Institute for Defense Analyses retirement plans

Institute for Defense Analyses, Alexandria, VA. EIN 53-0233247. Annual reports 2010–2024. Also filed as Institute for Defense Anayses.

Institute for Defense Analyses has 2 active retirement plans on file. The largest is the Institute for Defense Analyses Tax Deferred Annuity Plan, with 2,843 participants and $875 million in assets in 2024. TIAA has been its recordkeeper since 2023. No traditional pension plan appears in Institute for Defense Analyses's filings since 2010.

Active plans: 2
Participants: 5,102
Plan assets: $1.5 billion
401(k) recordkeeper: TIAA
Plans on file: 2
Industry: Professional services

All 2 plans

Active plans first

Institute for Defense Analyses Tax Deferred Annuity Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 53-0233247
Participants (2024): 2,843
Net assets (2024): $875 million
Recordkeeper: TIAAEarlier: Vanguard (2022), Fidelity (2019–2021), Vanguard (2016–2018), Fidelity (2010–2012)
Plan administrator: Institute for Defense Analyses
730 East Glebe Road
Alexandria, VA 22305
(703) 845-2090As filed for 2024
In effect since: January 1, 1966

Year by year, 2010 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,843	$875 million	TIAA
2023	2,869	$801 million	TIAA
2022	2,861	$719 million	Vanguard
2021	2,716	$851 million	Fidelity
2020	2,606	$772 million	Fidelity
2019	2,764	$683 million	Fidelity
2018	2,739	$583 million	Vanguard
2017	2,672	$618 million	Vanguard
2016	2,624	$537 million	Vanguard
2015	2,607	$503 million	not listed
2014	2,610	$499 million	not listed
2013	2,648	$479 million	not listed
2012	2,834	$405 million	Fidelity
2011	3,203	$366 million	Fidelity
2010	2,223	$368 million	Fidelity

Institute for Defense Analyses Qualified Retirement Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 003Employer EIN 53-0233247
Participants (2024): 2,259
Net assets (2024): $628 million
Recordkeeper: TIAAEarlier: Vanguard (2016–2021)
Plan administrator: Institute for Defense Analyses
730 East Glebe Road
Alexandria, VA 22305
(703) 845-6618As filed for 2024
In effect since: January 1, 1986

Earlier sponsor: Institute for Defense Anayses (2011–2012).

Year by year, 2010 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,259	$628 million	TIAA
2023	2,221	$567 million	TIAA
2022	2,197	$496 million	TIAA
2021	2,103	$584 million	Vanguard
2020	2,014	$522 million	Vanguard
2019	2,064	$463 million	Vanguard
2018	1,999	$393 million	Vanguard
2017	1,918	$409 million	Vanguard
2016	1,862	$354 million	Vanguard
2015	1,788	$332 million	not listed
2014	1,769	$328 million	not listed
2013	1,807	$307 million	not listed
2012	1,935	$262 million	not listed
2011	2,011	$231 million	not listed
2010	1,339	$224 million	not listed

If you had money in one of these plans

Call TIAA (tiaa.org), which runs the Institute for Defense Analyses Tax Deferred Annuity Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((703) 845-2090). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Institute for Defense Analyses Tax Deferred Annuity Plan

Institute for Defense Analyses Qualified Retirement Plan

If you had money in one of these plans

What these numbers are

Other professional services employers in VA