Money Purchase · DOL Form 5500 · 2024

Resources for the Future, Inc. Money Purchase Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
70
Participants Small participant base
84th
Percentile by assets National rank
$690,621
Avg per participant High balance/head
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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.

  • #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.

#2,599
in Educational Services (3,638 peers)
-4.0%
assets change YoY
0.5×
vs typical plan assets (national mean)

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.

Resources for the Future, Inc. 401(a) Retirement Plan's outsized position by total assets

Resources for the Future, Inc. 401(a) Retirement Plan vs every filed plan by assets

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

$48,343,473 Top 16% higher than 84% 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

Resources for the Future, Inc. 401(a) Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Resources for the Future, Inc. 401(a) Retirement Plan is a small filing (70 participants) on this national headcount ladder.

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.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 530220900 · Resources for the Future, Inc. PY 2024 · Money Purchase

Resources for the Future, Inc. 401(a) Retirement Plan · $48M · 70 · 84th

  • PART $48M
  • TYPE 70
  • NET 84th
  • BOOK Money Purchase
  • VS-ST near Miner Enterprises Pension Plan
  • BOY ind #2599

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 District of Columbia →

Resources for the Future, Inc. 401(a) Retirement Plan in the asset neighbourhood

Southeast Laborers Supplemental Pension FundSoutheast Laborers Supplemen…$49MResources for the Future, Inc. 401(a) Retirement PlanResources for the Future, In…$48MMiner Enterprises Pension PlanMiner Enterprises Pension Pl…$48MRoofers Union Local No. 70 Pension PlanRoofers Union Local No. 70 P…$48MMoney Accumulation Pension Plan for Employees of Eastern Los AngelesMoney Accumulation Pension P…$48M
End-of-year total assets ($M) among Resources for the Future, Inc. 401(a) Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$48M
Net Income-$2M
Employer EIN530220900
Plan Effective Date1976-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Resources for the Future, Inc.)

Sponsor-wide plan assets over time

All Resources for the Future, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$260M 331.0210511061355% vs 2022
2024 filing year
$0M$100M$200M$300M 202220232024 $60.2M $260M ▲ +331.0%
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 Scatter plot of 6 data points. -5000500100015002000 0100200300400500 Total assets ($M) Participants Resources for the Future, Inc. 401(a) Retirement Plan, Total assets ($M): 48.343473 · Participants: 70Resources for the Future, Inc. 401(a) Retirement PlanAura, Inc. Money Purchase Pension Plan and Trust, Total assets ($M): 428.070601 · Participants: 1531Aura, Inc. Money Purchase Pension Plan and TrustNas Primary Retirement Plan, Total assets ($M): 398.240238 · Participants: 1200Nas Primary Retirement PlanCarnegie Institution of Washington Retirement Plan, Total assets ($M): 241.745972 · Participants: 514Carnegie Institution of Washington Retirement PlanNational Democratic Institute for International Affairs Money Purchase Pension Plan, Total assets ($M): 64.184603 · Participants: 309National Democratic Institute for International Affairs Money Purchase Pension PlanNfl Players Association Money Purchase Pension Plan and Trust, Total assets ($M): 57.231902 · Participants: 99Nfl Players Association Money Purchase Pension Plan and Trust
Resources for the Future, Inc. 401(a) Retirement Plan vs. nearby Money Purchase plans in District of Columbia, assets vs. participants
Compare Resources for the Future, Inc. 401(a) Retirement Plan side-by-side with 3 peers →

Resources for the Future, Inc. 401(a) Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside District of Columbia, the nearest Money Purchase by assets is Miner Enterprises Pension Plan in IL ($48M); by covered participants it is International Longshoremen's Association Local 1969 Pension Plan in IN (70 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (70 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 Resources for the Future, Inc. 401(a) Retirement Plan assets move in 2024? ▼
Resources for the Future, Inc. 401(a) Retirement Plan edged down modestly - down 4.0% during 2024, from $50M to $48M. Reported net income was -$2M.
How have Resources for the Future, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Resources for the Future, Inc.'s sponsor-wide assets grew 331.0%, from $60M to $260M.
Where does Resources for the Future, Inc. 401(a) Retirement Plan rank by assets among Form 5500 filers? ▼
Resources for the Future, Inc. 401(a) Retirement Plan ranks in the 84th 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 Money Purchase plans are similar in size to Resources for the Future, Inc. 401(a) Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Miner Enterprises Pension Plan in IL ($48M, 316 participants).
Which Money Purchase plans cover a similar participant headcount to Resources for the Future, Inc. 401(a) Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is International Longshoremen's Association Local 1969 Pension Plan in IN (70 participants, $19M 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 530220900.

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.