Department of Labor filing

THE INSTITUTE OF INTERNATIONAL FINANCE, INC.

I I F RETIREMENT PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Sep 17, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

93filing comparison
out of 100

The filing signals stronger employer support and/or lower plan-paid administrative costs than many comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$19,625

Reported employer contributions per active participant.

Higher than about 98% of comparable plans

#People in the filing

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$16 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 79% of comparable plans

↗Investment performance

Not available

Plan assets changed 13.5%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202493out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions98th percentileTypical peer $4,805 · based on 133 comparable plans

Lower reported administrative expense79th percentileTypical peer $142 · based on 131 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, THE INSTITUTE OF INTERNATIONAL FINANCE, INC. reported $1,216,732 in employer contributions across the plan and 62 active participants. That works out to $19,625 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy40%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 5.5%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 463.4%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context93/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $1,216,732
Participant contributions: $961,053
Other contributions: $0
Employer share of reported contributions: 55.9%
Beginning assets: $35,224,088
Ending assets: $39,977,854
Ending net assets: $39,977,854
Ending liabilities: $0
Total income: $6,585,680
Total expenses: $1,830,245
Administrative expenses: $2,488
Participant loans: $45,752

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$18,600

2023

$20,020

2024

$19,625

Plan-paid administrative expenses per participant

2022

2023

2024

$16

Active participants

2022

2023

2024

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$19,625	62	40M	20250917120818NAL0001054738001
2023	$20,020	62	35.2M	20241009151651NAL0018632801001
2022	$18,600	64	30.1M	20231003102411NAL0036995794001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.1%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 521289843-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 1984
Industry: Other services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2R2T3D

Current plan terms

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Filing ACK_ID20250917120818NAL0001054738001

Data sourceDOL Form 5500 bulk data ↗

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