Other · DOL Form 5500 · 2022

National Audubon Society Inc Retirement Plan

Data updated 2026-08-25

$98M
Total assets Below avg plan size
697
Participants Below avg headcount
93rd
Percentile by assets National rank
$140,420
Avg per participant Near avg balance/head
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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.

  • #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.

#8,174
in Other Services (8,398 peers)
-16.1%
assets change YoY
1.0×
vs typical plan assets (national mean)

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.

National Audubon Society Tax Deferred Annuity Plan's outsized position 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 $2,050,000,000 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 Audubon Society Tax Deferred Annuity Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. National Audubon Society Tax Deferred Annuity Plan sits mid-pack in the medium band (697 participants).

Published 5500 schedule card

Filing strip 131624102 · National Audubon Society Inc PY 2022 · Other

National Audubon Society Tax Deferred Annuity Plan · $98M · 697 · 93rd

  • SCH $98M
  • SCH 697
  • SCH 93rd
  • SCH Other
  • SCH near Regional Enterprises, Inc. 403(b) Plan
  • SCH ind #8174

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 Audubon Society Tax Deferred Annuity Plan in the asset neighbourhood

National Audubon Society Tax Deferred Annuity PlanNational Audubon Society Tax…$98MRegional Enterprises, Inc. 403(b) PlanRegional Enterprises, Inc. 4…$98MCassia 403(b) Retirement Plan$98M403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania403(b) Thrift Plan for Conco…$98MDoor County Memorial Hospital Tax Deferred Annuity PlanDoor County Memorial Hospita…$98M
End-of-year total assets ($M) among National Audubon Society Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All National Audubon Society Inc plans reported in each filing year

Latest sponsor-wide plan assets
$148M 37.93810210055956% vs 2022
2024 filing year
$100M$120M$140M$160M 202220232024 $108M $148M ▲ +37.9%
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 Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants National Audubon Society Tax Deferred Annuity Plan, Total assets ($B): 0.0978725 · Participants: 697National Audubon Society 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 Audubon Society Tax Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants
Compare National Audubon Society Tax Deferred Annuity Plan side-by-side with 3 peers →

National Audubon Society Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Regional Enterprises, Inc. 403(b) Plan in WI ($98M); by covered participants it is Lawndale Christian Health Center 403(b) Plan in IL (698 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (697 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 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).
Which Other plans cover a similar participant headcount to National Audubon Society Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Lawndale Christian Health Center 403(b) Plan in IL (698 participants, $30M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 131624102.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.