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  2. NATIONAL BUREAU OF ECONOMIC RESEARCH, INC.
Sponsor portfolio

NATIONAL BUREAU OF ECONOMIC RESEARCH, INC.

EIN 13-1641075-research-Latest filing 2025
Plans
2
Retirement
2
$162.3M assets
Welfare
0
Participants
1,398
1050 MASSACHUSETTS AVENUE - CAMBRIDGE, MA 021385398617-868-3900nber.orgLinkedIn1001-5000 employeesresearch
Plans on this EIN
2 filings
#003OtherDC-$124.4M - 1,104 part#002403b-$37.9M - 294 part

Retirement portfolio analytics

2 plans aggregated / $162.3M assets / 1,398 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • MONEY PURCHASE PENSION (#003)77%
  • RESEARCH, INC. TAX-DEF (#002)23%
Total $162.3MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
77%top
  • THE VANGUARD GROUP, INC.77%
  • (Not disclosed)23%
Total $162.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MONEY PURCHASE PENSION (#003)1,104
  • RESEARCH, INC. TAX-DEF (#002)294
Total 1,398Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

NATIONAL BUREAU OF ECONOMIC RESEARCH MONEY PURCHASE PENSION PLAN

OtherDC

Assets$124.4M
Participants1,104
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

NATIONAL BUREAU OF ECONOMIC RESEARCH, INC. TAX-DEF

403b

Assets$37.9M
Participants294
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003NATIONAL BUREAU OF ECONOMIC RESEARCH MONEY PURCHASE PENSION PLANOtherDC$124.4M1,1042025
002NATIONAL BUREAU OF ECONOMIC RESEARCH, INC. TAX-DEF403b$37.9M2942024
Retirement plans
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