How big is World Resources Institute's plan?

World Resources Institute's plan reported $126.8M in assets and 670 participants for 2024.

Original filing (PDF)20251114075330NAL0001393891001

World Resources Institute

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

Form 5500

FILING_RECEIVED

World Resources Institute Pension Plan

403(b) retirement plan · World Resources Institute's World Resources Institute Pension Plan held $126.8M in plan assets for 670 participants in 2024.

Signals · 1

Late participant contributions

Active participants

670

Accounts w/ balance

1,149

Plan assets (EOY)

$126.8M

Net assets (EOY)

$126.8M

People on this filing

Charlene Fuller signed World Resources Institute's 2024 Form 5500 as plan administrator.

Charlene Fuller — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

World Resources Institute's EIN is 52-1257057.

EIN 52-1257057

Plan number 001

Plan year 2024

ACK ID 20251114075330NAL0001393891001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

World Resources Institute's plan includes profit-sharing, ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WORLD RESOURCES INSTITUTE.

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How this plan invests

This plan

43 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 2536K (21% of contributions).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

WORLD RESOURCES INSTITUTE

EIN

all filings

Address

10 G STREET NORTHEAST · WASHINGTON, DC · 20002

Phone

(202) 729-7810

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-11-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

2 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
CETERA ADVISOR NETWORKS LLC	—	VIENNA, VA	NONE	$225K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
CPI QUALIFIED PLAN CONSULTANTS, INC	48-1205033	—	NONE	$61K	—

Investments

43 direct securities· $126.8M(100% of reported assets)

Mutual Funds

$83.5M

23 holdings

Common Collective Trusts

$30.4M

5 holdings

Other securities

$8.7M

12 holdings

U.S. Treasuries

$2.1M

1 holding

Common Stocks

$1.2M

1 holding

Stable Value

$906K

1 holding

					% of plan
Vanguard Growth Index Admiral Mutual Fund	Mutual Funds	—	—	$16.9M	13.4%
Vanguard 500 Index Admiral Mutual Fund	Common Collective Trusts	—	—	$16.8M	13.3%
Vanguard Balanced Index ADM Mutual Fund	Mutual Funds	—	—	$12.8M	10.1%
Vanguard Value Index ADM Mutual Fund	Mutual Funds	—	—	$9.1M	7.2%
Calvert US Large Cap Core RSPNB IDX I Mutual Fund	Common Collective Trusts	—	—	$7.0M	5.5%
Vanguard Mid-Cap value Index Admiral Mutual Fund	Mutual Funds	—	—	$6.3M	5.0%
Vanguard FTSE Social Index Admiral Mutual Fund	Mutual Funds	—	—	$6.1M	4.8%
Vanguard Small Cap Growth Index Admiral Mutual Fund	Mutual Funds	—	—	$4.5M	3.6%
Vanguard Interm-Term Investment - Grde ADM Mutual Fund	Mutual Funds	—	—	$4.0M	3.1%
Vanguard Mid-Cap Growth Index Admiral Mutual Fund	Mutual Funds	—	—	$3.6M	2.9%
Calvert US Midcap Cap Core RSPNB IDX I Mutual Fund	Common Collective Trusts	—	—	$3.3M	2.6%
Fidelity Advisor Semiconductors Z Mutual Fund	Mutual Funds	—	—	$3.2M	2.6%
Vanguard High-Yield Corporate ADM Mutual Fund	Mutual Funds	—	—	$3.0M	2.4%
Fidelity Emerging Markets IDX Mutual Fund	Common Collective Trusts	—	—	$2.7M	2.2%
Vanguard Small Cap Index ADM Mutual Fund	Mutual Funds	—	—	$2.6M	2.1%
Vanguard International Growth ADM Mutual Fund	Mutual Funds	—	—	$2.4M	1.9%
Fidelity International Index Mutual Fund	Mutual Funds	—	—	$2.2M	1.7%
Domini Impact Bond Institutional Mutual Fund	U.S. Treasuries	—	—	$2.1M	1.6%
Praxis Value Index I Mutual Fund	Other securities	—	—	$1.8M	1.4%
Victory RS Global R6	Other securities	—	—	$1.7M	1.4%
Vanguard Small Cap Value Index Admiral Mutual Fund	Mutual Funds	—	—	$1.7M	1.3%
Columbia Mid Cap Index INST2 Mutual Fund	Other securities	—	—	$1.6M	1.3%
Praxis Inter Inc I Mutual Fund	Common Stocks	—	—	$1.2M	0.9%
Calvert Balanced I Mutual Fund	Other securities	—	—	$1.1M	0.8%
Vanguard Health Care ADM Mutual Fund	Mutual Funds	—	—	$1.1M	0.8%
American Funds New Perspective R6 Mutual Fund	Mutual Funds	—	—	$954K	0.8%
CMFG Life Stable Value (423) Insurance Contract	Stable Value	—	—	$906K	0.7%
Ishares ESG MSCI EAFE ETF Exchange Traded Fund	Other securities	—	—	$767K	0.6%
Vanguard Total Bond Market Index ADM Mutual Fund	Mutual Funds	—	—	$712K	0.6%
Vanguard Real Estate Index Amiral Mutual Fund	Mutual Funds	—	—	$698K	0.6%
Impax EvtGlb Womens LdrIv Mutual Fund	Other securities	—	—	$693K	0.5%
Vanguard Short-Term Corp BD IDX Admiral Mutual Fund	Common Collective Trusts	—	—	$587K	0.5%
Vanguard Interm-Term Treasury ADM Mutual Fund	Mutual Funds	—	—	$576K	0.5%
Notes receivable from participants terms ranging from one to ten years	Other securities	—	—	$427K	0.3%
American Funds Capital Income Bldr R6 Mutual Fund	Mutual Funds	—	—	$356K	0.3%
Parnassus Mid Cap Mutual Fund	Other securities	—	—	$260K	0.2%
American Funds New World R6 Mutual Fund	Mutual Funds	—	—	$251K	0.2%
Parnassus Mid Cap Institutional Mutual Fund	Other securities	—	—	$249K	0.2%
Vanguard Inflation-Protected SECS ADM Mutual Fund	Mutual Funds	—	—	$213K	0.2%
Fidelity Advisor Health Care I Mutual Fund	Mutual Funds	—	—	$204K	0.2%
Calvert Global Water I Mutual Fund	Other securities	—	—	$93K	<0.1%
JPMorgan Corporate Bond R6 Mutual Fund	Other securities	—	—	$24K	<0.1%
Calvert Small Cap Fund I Mutual Fund	Other securities	—	—	$7K	<0.1%