The Brookings Institution — 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, The Brookings Institution (EIN 53-0196577) is a plan sponsor located in Washington, DC with 5 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
53-0196577
Location
Washington, DC
Loaded plans
5
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 The Brookings Institution

  • 5 loaded plans hold $237.5M in reported assets.
  • The largest, Brookings Savings And Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 2,803 reported participants.
  • 1 of 5 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$237.5MSummed across loaded plans$237,459,643
Total reported assets$237.5M$237,459,643
Total reported participants2.8K2,803
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$237.5M total assets
Net assets$237.5MLiabilities
Contributions & income
Employer contributions$4.8M
Participant contributions$3.7M
Total income / additions$43.2M
Expenses & distributions
Benefits paid / distributions$9.1M
Total expenses$9.2M
Net increase / (decrease)$34.1M

Data coverage

Plans with financial statements1 / 5 (20%)
Plans with provider compensation1 / 5 (20%)

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%Brookings Savings And Retirement Plan
Participants per plan561Average across loaded plans
Loaded plans5
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Plan #001 · 1,365 participants · 2023
  2. 2
    Group Life Insurance Plannot reported in the loaded dataset
    Plan #503 · 409 participants · 2023
  3. 3
    Group Travel Accident Insurancenot reported in the loaded dataset
    Plan #504 · 407 participants · 2023
  4. 4
    Group Total Disability Benefits Plannot reported in the loaded dataset
    Plan #501 · 312 participants · 2023
  5. 5
    The Brookings Institution Health Care Plannot reported in the loaded dataset
    Plan #505 · 310 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for The Brookings Institution. Open one for its full reported snapshot.

  1. 2023
    Group Life Insurance Plan409 participants · 2No schedules
    View filing →
  2. 2023
    Group Total Disability Benefits Plan312 participants · 2No schedules
    View filing →
  3. 2023
    The Brookings Institution Health Care Plan310 participants · 2No schedules
    View filing →
  4. 2023
    Brookings Savings And Retirement Plan1,365 participants · 2Sch HSch C
    View filing →
  5. 2023
    Group Travel Accident Insurance407 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does The Brookings Institution report on Form 5500?
The Brookings Institution (EIN 53-0196577) reports 5 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for The Brookings Institution?
The Employer Identification Number (EIN) reported for The Brookings Institution is 53-0196577.
What is the latest Form 5500 filing year for The Brookings Institution?
The latest loaded Form 5500 filing year for The Brookings Institution is 2023.

Related Form 5500 pages