Original filing (PDF)20251007171714NAL0005107137001

The Commonwealth Institute for Fiscal Analysis

Name: The Commonwealth Institute for Fiscal Analysis — Form 5500 Plan 001 (2024)
Creator: The Commonwealth Institute for Fiscal Analysis
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Commonwealth Institute for Fiscal Analysis 403(b) Plan

403(b) retirement plan · The Commonwealth Institute for Fiscal Analysis' The Commonwealth Institute for Fiscal Analysis 403(b) Plan held $1.3M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

The Commonwealth Institute for Fiscal Analysis' EIN is 27-1598303.

EIN 27-1598303

Plan number 001

Plan year 2024

ACK ID 20251007171714NAL0005107137001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Commonwealth Institute for Fiscal Analysis from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Commonwealth Institute for Fiscal Analysis' plan includes profit-sharing, a 403(b) annuity, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE COMMONWEALTH INSTITUTE FOR FISCAL ANALYSIS.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score