health Care Systems…$36MThe Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement PlanThe Webb Schools Tax-Deferre…$36M
End-of-year total assets ($M) among Urban Land Institute 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

District of Columbia filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$37M
Net Income$7M
Employer EIN530159845
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Urban Land Institute)

Sponsor-wide plan assets over time

All Urban Land Institute plans reported in each filing year

Latest sponsor-wide plan assets
$37M 35.39056368758107% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27M $36.5M ▲ +35.4%
Year Plans Participants Total Assets
2022 2 426 $27M
2023 1 231 $29M
2024 1 256 $37M

Nearby Other Plans in District of Columbia

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

Urban Land Institute 403(b) Plan vs. nearby Other plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -10123 Total assets ($B) Participants Urban Land Institute 403(b) Plan, Total assets ($B): 0.036528588 · Participants: 256Urban Land Institute 403(b) PlanInt'l Brotherhood of Electrical Workers' Pension Benefit Fund, Total assets ($B): 2.75808979 · Participants: 450729Int'l Brotherhood of Electrical Workers' Pension Benefit FundGeorgetown University Defined Contribution Retirement Plan, Total assets ($B): 2.450782108 · Participants: 4882Georgetown University Defined Contribution Retirement PlanAmerican University Defined Contribution Retirement Plan, Total assets ($B): 1.352129486 · Participants: 5480American University Defined Contribution Retirement PlanHoward University Savings Plan, Total assets ($B): 1.199524542 · Participants: 6543Howard University Savings PlanGeorgetown University Voluntary Contribution Retirement Plan, Total assets ($B): 0.979239156 · Participants: 14512Georgetown University Voluntary Contribution Retirement Plan
Urban Land Institute 403(b) Plan vs. nearby Other plans in District of Columbia, assets vs. participants
Compare Urban Land Institute 403(b) Plan side-by-side with 3 peers →

Urban Land Institute 403(b) Plan's out-of-state Other peers by assets and headcount

Outside District of Columbia, the nearest Other by assets is Coleman World Group, LLC Savings & Protection Plan in AL ($37M); by covered participants it is Stewart Memorial Community Hospital Internal Revenue Code Section 403(b) in IA (256 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (256 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 Urban Land Institute 403(b) Plan assets move in 2024? ▼
Urban Land Institute 403(b) Plan grew sharply - up 24.8% during 2024, from $29M to $37M. Reported net income was $7M.
How have Urban Land Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Urban Land Institute's sponsor-wide assets grew 35.4%, from $27M to $37M.
Where does Urban Land Institute 403(b) Plan rank by assets among Form 5500 filers? ▼
Urban Land Institute 403(b) Plan ranks in the 80th 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 Urban Land Institute 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Coleman World Group, LLC Savings & Protection Plan in AL ($37M, 1,306 participants).
Which Other plans cover a similar participant headcount to Urban Land Institute 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Stewart Memorial Community Hospital Internal Revenue Code Section 403(b) in IA (256 participants, $26M in assets).

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 530159845.

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.