Money Purchase · DOL Form 5500 · 2024
Resources for the Future, Inc. Money Purchase Plan
Data updated 2026-08-11
- $48M
- Total assets
- 70
- Participants
- 84th
- Percentile by assets
- $690,621
- Avg per participant
Official DOL plan name: Resources for the Future, Inc. 401(a) Retirement Plan · Sponsored by Resources for the Future, Inc. · District of Columbia · Educational Services
$48M in assets, 70 participants
Resources for the Future, Inc.'s Resources for the Future, Inc. 401(a) Retirement Plan reported $48M in total assets and 70 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.
- 84th percentile by assets (of 123,622 plans)
- #2,599 in Educational Services (3,638 peers)
Where Resources for the Future, Inc. 401(a) Retirement Plan sits by assets
Resources for the Future, Inc. 401(a) Retirement Plan sits in the top quartile of all filed plans by assets, $48M for 70 participants (~$690,621/participant), down 4.0% in 2024.
- $48M
- total plan assets (2024 EOY)
- 70
- covered participants
- 84th
- percentile by assets (of 123,622 plans)
- $690,621
- avg assets per participant
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Resources for the Future, Inc. 401(a) Retirement Plan reported net income fell from $8M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Resources for the Future, Inc. 401(a) Retirement Plan reported participants rose from 65 in the plan year 2023 filing to 70 in the plan year 2024 filing.
- Resources for the Future, Inc. 401(a) Retirement Plan end-of-year assets fell from $50M in the plan year 2023 filing to $48M in the plan year 2024 filing.
Resources for the Future, Inc. 401(a) Retirement Plan vs the 2024 asset distribution
By assets, Resources for the Future, Inc. 401(a) Retirement Plan outranks 84% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $50M |
|---|---|
| Net Assets (End of Year) | $48M |
| Net Income | -$2M |
| Employer EIN | 530220900 |
| Plan Effective Date | 1976-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Resources for the Future, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 130 | $60M |
| 2023 | 6 | 370 | $213M |
| 2024 | 9 | 602 | $260M |
Nearby Money Purchase Plans in District of Columbia
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Resources for the Future, Inc. 401(a) Retirement Plan vs. nearby Money Purchase plans in District of Columbia, assets vs. participants
- Aura, Inc. Money Purchase Pension Plan and Trust $428M · 1,531
- Nas Primary Retirement Plan $398M · 1,200
- Carnegie Institution of Washington Retirement Plan $242M · 514
- National Democratic Institute for International Affairs Money Purchase Pension Plan $64M · 309
- Nfl Players Association Money Purchase Pension Plan and Trust $57M · 99
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Resources for the Future, Inc. 401(a) Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Resources for the Future, Inc. 401(a) Retirement Plan assets move in 2024? ▼
How have Resources for the Future, Inc. plan assets changed over time? ▼
Where does Resources for the Future, Inc. 401(a) Retirement Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Resources for the Future, Inc. 401(a) Retirement Plan? ▼
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Ways to act on Resources for the Future, Inc. 401(a) Retirement Plan's numbers.
- By total assets, Resources for the Future, Inc. 401(a) Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in District of Columbia. Compare plans
- Resources for the Future, Inc.'s sponsor-wide assets have grown 331.0% since 2022 across 3 plan years on file. More Educational Services plans