Other · DOL Form 5500 · 2024
National Bureau of Economic Research, Inc. Retirement Plan
Data updated 2026-08-25
- $124M
- Total assets Near avg plan size
- 624
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $199,355
- Avg per participant Above avg balance/head
Official DOL plan name: National Bureau of Economic Research Money Purchase Pension Plan · Sponsored by National Bureau of Economic Research, Inc. · Massachusetts · Professional & Technical Services
$124M in assets, 624 participants
National Bureau of Economic Research, Inc.'s National Bureau of Economic Research Money Purchase Pension Plan reported $124M in total assets and 624 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #18,765 in Professional & Technical Services (20,173 peers)
Where National Bureau of Economic Research Money Purchase Pension Plan sits by assets
National Bureau of Economic Research Money Purchase Pension Plan sits in the top 10% of all filed plans by assets, $124M for 624 participants (~$199,355/participant), up 9.1% in 2024.
- #18,765
- in Professional & Technical Services (20,173 peers)
- +9.1%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
National Bureau of Economic Research Money Purchase Pension Plan's outsized position by total assets
National Bureau of Economic Research Money Purchase Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$124,397,683 Top 8% higher than 92% 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
National Bureau of Economic Research Money Purchase Pension 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. National Bureau of Economic Research Money Purchase Pension Plan sits mid-pack in the medium band (624 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- National Bureau of Economic Research Money Purchase Pension Plan reported net income fell from $16M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- National Bureau of Economic Research Money Purchase Pension Plan end-of-year assets rose from $114M in the plan year 2023 filing to $124M in the plan year 2024 filing.
- National Bureau of Economic Research Money Purchase Pension Plan reported participants rose from 612 in the plan year 2023 filing to 624 in the plan year 2024 filing.
DOL schedule card
Filing strip 131641075 · National Bureau of Economic Research, Inc. PY 2024 · Other
National Bureau of Economic Research Money Purchase Pension Plan · $124M · 624 · 92nd
- BOY $124M
- BOY 624
- BOY 92nd
- BOY Other
- BOY near Mount Saint Mary's University 403(b) Retirement Pl
- BOY ind #18765
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 Massachusetts →
National Bureau of Economic Research Money Purchase Pension Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $114M |
|---|---|
| Net Assets (End of Year) | $124M |
| Net Income | $10M |
| Employer EIN | 131641075 |
| Plan Effective Date | 1982-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (National Bureau of Economic Research, Inc.)
Sponsor-wide plan assets over time
All National Bureau of Economic Research, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $162M 25.011598873024315% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 672 | $130M |
| 2023 | 2 | 681 | $149M |
| 2024 | 2 | 689 | $162M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- Harvard University Tax Deferred Annuity Plan $4.3B · 24,395
- Beth Israel Lahey 403(b) Retirement Savings Plan $3.5B · 33,591
- Boston University Retirement Plan $3.0B · 8,173
- Northeastern University Retirement Plan $2.6B · 8,900
- Boston University Supplemental Retirement and Savings Plan $1.7B · 12,869
National Bureau of Economic Research Money Purchase Pension Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Mount Saint Mary's University 403(b) Retirement Pl in CA ($124M); by covered participants it is Oclc Retirement Plan in OH (624 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($124M here).
Similar participant headcount
Nearest other-state filings by covered participants (624 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.