Other · DOL Form 5500 · 2022

National Audubon Society Inc Retirement Plan

Data updated 2026-08-11

$98M
Total assets
697
Participants
93rd
Percentile by assets
$140,420
Avg per participant
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Official DOL plan name: National Audubon Society Tax Deferred Annuity Plan · Sponsored by National Audubon Society Inc · New York · Other Services

$98M in assets, 697 participants

National Audubon Society Inc's National Audubon Society Tax Deferred Annuity Plan reported $98M in total assets and 697 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 139,126 plans)
  • #8,174 in Other Services (8,398 peers)

Where National Audubon Society Tax Deferred Annuity Plan sits by assets

National Audubon Society Tax Deferred Annuity Plan sits in the top 10% of all filed plans by assets, $98M for 697 participants (~$140,420/participant), down 16.1% in 2022.

$98M
total plan assets (2022 EOY)
697
covered participants
93rd
percentile by assets (of 139,126 plans)
$140,420
avg assets per participant

The plan reported a net loss of $19M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where National Audubon Society Tax Deferred Annuity Plan sits by total assets

National Audubon Society Tax Deferred Annuity Plan vs every filed plan by assets

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

$97,872,500 Top 7% higher than 93% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Industry

National Audubon Society Tax Deferred Annuity Plan vs the 2022 asset distribution

By assets, National Audubon Society Tax Deferred Annuity Plan outranks 93% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$117M
Net Assets (End of Year)$98M
Net Income-$19M
Employer EIN131624102
Plan Effective Date1990-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Audubon Society Inc)

$100M$120M$140M$160M 202220232024 $108M $148M ▲ +37.9%
Total plan assets by year, all National Audubon Society Inc plans on file
Year Plans Participants Total Assets
2022 2 770 $108M
2023 2 779 $129M
2024 2 816 $148M

Nearby Other Plans in New York

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

National Audubon Society Tax Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants

National Audubon Society 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 Audubon Soc…Northwell Health 403…The Mount Sinai Medi…University of Roches…Memorial Sloan Kette…Retirement Plan for …
National Audubon Society Tax Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to National Audubon Society Tax Deferred Annuity Plan by total assets, not by location.

Frequently Asked Questions

How did National Audubon Society Tax Deferred Annuity Plan assets move in 2022?
National Audubon Society Tax Deferred Annuity Plan declined sharply - down 16.1% during 2022, from $117M to $98M. Reported net income was -$19M.
How have National Audubon Society Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), National Audubon Society Inc's sponsor-wide assets grew 37.9%, from $108M to $148M.
Where does National Audubon Society Tax Deferred Annuity Plan rank by assets among Form 5500 filers?
National Audubon Society Tax Deferred Annuity Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to National Audubon Society Tax Deferred Annuity Plan?
Among Other plans in other states, the closest by assets is Regional Enterprises, Inc. 403(b) Plan in WI ($98M, 971 participants).

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Ways to act on National Audubon Society Tax Deferred Annuity Plan's numbers.

  • By total assets, National Audubon Society Tax Deferred Annuity Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in New York. Compare plans
  • National Audubon Society Inc's sponsor-wide assets have grown 37.9% since 2022 across 3 plan years on file. More Other Services plans