How big is Employee Benefit Research Institute's plan?

Employee Benefit Research Institute's plan reported $7.7M in assets and 13 participants for 2024.

Original filing (PDF)20250729134237NAL0001359955001

Employee Benefit Research Institute

Name: Employee Benefit Research Institute — Employee, Form 5500 (2024)
Creator: Employee Benefit Research Institute
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Employee Benefit Research Institute 401(k) Plan

401(k) retirement plan · Employee Benefit Research Institute's Employee Benefit Research Institute 401(k) Plan held $7.7M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.7M

Net assets (EOY)

$7.7M

Plan identifiers

Employee Benefit Research Institute's EIN is 52-1134631.

EIN 52-1134631

Plan number 002

Plan year 2024

ACK ID 20250729134237NAL0001359955001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Employee Benefit Research Institute from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Employee Benefit Research Institute's plan includes profit-sharing, a 401(k) feature, 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 EMPLOYEE BENEFIT RESEARCH INSTITUTE.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

EMPLOYEE BENEFIT RESEARCH INSTITUTE

EIN

all filings

Address

901 D STREET, SW, SUITE 802 · WASHINGTON, DC · 20024

Phone

(202) 775-6300

Industry

Other Services (ex. Public Admin)

Plan administrator