How big is Competitive Enterprise Institute's plan?

Competitive Enterprise Institute's plan reported $3.2M in assets and 40 participants for 2025.

Original filing (PDF)20260505084935NAL0001484386001

Competitive Enterprise Institute

Name: Competitive Enterprise Institute — Competitive, Form 5500 (2025)
Creator: Competitive Enterprise Institute
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Competitive Enterprise Institute Personal Savings Plan

403(b) retirement plan · Competitive Enterprise Institute's Competitive Enterprise Institute Personal Savings Plan held $3.2M in plan assets for 40 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

Carrie Diamond signed Competitive Enterprise Institute's 2025 Form 5500 as plan administrator.

Carrie Diamond — 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

Competitive Enterprise Institute's EIN is 52-1351785.

EIN 52-1351785

Plan number 001

Plan year 2025

ACK ID 20260505084935NAL0001484386001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Competitive Enterprise Institute from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Competitive Enterprise Institute's plan includes ERISA 404(c) participant direction, a 403(b) annuity.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COMPETITIVE ENTERPRISE 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