401(k) · DOL Form 5500 · 2022

National Education Association of the United States 401(k) Plan

Data updated 2026-08-25

$208M
Total assets Near avg plan size
449
Participants Below avg headcount
96th
Percentile by assets National rank
$462,982
Avg per participant High balance/head
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Official DOL plan name: National Education Association 401(k) Retirement Savings Plan · Sponsored by National Education Association of the United States · District of Columbia · Other Services

$208M in assets, 449 participants

National Education Association of the United States's National Education Association 401(k) Retirement Savings Plan reported $208M in total assets and 449 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #8,306 in Other Services (8,398 peers)

Coverage in District of Columbia

National Education Association 401(k) Retirement Savings Plan covers 449 participants in District of Columbia, about 31% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $208M.

#8,306
in Other Services (8,398 peers)
-18.9%
assets change YoY
2.1×
vs typical plan assets (national mean)

The plan reported a net loss of $49M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

National Education Association 401(k) Retirement Savings Plan's outsized position by total assets

National Education Association 401(k) Retirement Savings Plan vs every filed plan by assets

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

$207,878,731 Top 4% higher than 96% 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

National Education Association 401(k) Retirement Savings 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 Education Association 401(k) Retirement Savings Plan sits mid-pack in the medium band (449 participants).

Published 5500 schedule card

Filing strip 530115260 · National Education Association of the United States PY 2022 · 401(k)

National Education Association 401(k) Retirement Savings Plan · $208M · 449 · 96th

  • EOY $208M
  • EOY 449
  • EOY 96th
  • EOY 401(k)
  • EOY near Hormel Foods Corporation Tax Deferred Investment Plan B
  • EOY ind #8306

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 Other Services retirement plans → · Plans in District of Columbia →

National Education Association 401(k) Retirement Savings Plan in the asset neighbourhood

Worksmart Systems, Inc. 401(k)Profit Sharing Plan and TrustWorksmart Systems, Inc. 401(…$208MHormel Foods Corporation Tax Deferred Investment Plan BHormel Foods Corporation Tax…$208MNational Education Association 401(k) Retirement Savings PlanNational Education Associati…$208MRolex Watch U.S.a., Inc. Profit Sharing PlanRolex Watch U.S.a., Inc. Pro…$208MLundbeck LLC 401(k) Plan$208M
End-of-year total assets ($M) among National Education Association 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

District of Columbia filing particulars

Total Assets (Beginning of Year)$256M
Net Assets (End of Year)$208M
Net Income-$49M
Employer EIN530115260
Plan Effective Date1985-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Education Association of the United States)

Sponsor-wide plan assets over time

All National Education Association of the United States plans reported in each filing year

Latest sponsor-wide plan assets
$1.2B 9.774366981065484% vs 2022
2024 filing year
$1B$1.05B$1.1B$1.15B$1.2B 202220232024 $1.05B $1.16B ▲ +10.5%
Year Plans Participants Total Assets
2022 2 1,411 $1.1B
2023 2 1,406 $1.1B
2024 2 1,435 $1.2B

Nearby 401(k) Plans in District of Columbia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

National Education Association 401(k) Retirement Savings Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants National Education Association 401(k) Retirement Savings Plan, Total assets ($B): 0.207878731 · Participants: 449National Education Association 401(k) Retirement Savings PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.87010808 · Participants: 29923Danaher Corporation & Subsidiaries Savings PlanRevised Profit Sharing Plan for Emp. of Geico, Total assets ($B): 5.095464369 · Participants: 41527Revised Profit Sharing Plan for Emp. of GeicoFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.215368612 · Participants: 7402Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 1.789959309 · Participants: 3697Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.343084758 · Participants: 1883Hogan Lovells US LLP Retirement Savings Plan
National Education Association 401(k) Retirement Savings Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare National Education Association 401(k) Retirement Savings Plan side-by-side with 3 peers →

National Education Association 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Hormel Foods Corporation Tax Deferred Investment Plan B in MN ($208M); by covered participants it is Hatco Corporation 401(k) Trust in WI (449 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (449 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 National Education Association 401(k) Retirement Savings Plan assets move in 2022? ▼
National Education Association 401(k) Retirement Savings Plan declined sharply - down 18.9% during 2022, from $256M to $208M. Reported net income was -$49M.
How have National Education Association of the United States plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Education Association of the United States's sponsor-wide assets grew 9.8%, from $1.1B to $1.2B.
Where does National Education Association 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
National Education Association 401(k) Retirement Savings Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to National Education Association 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hormel Foods Corporation Tax Deferred Investment Plan B in MN ($208M, 3,072 participants).
Which 401(k) plans cover a similar participant headcount to National Education Association 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hatco Corporation 401(k) Trust in WI (449 participants, $60M 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 530115260.

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.