What is the most recent Form 5500 filing year for National Bureau Of Economic Research, Inc. Tax-Deferred Annuity Plan?

The latest Form 5500 filing year loaded for National Bureau Of Economic Research, Inc. Tax-Deferred Annuity Plan is 2023.

What are the reported plan assets for National Bureau Of Economic Research, Inc. Tax-Deferred Annuity Plan?

National Bureau Of Economic Research, Inc. Tax-Deferred Annuity Plan reports $35,110,670 in end-of-year plan assets in its latest loaded Form 5500 filing.

National Bureau Of Economic Research, Inc. Tax-Deferred Annuity Plan — Form 5500 plan (National Bureau Of Economic Research, Inc.)

Plain-English plan 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. Tax-Deferred Annuity Plan is a benefit plan reported by National Bureau Of Economic Research, Inc. under EIN 13-1641075 and plan number 002. The latest loaded filing year is 2023. The filing reports 311 participants and $35,110,670 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$35.1MPlan net assets, end of year$35,110,670

Participants311Covered participants reported

Assets / participant$112.9KComputed: assets ÷ participants$112,896 (computed)

Provider compensationNone reported

Plan sponsor: National Bureau Of Economic Research, Inc.
EIN: 13-1641075
Plan number: 002
Plan type: 2
Location: Cambridge, MA
Latest filing year: 2023

How to read this plan profile

Net assets = total assets minus total liabilities, end of year (Schedule H/I).
Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
Schedule chips (Sch H / I / C) show which schedules each filing includes.
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.

EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

2023
311 participants · 2Sch H
View filing →

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$35.1M total assets

Net assets$35.1MLiabilities—

Money in vs. money out

Total income / additions$5.1M

Total expenses$1.6M

Benefits paid / distributions$1.6M

Contributions

EmployerNot reported

Participant$456.9K

Full reported line items

Net assets

Total assets (EOY): $35,110,670
Net assets (EOY): $35,110,670
Net assets (BOY): $31,646,451

Income & contributions

Participant contributions: $456,874
Total contributions: $456,874
Total income / additions: $5,066,013

Expenses & distributions

Benefits paid: $1,601,794
Total expenses: $1,601,794
Net increase / (decrease): $3,464,219

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets5%Computed ratio

Benefits paid ÷ total income32%Computed ratio

Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

What to inspect next

Frequently asked questions

Who sponsors the National Bureau Of Economic Research, Inc. Tax-Deferred Annuity Plan?: National Bureau Of Economic Research, Inc. Tax-Deferred Annuity Plan is reported as sponsored by National Bureau Of Economic Research, Inc. (EIN 13-1641075, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for National Bureau Of Economic Research, Inc. Tax-Deferred Annuity Plan?: The latest Form 5500 filing year loaded for National Bureau Of Economic Research, Inc. Tax-Deferred Annuity Plan is 2023.
How many participants does National Bureau Of Economic Research, Inc. Tax-Deferred Annuity Plan report?: National Bureau Of Economic Research, Inc. Tax-Deferred Annuity Plan reports 311 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for National Bureau Of Economic Research, Inc. Tax-Deferred Annuity Plan?: National Bureau Of Economic Research, Inc. Tax-Deferred Annuity Plan reports $35,110,670 in end-of-year plan assets in its latest loaded Form 5500 filing.

Form 5500 terms, in plain English

Form 5500: The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H: The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I: The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C: Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets: Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions: Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.