Money Purchase · DOL Form 5500 · 2022
National Trust for Historic Preservation in the United States Money Purchase Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 269
- Participants Below avg headcount
- 76th
- Percentile by assets National rank
- $68,402
- Avg per participant Below avg balance/head
Official DOL plan name: National Trust for Historic Preservation Defined Contribution Pension Plan · Sponsored by National Trust for Historic Preservation in the United States · District of Columbia · Arts, Entertainment & Recreation
$18M in assets, 269 participants
National Trust for Historic Preservation in the United States's National Trust for Historic Preservation Defined Contribution Pension Plan reported $18M in total assets and 269 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.
- #2,614 in Arts, Entertainment & Recreation (3,077 peers)
Coverage in District of Columbia
National Trust for Historic Preservation Defined Contribution Pension Plan covers 269 participants in District of Columbia, about 18% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $18M.
- #2,614
- in Arts, Entertainment & Recreation (3,077 peers)
- -15.8%
- 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 Defined Contribution Pension Plan's outsized position by total assets
National Trust for Historic Preservation Defined Contribution Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$18,400,166 Top 24% higher than 76% 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 Defined Contribution Pension 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 Defined Contribution Pension Plan sits mid-pack in the medium band (269 participants).
Plan-year Form 5500 strip
Filing strip 530210807 · National Trust for Historic Preservation in the United States PY 2022 · Money Purchase
National Trust for Historic Preservation Defined Contribution Pension Plan · $18M · 269 · 76th
- RANK $18M
- PHOTO 269
- IND 76th
- EOY Money Purchase
- 5500 near Presbyterian Seniorcare Defined Contribution Pension Plan
- ASSETS ind #2614
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 Defined Contribution Pension Plan in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | -$3M |
| Employer EIN | 530210807 |
| Plan Effective Date | 1986-01-01 |
| 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 Money Purchase Plans in District of Columbia
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Aura, Inc. Money Purchase Pension Plan and Trust $328M · 1,377
- Nas Primary Retirement Plan $326M · 900
- Carnegie Institution of Washington Retirement Plan $204M · 494
- National Democratic Institute for International Affairs Money Purchase Pension Plan $46M · 348
- Nfl Players Association Money Purchase Pension Plan and Trust $43M · 77
National Trust for Historic Preservation Defined Contribution Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside District of Columbia, the nearest Money Purchase by assets is Presbyterian Seniorcare Defined Contribution Pension Plan in PA ($18M); by covered participants it is Madison Community Hospital Employees' Retirement Plan in SD (269 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
Similar participant headcount
Nearest other-state filings by covered participants (269 participants); asset peers above are excluded.
- Madison Community Hospital Employees' Retirement Plan (SD) 269 · 0 off
- Plumbers & Pipefitters Union Local 178 Money Purchase Plan (MO) 268 · 1 off
- Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust (MD) 268 · 1 off
- Appalachian Regional Healthcare System Frozen Retirement Savings Plan (NC) 267 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.