Peter G. Peterson Institute For International Economics — 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, Peter G. Peterson Institute For International Economics (EIN 52-1226967) is a plan sponsor located in Washington, DC with 1 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
52-1226967
Location
Washington, DC
Loaded plans
1
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 Peter G. Peterson Institute For International Economics

  • 1 loaded plans hold $22.3M in reported assets.
  • The largest, Retirement Plan For Employees Of The Peterson Institute For International Economics, holds 100% of this company's reported plan assets.
  • Plans cover 115 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$22.3MSummed across loaded plans$22,273,362
Total reported assets$22.3M$22,273,362
Total reported participants115
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$22.3M total assets
Net assets$22.3MLiabilities
Contributions & income
Employer contributions$610K
Participant contributionsNot reported
Total income / additions$3.3M
Expenses & distributions
Benefits paid / distributions$213.7K
Total expenses$219.5K
Net increase / (decrease)$3.1M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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 assets100%Retirement Plan For Employees Of The Peterson Institute For International Economics
Participants per plan115Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

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

  1. 1
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Peter G. Peterson Institute For International Economics. Open one for its full reported snapshot.

  1. 2023
    Retirement Plan For Employees Of The Peterson Institute For International Economics115 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Peter G. Peterson Institute For International Economics report on Form 5500?
Peter G. Peterson Institute For International Economics (EIN 52-1226967) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Peter G. Peterson Institute For International Economics?
The Employer Identification Number (EIN) reported for Peter G. Peterson Institute For International Economics is 52-1226967.
What is the latest Form 5500 filing year for Peter G. Peterson Institute For International Economics?
The latest loaded Form 5500 filing year for Peter G. Peterson Institute For International Economics is 2023.

Related Form 5500 pages