Other · DOL Form 5500 · 2022

National Assoc. of Scholars, Inc. Retirement Plan

Data updated 2026-08-25

$361K
Total assets Small plan by assets
4
Participants Small participant base
15th
Percentile by assets National rank
$90,298
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: National Association of Scholars, Inc Tax-Deferred Annuity Plan · Sponsored by National Assoc. of Scholars, Inc. · New York · Other Services

$361K in assets, 4 participants

National Assoc. of Scholars, Inc.'s National Association of Scholars, Inc Tax-Deferred Annuity Plan reported $361K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 15th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #2,759 in Other Services (8,398 peers)

National Assoc. of Scholars, Inc. multi-year trail

National Assoc. of Scholars, Inc.'s plans moved +53.8% in assets from 2022 to 2024; this filing shows National Association of Scholars, Inc Tax-Deferred Annuity Plan at $361K / 4 participants.

#2,759
in Other Services (8,398 peers)
-9.1%
assets change YoY

The plan reported a net loss of $36K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

National Association of Scholars, Inc Tax-Deferred Annuity Plan among the smaller filed plans by assets

National Association of Scholars, Inc Tax-Deferred Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$361,193 15th percentile higher than 15% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

National Association of Scholars, Inc Tax-Deferred Annuity Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. National Association of Scholars, Inc Tax-Deferred Annuity Plan is a micro filing (4 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 112741490 · National Assoc. of Scholars, Inc. PY 2022 · Other

National Association of Scholars, Inc Tax-Deferred Annuity Plan · $361K · 4 · 15th

  • EBSA $361K
  • EBSA 4
  • EBSA 15th
  • EBSA Other
  • EBSA near Ebed Community Improvement, Inc. 403(b) Plan
  • EBSA ind #2759

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Other Services retirement plans → · Plans in New York →

National Association of Scholars, Inc Tax-Deferred Annuity Plan in the asset neighbourhood

National Association of Scholars, Inc Tax-Deferred Annuity PlanNational Association of Scho…$361KEbed Community Improvement, Inc. 403(b) PlanEbed Community Improvement, …$361KNortheast Indiana Public Radio Inc. 403 (B) Tax Deferred Annuity PlanNortheast Indiana Public Rad…$361KHih Laboratory Inc Profit Sharing PlanHih Laboratory Inc Profit Sh…$362K403(b) Thrift Plan of Goodwill Industries of the Greater East Bay, Inc.403(b) Thrift Plan of Goodwi…$363K
End-of-year total assets ($M) among National Association of Scholars, Inc Tax-Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

National Assoc. of Scholars, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All National Assoc. of Scholars, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 53.80912591359747% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.47M $2.25M ▲ +53.1%
Year Plans Participants Total Assets
2022 2 17 $1M
2023 2 21 $2M
2024 2 23 $2M

National Assoc. of Scholars, Inc. filing trail (2022)

Total Assets (Beginning of Year)$397K
Net Assets (End of Year)$361K
Net Income-$36K
Employer EIN112741490
Plan Effective Date1992-10-01
Filing StatusFILING RECEIVED

Nearby Other Plans in New York

Peer Other plans, same state, same plan type, ranked by total assets.

National Association of Scholars, Inc Tax-Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants National Association of Scholars, Inc Tax-Deferred Annuity Plan, Total assets ($B): 0.000361193 · Participants: 4National Association of Scholars, Inc Tax-Deferred Annuity PlanNorthwell Health 403(b) Plan, Total assets ($B): 8.317028702 · Participants: 47348Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 7.314949825 · Participants: 30163The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 6.362782969 · Participants: 27581University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 4.621727567 · Participants: 21395Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 4.351843545 · Participants: 14287Retirement Plan for Officers of Columbia University
National Association of Scholars, Inc Tax-Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants

National Association of Scholars, Inc Tax-Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Ebed Community Improvement, Inc. 403(b) Plan in MD ($361K); by covered participants it is Good of All in DC (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did National Association of Scholars, Inc Tax-Deferred Annuity Plan assets move in 2022?
National Association of Scholars, Inc Tax-Deferred Annuity Plan pulled back noticeably - down 9.1% during 2022, from $397K to $361K. Reported net income was -$36K.
How have National Assoc. of Scholars, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), National Assoc. of Scholars, Inc.'s sponsor-wide assets grew 53.8%, from $1M to $2M.
Where does National Association of Scholars, Inc Tax-Deferred Annuity Plan rank by assets among Form 5500 filers?
National Association of Scholars, Inc Tax-Deferred Annuity Plan ranks in the 15th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Other plans are similar in size to National Association of Scholars, Inc Tax-Deferred Annuity Plan?
Among Other plans in other states, the closest by assets is Ebed Community Improvement, Inc. 403(b) Plan in MD ($361K, 118 participants).
Which Other plans cover a similar participant headcount to National Association of Scholars, Inc Tax-Deferred Annuity Plan?
Among Other plans in other states, the closest by covered participants is Good of All in DC (4 participants, $261K in assets).