How many benefit plans does National Bureau Of Economic Research, Inc. report on Form 5500?

National Bureau Of Economic Research, Inc. (EIN 13-1641075) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for National Bureau Of Economic Research, Inc.?

The Employer Identification Number (EIN) reported for National Bureau Of Economic Research, Inc. is 13-1641075.

What is the latest Form 5500 filing year for National Bureau Of Economic Research, Inc.?

The latest loaded Form 5500 filing year for National Bureau Of Economic Research, Inc. is 2023.

National Bureau Of Economic Research, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, National Bureau Of Economic Research, Inc. (EIN 13-1641075) is a plan sponsor located in Cambridge, MA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 13-1641075
Location: Cambridge, MA
Loaded plans: 2
Latest filing year: 2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for National Bureau Of Economic Research, Inc.

2 loaded plans hold $149.1M in reported assets.
The largest, National Bureau Of Economic Research Money Purchase Pension Plan, holds 76% of this company's reported plan assets.
Plans cover 1,374 reported participants.
2 of 2 plans report full financial statements.
1 report Schedule C provider compensation.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$149.1MSummed across loaded plans$149,086,080

Total reported assets$149.1M$149,086,080

Total reported participants1.4K1,374

Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$149.1M total assets

Net assets$149.1MLiabilities—

Contributions & income

Employer contributions$1.9M

Participant contributions$456.9K

Total income / additions$23.1M

Expenses & distributions

Benefits paid / distributions$3.8M

Total expenses$3.8M

Net increase / (decrease)$19.3M

Data coverage

Plans with financial statements2 / 2 (100%)

Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets76%National Bureau Of Economic Research Money Purchase Pension Plan

Participants per plan687Average across loaded plans

Loaded plans2

Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

1
National Bureau Of Economic Research Money Purchase Pension Plan$114M
Plan #003 · 1,063 participants · 2023
2
National Bureau Of Economic Research, Inc. Tax-Deferred Annuity Plan$35.1M
Plan #002 · 311 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for National Bureau Of Economic Research, Inc.. Open one for its full reported snapshot.

2023
National Bureau Of Economic Research, Inc. Tax-Deferred Annuity Plan311 participants · 2Sch H
View filing →
2023
National Bureau Of Economic Research Money Purchase Pension Plan1,063 participants · 2Sch HSch C
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does National Bureau Of Economic Research, Inc. report on Form 5500?: National Bureau Of Economic Research, Inc. (EIN 13-1641075) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for National Bureau Of Economic Research, Inc.?: The Employer Identification Number (EIN) reported for National Bureau Of Economic Research, Inc. is 13-1641075.
What is the latest Form 5500 filing year for National Bureau Of Economic Research, Inc.?: The latest loaded Form 5500 filing year for National Bureau Of Economic Research, Inc. is 2023.