· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
INSTITUTE FOR ENERGY RESEARCH — INSTITUTE FOR ENERGY RESEARCH 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250624114908NAL0016628802001
INSTITUTE FOR ENERGY RESEARCH
Form 5500-SF
FILING_RECEIVED
INSTITUTE FOR ENERGY RESEARCH 401(K) PLAN
401(k) retirement plan
Active participants
11
Accounts w/ balance
15
Plan assets (EOY)
$3.7M
Net assets (EOY)
$3.7M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
INSTITUTE FOR ENERGY RESEARCH
.
Find decision makers
Plan sponsor
Name
INSTITUTE FOR ENERGY RESEARCH
EIN
76-0149778
Address
1155 15TH STREET, NW · SUITE 525 · WASHINGTON, DC · 20005
Phone
(202) 380-7168
Industry
Other Services (ex. Public Admin)
see all
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
2025-06-24
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
INTERNATIONAL ANESTHESIA RESEARCH SOCIETY
THE INTERNATIONAL ANESTHESIA RESEARCH SOCIETY RETIREMENT PLAN
$3.7M · 11 participants
CONSUMER WATCHDOG
403(B) THRIFT PLAN OF CONSUMER WATCHDOG
$3.7M · 18 participants
JEWISH VOCATIONAL SERVICE, INC.
JEWISH VOCATIONAL SERVICE, INC. 403(B) PLAN
$3.7M · 239 participants
MARYLAND ASSOCIATION OF NONPROFIT ORGANIZATIONS, INC.
403(B) THRIFT PLAN FOR EMPLOYEES OF MARYLAND ASSOCIATION OF NONPROFIT ORGANIZATIONS, INC.
$3.7M · 35 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
CALIFORNIA-HAWAII ELKS MAJOR PROJECT, INC.
THE CHEMPI PENSION PLAN
$3.7M · 32 participants
CHRISTIAN ADVOCATES SERVING EVANGELISM, INC.
C.A.S.E. PENSION PLAN
$3.7M · 9 participants
Large plans in District of Columbia
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERS
CENTRAL PENSION FUND OF THE IUOE & PARTICIPATING EMPLOYERS
$27.4B · 104,686 participants
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND
IAM NATIONAL PENSION FUND
$15.0B · 102,863 participants
VANTAGETRUST COMPANY, LLC
VTI MISSIONSQUARE PLUS FUND
$9.8B
DANAHER CORPORATION
DANAHER CORPORATION & SUBSIDIARIES SAVINGS PLAN
$6.5B · 23,252 participants
GEICO CORPORATION
GEICO 401(K) SAVINGS PLAN
$6.2B · 28,209 participants
FEDERAL NATIONAL MORTGAGE ASSOCIATION
FEDERAL NATIONAL MORTGAGE ASSOCIATION RETIREMENT SAVINGS PLAN FOR EMPLOYEES
$4.6B · 8,187 participants
