How many benefit plans does Institute For Advanced Study report on Form 5500?

Institute For Advanced Study (EIN 21-0634988) reports 3 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Institute For Advanced Study?

The Employer Identification Number (EIN) reported for Institute For Advanced Study is 21-0634988.

What is the latest Form 5500 filing year for Institute For Advanced Study?

The latest loaded Form 5500 filing year for Institute For Advanced Study is 2023.

Institute For Advanced Study — 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, Institute For Advanced Study (EIN 21-0634988) is a plan sponsor located in Princeton, NJ with 3 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: 21-0634988
Location: Princeton, NJ
Loaded plans: 3
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 Institute For Advanced Study

3 loaded plans hold $146.2M in reported assets.
The largest, Institute For Advanced Study Defined Contribution Retirement Plan, holds 57% of this company's reported plan assets.
Plans cover 876 reported participants.
2 of 3 plans report full financial statements.
1 report Schedule C provider compensation.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$146.2MSummed across loaded plans$146,209,830

Total reported assets$146.2M$146,209,830

Total reported participants876

Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$146.2M total assets

Net assets$146.2MLiabilities—

Contributions & income

Employer contributions$2.4M

Participant contributions$1.5M

Total income / additions$21.9M

Expenses & distributions

Benefits paid / distributions$5.3M

Total expenses$5.4M

Net increase / (decrease)$16.5M

Data coverage

Plans with financial statements2 / 3 (67%)

Plans with provider compensation1 / 3 (33%)

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 assets57%Institute For Advanced Study Defined Contribution Retirement Plan

Participants per plan292Average across loaded plans

Loaded plans3

Ranked by reported assets

Largest loaded plans

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

1
Institute For Advanced Study Defined Contribution Retirement Plan$83M
Plan #002 · 380 participants · 2023
2
Institute For Advanced Study Tax Deferred Annuity Plan$63.2M
Plan #003 · 281 participants · 2023
3
Institute For Advanced Study Welfare Benefit Plannot reported in the loaded dataset
Plan #505 · 215 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 Institute For Advanced Study. Open one for its full reported snapshot.

2023
Institute For Advanced Study Welfare Benefit Plan215 participants · 2No schedules
View filing →
2023
Institute For Advanced Study Defined Contribution Retirement Plan380 participants · 2Sch HSch C
View filing →
2023
Institute For Advanced Study Tax Deferred Annuity Plan281 participants · 2Sch H
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Institute For Advanced Study report on Form 5500?: Institute For Advanced Study (EIN 21-0634988) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Institute For Advanced Study?: The Employer Identification Number (EIN) reported for Institute For Advanced Study is 21-0634988.
What is the latest Form 5500 filing year for Institute For Advanced Study?: The latest loaded Form 5500 filing year for Institute For Advanced Study is 2023.