Other · DOL Form 5500 · 2024

The Institute for Effective Education Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
214
Participants Below avg headcount
44th
Percentile by assets National rank
$25,606
Avg per participant Low balance/head
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Official DOL plan name: The Institute for Effective Education 403(b) Plan · Sponsored by The Institute for Effective Education · California · Educational Services

$5M in assets, 214 participants

The Institute for Effective Education's The Institute for Effective Education 403(b) Plan reported $5M in total assets and 214 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

  • #1,029 in Educational Services (3,638 peers)

Coverage in California

The Institute for Effective Education 403(b) Plan covers 214 participants in California, about 34% of the average California filer (state average ~630 per filing). Assets: $5M.

#1,029
in Educational Services (3,638 peers)
+22.5%
assets growth YoY

The Institute for Effective Education 403(b) Plan's mid-pack asset rank among Educational Services and all filers

The Institute for Effective Education 403(b) Plan vs every filed plan by assets

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

$5,479,724 44th percentile higher than 44% 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

The Institute for Effective Education 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. The Institute for Effective Education 403(b) Plan sits mid-pack in the medium band (214 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Institute for Effective Education 403(b) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • The Institute for Effective Education 403(b) Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • The Institute for Effective Education 403(b) Plan reported participants rose from 191 in the plan year 2023 filing to 214 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 952773236 · The Institute for Effective Education PY 2024 · Other

The Institute for Effective Education 403(b) Plan · $5M · 214 · 44th

  • TYPE $5M
  • NET 214
  • BOOK 44th
  • VS-ST Other
  • BOY near 403(b) Thrift Plan of Kipp Chicago Schools
  • SCH ind #1029

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 Educational Services retirement plans → · Plans in California →

The Institute for Effective Education 403(b) Plan in the asset neighbourhood

403(b) Thrift Plan of Kipp Chicago Schools403(b) Thrift Plan of Kipp C…$5MNewhaven Counseling and Health Services 403(b) PlanNewhaven Counseling and Heal…$5MThe Institute for Effective Education 403(b) PlanThe Institute for Effective …$5MUcp of Central Florida 403(b) PlanUcp of Central Florida 403(b…$5M403(b) Thrift Plan of Goodwill Industries of Southwest Florida, Inc.403(b) Thrift Plan of Goodwi…$5M
End-of-year total assets ($M) among The Institute for Effective Education 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN952773236
Plan Effective Date2008-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Institute for Effective Education)

Sponsor-wide plan assets over time

All The Institute for Effective Education plans reported in each filing year

Latest sponsor-wide plan assets
$5M 68.25650460824964% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.26M $5.48M ▲ +68.1%
Year Plans Participants Total Assets
2022 1 281 $3M
2023 1 191 $4M
2024 1 214 $5M

Nearby Other Plans in California

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

The Institute for Effective Education 403(b) Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants The Institute for Effective Education 403(b) Plan, Total assets ($B): 0.005479724 · Participants: 214The Institute for Effective Education 403(b) PlanStanford Contributory Retirement Plan, Total assets ($B): 12.568126014 · Participants: 22753Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 7.632419022 · Participants: 54954Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 6.931286515 · Participants: 24152Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 5.246676378 · Participants: 10970Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.81831751 · Participants: 20886University of Southern California Tax-Deferred Annuity Plan
The Institute for Effective Education 403(b) Plan vs. nearby Other plans in California, assets vs. participants
Compare The Institute for Effective Education 403(b) Plan side-by-side with 3 peers →

The Institute for Effective Education 403(b) Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is 403(b) Thrift Plan of Kipp Chicago Schools in IL ($5M); by covered participants it is Paideia School Retirement Plan in GA (214 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (214 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 The Institute for Effective Education 403(b) Plan assets move in 2024? ▼
The Institute for Effective Education 403(b) Plan grew sharply - up 22.5% during 2024, from $4M to $5M. Reported net income was $1M.
How have The Institute for Effective Education plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Institute for Effective Education's sponsor-wide assets grew 68.3%, from $3M to $5M.
Which Other plans are similar in size to The Institute for Effective Education 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of Kipp Chicago Schools in IL ($5M, 116 participants).
Which Other plans cover a similar participant headcount to The Institute for Effective Education 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Paideia School Retirement Plan in GA (214 participants, $81M 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 952773236.

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.