Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

EMPLOYEES' RETIREMENT PLAN OF THE NATIONAL GEOGRAPHIC SOCIETY

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

NATIONAL GEOGRAPHIC SOCIETY

This Defined Benefit (Pension) plan holds $224M in total assets and serves 70 participants as of 2022. It is sponsored by NATIONAL GEOGRAPHIC SOCIETY in District of Columbia. The plan reported a net loss of $94M for the year.

Total Assets (2023)
$224M
Participants
70
Industry
Information & Media

What the Filing Says About EMPLOYEES' RETIREMENT PLAN OF THE NATIONAL GEOGRAPHIC SOCIETY

EMPLOYEES' RETIREMENT PLAN OF THE NATIONAL GEOGRAPHIC SOCIETY is a Defined Benefit (Pension) retirement plan sponsored by NATIONAL GEOGRAPHIC SOCIETY, headquartered in District of Columbia. As of the 2022 Form 5500 filing, the plan reports $224M in total end-of-year assets and covers 70 participants across the Information & Media industry. The sponsor's EIN on file with the U.S. Department of Labor is 530193519, and the plan has been effective since 1936-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $323M at the beginning of 2022 to $224M at year-end — a decline of 30.6%. Net assets (after liabilities) closed the year at $203M, with reported net income of $-93,978,777 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$323M
Total Assets (End of Year)$224M
Net Assets (End of Year)$203M
Net Income$-93,978,777
Plan TypeDefined Benefit (Pension)
Employer EIN530193519
Plan Effective Date1936-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (NATIONAL GEOGRAPHIC SOCIETY)

Year Plans Participants Total Assets
2022 3 623 $383M
2023 3 660 $388M
2024 3 680 $385M

Nearby Defined Benefit (Pension) Plans in District of Columbia

Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the EMPLOYEES' RETIREMENT PLAN OF THE NATIONAL GEOGRAPHIC SOCIETY?
As of the 2022 Form 5500 filing, EMPLOYEES' RETIREMENT PLAN OF THE NATIONAL GEOGRAPHIC SOCIETY holds $224M in total assets with 70 participants. It is sponsored by NATIONAL GEOGRAPHIC SOCIETY.
What type of plan is EMPLOYEES' RETIREMENT PLAN OF THE NATIONAL GEOGRAPHIC SOCIETY?
EMPLOYEES' RETIREMENT PLAN OF THE NATIONAL GEOGRAPHIC SOCIETY is a Defined Benefit (Pension) plan. It has been effective since 1936-01-01. The plan is filed with the U.S. Department of Labor under EIN 530193519.
Who sponsors the EMPLOYEES' RETIREMENT PLAN OF THE NATIONAL GEOGRAPHIC SOCIETY?
EMPLOYEES' RETIREMENT PLAN OF THE NATIONAL GEOGRAPHIC SOCIETY is sponsored by NATIONAL GEOGRAPHIC SOCIETY, located in District of Columbia. The sponsor's EIN is 530193519 and the plan operates in the Information & Media industry.
How did EMPLOYEES' RETIREMENT PLAN OF THE NATIONAL GEOGRAPHIC SOCIETY perform in 2022?
EMPLOYEES' RETIREMENT PLAN OF THE NATIONAL GEOGRAPHIC SOCIETY declined by 30.6% during 2022, moving from $323M to $224M in total assets. Net income was $-93,978,777.
Where can I find official filings for EMPLOYEES' RETIREMENT PLAN OF THE NATIONAL GEOGRAPHIC SOCIETY?
Official Form 5500 filings for EMPLOYEES' RETIREMENT PLAN OF THE NATIONAL GEOGRAPHIC SOCIETY are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 530193519 or plan name at efast.dol.gov.
How does EMPLOYEES' RETIREMENT PLAN OF THE NATIONAL GEOGRAPHIC SOCIETY compare to other plans?
You can compare EMPLOYEES' RETIREMENT PLAN OF THE NATIONAL GEOGRAPHIC SOCIETY against other Defined Benefit (Pension) plans on the plan type page, or view plans in District of Columbia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 530193519.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.