Money Purchase · DOL Form 5500 · 2022
National Trust for Historic Preservation in the United States Money Purchase Plan
Data updated 2026-08-11
- $18M
- Total assets
- 269
- Participants
- 76th
- Percentile by assets
- $68,402
- Avg per participant
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.
- 76th percentile by assets (of 139,126 plans)
- #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.
- $18M
- total plan assets (2022 EOY)
- 269
- covered participants
- 76th
- percentile by assets (of 139,126 plans)
- $68,402
- avg assets per participant
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.
Participants vs District of Columbia filers
In District of Columbia, the average filing covers about 1,456 participants across 881 plans. National Trust for Historic Preservation Defined Contribution Pension Plan reports 269 participants - about 18% of that state average ($18M EOY assets).
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)
| 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.
National Trust for Historic Preservation Defined Contribution Pension Plan vs. nearby Money Purchase plans in District of Columbia, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to National Trust for Historic Preservation Defined Contribution Pension Plan by total assets, not by location.
Frequently Asked Questions
How did National Trust for Historic Preservation Defined Contribution Pension Plan assets move in 2022? ▼
How have National Trust for Historic Preservation in the United States plan assets changed over time? ▼
Where does National Trust for Historic Preservation Defined Contribution Pension Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to National Trust for Historic Preservation Defined Contribution Pension Plan? ▼
Next read for National Trust for Historic Preservation…
Filing takeaways
Ways to act on National Trust for Historic Preservation Defined Contribution Pension Plan's numbers.
- By total assets, National Trust for Historic Preservation Defined Contribution Pension Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in District of Columbia. Compare plans
- National Trust for Historic Preservation in the United States's sponsor-wide assets have grown 19.9% since 2022 across 3 plan years on file. More Arts, Entertainment & Recreation plans