Other · DOL Form 5500 · 2022
National Trust for Historic Preservation in the United States Retirement Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 269
- Participants Below avg headcount
- 77th
- Percentile by assets National rank
- $75,347
- Avg per participant Below avg balance/head
Official DOL plan name: National Trust for Historic Preservation in the US 403(b) Plan · Sponsored by National Trust for Historic Preservation in the United States · District of Columbia · Arts, Entertainment & Recreation
$20M in assets, 269 participants
National Trust for Historic Preservation in the United States's National Trust for Historic Preservation in the US 403(b) Plan reported $20M in total assets and 269 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.
- #2,642 in Arts, Entertainment & Recreation (3,077 peers)
Coverage in District of Columbia
National Trust for Historic Preservation in the US 403(b) Plan covers 269 participants in District of Columbia, about 18% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $20M.
- #2,642
- in Arts, Entertainment & Recreation (3,077 peers)
- -14.3%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
National Trust for Historic Preservation in the US 403(b) Plan's outsized position by total assets
National Trust for Historic Preservation in the US 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$20,268,316 Top 23% higher than 77% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
National Trust for Historic Preservation in the US 403(b) 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 Trust for Historic Preservation in the US 403(b) Plan sits mid-pack in the medium band (269 participants).
Form 5500 schedule snapshot
Filing strip 530210807 · National Trust for Historic Preservation in the United States PY 2022 · Other
National Trust for Historic Preservation in the US 403(b) Plan · $20M · 269 · 77th
- ASSETS $20M
- PCT 269
- EIN 77th
- RANK Other
- PHOTO near Heritage University Retirement Plan
- IND ind #2642
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 Arts, Entertainment & Recreation retirement plans → · Plans in District of Columbia →
National Trust for Historic Preservation in the US 403(b) Plan in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | -$3M |
| Employer EIN | 530210807 |
| Plan Effective Date | 2007-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (National Trust for Historic Preservation in the United States)
Sponsor-wide plan assets over time
All National Trust for Historic Preservation in the United States plans reported in each filing year
- Latest sponsor-wide plan assets
- $46M 19.85552988607104% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 538 | $39M |
| 2023 | 2 | 624 | $43M |
| 2024 | 2 | 710 | $46M |
Nearby Other Plans in District of Columbia
Peer Other plans, same state, same plan type, ranked by total assets.
- Int'l Brotherhood of Electrical Workers' Pension Benefit Fund $2.5B · 419,935
- Georgetown University Defined Contribution Retirement Plan $2.0B · 4,918
- American University Defined Contribution Retirement Plan $1.1B · 2,632
- Howard University Savings Plan $1.0B · 5,159
- Georgetown University Voluntary Contribution Retirement Plan $741M · 13,020
National Trust for Historic Preservation in the US 403(b) Plan's out-of-state Other peers by assets and headcount
Outside District of Columbia, the nearest Other by assets is Heritage University Retirement Plan in WA ($20M); by covered participants it is Cornwall Manor Retirement Community Internal Revenue Code Section 403(b) in PA (269 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
Similar participant headcount
Nearest other-state filings by covered participants (269 participants); asset peers above are excluded.
- Cornwall Manor Retirement Community Internal Revenue Code Section 403(b) (PA) 269 · 0 off
- Morningside University Tax-Deferred Annuity Plan (IA) 269 · 0 off
- Madison Community Hospital Tax Deferred Annuity Plan (SD) 269 · 0 off
- 403(b) Thrift Plan of Central Association for the Blind,Inc. (NY) 269 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.