Other · DOL Form 5500 · 2022

New America Retirement Plan

Data updated 2026-08-11

$33M
Total assets
154
Participants
84th
Percentile by assets
$214,773
Avg per participant
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Official DOL plan name: New America Foundation 403(b) DC Plan · Sponsored by New America · District of Columbia · Other Services

$33M in assets, 154 participants

New America's New America Foundation 403(b) DC Plan reported $33M in total assets and 154 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • 84th percentile by assets (of 139,126 plans)
  • #7,745 in Other Services (8,398 peers)

Coverage in District of Columbia

New America Foundation 403(b) DC Plan covers 154 participants in District of Columbia, about 11% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $33M.

$33M
total plan assets (2022 EOY)
154
covered participants
84th
percentile by assets (of 139,126 plans)
$214,773
avg assets per participant

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where New America Foundation 403(b) DC Plan sits by total assets

New America Foundation 403(b) DC Plan vs every filed plan by assets

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

$33,075,018 Top 16% higher than 84% 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

Participants vs District of Columbia filers

In District of Columbia, the average filing covers about 1,456 participants across 881 plans. New America Foundation 403(b) DC Plan reports 154 participants - about 11% of that state average ($33M EOY assets).

District of Columbia filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$33M
Net Income-$4M
Employer EIN522096845
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New America)

$30M$35M$40M$45M$50M 202220232024 $33.1M $47M ▲ +42.0%
Total plan assets by year, all New America plans on file
Year Plans Participants Total Assets
2022 1 154 $33M
2023 1 159 $41M
2024 1 156 $47M

Nearby Other Plans in District of Columbia

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

New America Foundation 403(b) DC Plan vs. nearby Other plans in District of Columbia, assets vs. participants

New America Foundation 403(b) DC Plan vs. nearby Other plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -10123 Total assets ($B) Participants New America Foundati…Int'l Brotherhood of…Georgetown Universit…American University …Howard University Sa…Georgetown Universit…
New America Foundation 403(b) DC Plan vs. nearby Other plans in District of Columbia, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to New America Foundation 403(b) DC Plan by total assets, not by location.

Frequently Asked Questions

How did New America Foundation 403(b) DC Plan assets move in 2022?
New America Foundation 403(b) DC Plan pulled back noticeably - down 11.8% during 2022, from $37M to $33M. Reported net income was -$4M.
How have New America plan assets changed over time?
Across 3 plan years on file (2022-2024), New America's sponsor-wide assets grew 42.0%, from $33M to $47M.
Where does New America Foundation 403(b) DC Plan rank by assets among Form 5500 filers?
New America Foundation 403(b) DC Plan ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to New America Foundation 403(b) DC Plan?
Among Other plans in other states, the closest by assets is Piedmont Health Services, Inc. Retirement Plan in NC ($33M, 591 participants).

Next read for New America Foundation 403(b) DC Plan

Filing takeaways

Ways to act on New America Foundation 403(b) DC Plan's numbers.

  • By total assets, New America Foundation 403(b) DC Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in District of Columbia. Compare plans
  • New America's sponsor-wide assets have grown 42.0% since 2022 across 3 plan years on file. More Other Services plans