The Aspen Institute 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: The Aspen Institute (EIN 840399006)
  • Plan Type: 403(b)
  • Total Participants: 559
  • Total Assets: $192.8M
  • Sponsor State: DC

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024559$192.8M$7.1M$5.4M
2023555$173.3M$6.5M$5.1M
2022531$143.6M$5.5M$4.5M

Service Providers

  • CBIZ CPAS P.C. — Accountant / Independent Qualified Public Accountant

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