Tax-exempt organization ยท Files a Form 5500
CFA INSTITUTE
915 E HIGH ST, CHARLOTTESVLE, VA 22902-4868
EIN
54-1386480
Tax-exempt status
501(c)(6) business league
IRS · 2026-09
Deductibility
Contributions are not deductible
IRS · 2026-09
IRS ruling date
1986-12
IRS · 2026-09
Latest tax period on file
2025-08
IRS · 2026-09
Revenue (latest 990)
$534,038,687
IRS · 2026-09
Assets (latest 990)
$1,038,237,122
IRS · 2026-09
Benefit plan 2, 2024 filing
CFA INSTITUTE 401(K) PLAN
DOL · 2025-10-09
Participants (start of year)
757
DOL · 2025-10-09
Plan features
code 2E2F2G2J2S2T3D3H
DOL · 2025-10-09
Plan type
Single-employer plan
DOL · 2025-10-09
Business code (NAICS)
611000
DOL · 2025-10-09
Benefit plan 501, 2024 filing
CFA INSTITUTE EMPLOYEE BENEFITS PLAN
DOL · 2025-05-08
Participants (start of year)
389
DOL · 2025-05-08
Plan features
code 4A4B4D4E4F4H4I4L4Q
DOL · 2025-05-08