Other · DOL Form 5500 · 2024
National Bureau of Economic Research, Inc. Retirement Plan
Data updated 2026-08-11
- $124M
- Total assets
- 624
- Participants
- 92nd
- Percentile by assets
- $199,355
- Avg per participant
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.
- 92nd percentile by assets (of 123,622 plans)
- #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.
- $124M
- total plan assets (2024 EOY)
- 624
- covered participants
- 92nd
- percentile by assets (of 123,622 plans)
- $199,355
- avg assets per participant
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.
National Bureau of Economic Research Money Purchase Pension Plan vs the 2024 asset distribution
By assets, National Bureau of Economic Research Money Purchase Pension Plan outranks 92% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).
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.)
| 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.
National Bureau of Economic Research Money Purchase Pension Plan vs. nearby Other plans in Massachusetts, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to National Bureau of Economic Research Money Purchase Pension Plan by total assets, not by location.
Frequently Asked Questions
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Ways to act on National Bureau of Economic Research Money Purchase Pension Plan's numbers.
- By total assets, National Bureau of Economic Research Money Purchase Pension Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
- National Bureau of Economic Research, Inc.'s sponsor-wide assets have grown 25.0% since 2022 across 3 plan years on file. More Professional & Technical Services plans