Who sponsors the Tiaa-Cref Retirement Plan For All Employees Of The Aspen Inst.?

Tiaa-Cref Retirement Plan For All Employees Of The Aspen Inst. is reported as sponsored by The Aspen Institute (EIN 84-0399006, plan number 001) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Tiaa-Cref Retirement Plan For All Employees Of The Aspen Inst.?

The latest Form 5500 filing year loaded for Tiaa-Cref Retirement Plan For All Employees Of The Aspen Inst. is 2023.

How many participants does Tiaa-Cref Retirement Plan For All Employees Of The Aspen Inst. report?

Tiaa-Cref Retirement Plan For All Employees Of The Aspen Inst. reports 1,179 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Tiaa-Cref Retirement Plan For All Employees Of The Aspen Inst.?

Tiaa-Cref Retirement Plan For All Employees Of The Aspen Inst. reports $173,335,713 in end-of-year plan assets in its latest loaded Form 5500 filing.

Tiaa-Cref Retirement Plan For All Employees Of The Aspen Inst. — Form 5500 plan (The Aspen Institute)

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, Tiaa-Cref Retirement Plan For All Employees Of The Aspen Inst. is a benefit plan reported by The Aspen Institute under EIN 84-0399006 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,179 participants and $173,335,713 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$173.3MPlan net assets, end of year$173,335,713

Participants1.2KCovered participants reported1,179

Assets / participant$147KComputed: assets ÷ participants$147,019 (computed)

Provider compensationNone reported

Plan sponsor: The Aspen Institute
EIN: 84-0399006
Plan number: 001
Plan type: 2
Location: Washington, DC
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
1,179 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)$173.3M total assets

Net assets$173.3MLiabilities—

Money in vs. money out

Total income / additions$37.1M

Total expenses$7.4M

Benefits paid / distributions$7.3M

Contributions

Employer$6.5M

Participant$5.1M

Full reported line items

Net assets

Total assets (EOY): $173,335,713
Net assets (EOY): $173,335,713
Net assets (BOY): $143,569,816

Income & contributions

Employer contributions: $6,462,704
Participant contributions: $5,110,838
Total contributions: $14,204,160
Total income / additions: $37,115,928

Expenses & distributions

Benefits paid: $7,347,425
Administrative expenses: $2,606
Total expenses: $7,350,031
Net increase / (decrease): $29,765,897

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.

Contribution share (employer vs. participant)

56%44%

Employer 56%Participant 44%

Total expenses ÷ net assets4%Computed ratio

Benefits paid ÷ total income20%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 Tiaa-Cref Retirement Plan For All Employees Of The Aspen Inst.?: Tiaa-Cref Retirement Plan For All Employees Of The Aspen Inst. is reported as sponsored by The Aspen Institute (EIN 84-0399006, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Tiaa-Cref Retirement Plan For All Employees Of The Aspen Inst.?: The latest Form 5500 filing year loaded for Tiaa-Cref Retirement Plan For All Employees Of The Aspen Inst. is 2023.
How many participants does Tiaa-Cref Retirement Plan For All Employees Of The Aspen Inst. report?: Tiaa-Cref Retirement Plan For All Employees Of The Aspen Inst. reports 1,179 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Tiaa-Cref Retirement Plan For All Employees Of The Aspen Inst.?: Tiaa-Cref Retirement Plan For All Employees Of The Aspen Inst. reports $173,335,713 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.