Plan5500

The Aspen Institute — 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 Aspen Institute (EIN 84-0399006) is a plan sponsor located in Washington, DC 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
84-0399006
Location
Washington, DC
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 The Aspen Institute

  • 2 loaded plans hold $173.3M in reported assets.
  • The largest, Tiaa-Cref Retirement Plan For All Employees Of The Aspen Inst., holds 100% of this company's reported plan assets.
  • Plans cover 1,682 reported participants.
  • 1 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$173.3MSummed across loaded plans$173,335,713
Total reported assets$173.3M$173,335,713
Total reported participants1.7K1,682
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$173.3M total assets
Net assets$173.3MLiabilities—
Contributions & income
Employer contributions$6.5M
Participant contributions$5.1M
Total income / additions$37.1M
Expenses & distributions
Benefits paid / distributions$7.3M
Total expenses$7.4M
Net increase / (decrease)$29.8M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

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%Tiaa-Cref Retirement Plan For All Employees Of The Aspen Inst.
Participants per plan841Average 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. 1
    Tiaa-Cref Retirement Plan For All Employees Of The Aspen Inst.$173.3M
    Plan #001 · 1,179 participants · 2023
  2. 2
    The Aspen Institute Benefit Plannot reported in the loaded dataset
    Plan #501 · 503 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 The Aspen Institute. Open one for its full reported snapshot.

  1. 2023
    The Aspen Institute Benefit Plan503 participants · 2No schedules
    View filing →
  2. 2023
    Tiaa-Cref Retirement Plan For All Employees Of The Aspen Inst.1,179 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does The Aspen Institute report on Form 5500?
The Aspen Institute (EIN 84-0399006) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for The Aspen Institute?
The Employer Identification Number (EIN) reported for The Aspen Institute is 84-0399006.
What is the latest Form 5500 filing year for The Aspen Institute?
The latest loaded Form 5500 filing year for The Aspen Institute is 2023.

Related Form 5500 pages