Other · DOL Form 5500 · 2022

The National Center on Addiction and Substance Abuse Retirement Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
62
Participants Small participant base
64th
Percentile by assets National rank
$152,544
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Casa Tax Deferred Annuity Plan · Sponsored by The National Center on Addiction and Substance Abuse · New York · Educational Services

$9M in assets, 62 participants

The National Center on Addiction and Substance Abuse's Casa Tax Deferred Annuity Plan reported $9M in total assets and 62 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #1,887 in Educational Services (4,024 peers)

The National Center on Addiction and Substance Abuse multi-year trail

The National Center on Addiction and Substance Abuse's plans moved +25.1% in assets from 2022 to 2024; this filing shows Casa Tax Deferred Annuity Plan at $9M / 62 participants.

#1,887
in Educational Services (4,024 peers)
-10.6%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Casa Tax Deferred Annuity Plan's mid-pack asset rank among Educational Services and all filers

Casa Tax Deferred Annuity Plan vs every filed plan by assets

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

$9,457,704 Top 36% higher than 64% 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

Casa Tax Deferred Annuity Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Casa Tax Deferred Annuity Plan is a small filing (62 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 521736502 · The National Center on Addiction and Substance Abuse PY 2022 · Other

Casa Tax Deferred Annuity Plan · $9M · 62 · 64th

  • EBSA $9M
  • PART 62
  • TYPE 64th
  • NET Other
  • BOOK near Choptank Health Retirement Savings Plan
  • VS-ST ind #1887

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 Educational Services retirement plans → · Plans in New York →

Casa Tax Deferred Annuity Plan in the asset neighbourhood

Hospice of the Piedmont, Inc. Matching Thrift PlanHospice of the Piedmont, Inc…$9MCasa Tax Deferred Annuity PlanCasa Tax Deferred Annuity Pl…$9MChoptank Health Retirement Savings PlanChoptank Health Retirement S…$9MJefferson Community Health Center Inc. Tax Deferred Annuity PlanJefferson Community Health C…$9M403(b) Thrift Plan of Hospice of Wichita Falls, Inc.403(b) Thrift Plan of Hospic…$9M
End-of-year total assets ($M) among Casa Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

The National Center on Addiction and Substance Abuse multi-year asset trail

Sponsor-wide plan assets over time

All The National Center on Addiction and Substance Abuse plans reported in each filing year

Latest sponsor-wide plan assets
$28M 25.0701103836372% vs 2022
2024 filing year
$20M$22M$24M$26M$28M$30M 202220232024 $22.4M $28M ▲ +25.1%
Year Plans Participants Total Assets
2022 2 147 $22M
2023 2 119 $25M
2024 2 129 $28M

The National Center on Addiction and Substance Abuse filing trail (2022)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$9M
Net Income-$1M
Employer EIN521736502
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.

Casa Tax Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Casa Tax Deferred Annuity Plan, Total assets ($B): 0.009457704 · Participants: 62Casa 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
Casa Tax Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants
Compare Casa Tax Deferred Annuity Plan side-by-side with 3 peers →

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

Outside New York, the nearest Other by assets is Choptank Health Retirement Savings Plan in MD ($9M); by covered participants it is Montana State University Foundation 403(b) DC Plan in MT (62 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (62 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 Casa Tax Deferred Annuity Plan assets move in 2022? ▼
Casa Tax Deferred Annuity Plan pulled back noticeably - down 10.6% during 2022, from $11M to $9M. Reported net income was -$1M.
How have The National Center on Addiction and Substance Abuse plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The National Center on Addiction and Substance Abuse's sponsor-wide assets grew 25.1%, from $22M to $28M.
Which Other plans are similar in size to Casa Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Choptank Health Retirement Savings Plan in MD ($9M, 213 participants).
Which Other plans cover a similar participant headcount to Casa Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Montana State University Foundation 403(b) DC Plan in MT (62 participants, $9M 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 521736502.

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.