Defined Benefit (Pension) · DOL Form 5500 · 2022
National Rural Electric Cooperative Association Pension Plan
Data updated 2026-08-25
- $9.4B
- Total assets Very large vs avg
- 54,531
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $172,107
- Avg per participant Above avg balance/head
Official DOL plan name: Retirement Security Plan · Sponsored by National Rural Electric Cooperative Association · Virginia · Utilities
$9.4B in assets, 54,531 participants
National Rural Electric Cooperative Association's Retirement Security Plan reported $9.4B in total assets and 54,531 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- #734 in Utilities (738 peers)
Coverage in Virginia
Retirement Security Plan covers 54,531 participants in Virginia, 70x the typical Virginia plan (state average ~782 per filing). Assets: $9.4B.
- #734
- in Utilities (738 peers)
- -19.9%
- assets change YoY
- 94×
- vs typical plan assets (national mean)
The plan reported a net loss of $2.3B for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Retirement Security Plan's outsized position by total assets
Retirement Security Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$9,385,168,374 Highest reported value at or above every one 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
Retirement Security Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Security Plan is a mega filing (54,531 participants), the rightmost band on the breakdown.
Plan-year Form 5500 strip
Filing strip 530116145 · National Rural Electric Cooperative Association PY 2022 · Defined Benefit (Pension)
Retirement Security Plan · $9.4B · 54,531 · 100th
- PART $9.4B
- PART 54,531
- PART 100th
- PART Defined Benefit (Pension)
- PART near Caterpillar Inc. Retirement Income Plan
- PART ind #734
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 Utilities retirement plans → · Plans in Virginia →
Retirement Security Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $11.7B |
|---|---|
| Net Assets (End of Year) | $9.3B |
| Net Income | -$2.3B |
| Employer EIN | 530116145 |
| Plan Effective Date | 1948-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (National Rural Electric Cooperative Association)
Sponsor-wide plan assets over time
All National Rural Electric Cooperative Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $28.3B 26.676422092894203% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 116,012 | $22.4B |
| 2023 | 2 | 116,638 | $25.2B |
| 2024 | 2 | 119,502 | $28.3B |
Nearby Defined Benefit (Pension) Plans in Virginia
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Pension Plan $18.3B · 14,867
- Ng Space&mission Systems Corp Salaried Pension Pla $8.1B · 7,799
- Dominion Energy Pension Plan $7.3B · 12,832
- Sheet Metal Workers' National Pension Fund $7.2B · 61,068
- United Association National Pension Fund $6.7B · 81,342
Scale composition for Retirement Security Plan
Retirement Security Plan reports $9.4B in end-of-year assets across 54,531 participants (0.076% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.058% of 93,925,755 covered participants) - about $172,107 per participant (1.2x the national average assets-per-participant) . Net income for plan year 2022 was -$2.3B.
This plan identity (EIN 530116145, plan #333) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $9.4B to $11.5B (+22.3%) while covered participants moved from 54,531 to 56,633 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 54,531 | $9.4B | This page |
| 2023 | 54,171 | $10.2B | Open filing |
| 2024 · index core | 56,633 | $11.5B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- 401(k) Pension Plan (401(k), $16.8B, 62,869 participants)
- Retirement Security Plan (Defined Benefit (Pension), $11.5B, 56,633 participants)
Retirement Security Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Virginia, the nearest Defined Benefit (Pension) by assets is Caterpillar Inc. Retirement Income Plan in TX ($9.5B); by covered participants it is Building Service 32bj Pension Fund in NY (54,120 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9.4B here).
- Caterpillar Inc. Retirement Income Plan (TX) $9.5B · 12,815
- Disney Salaried Pension Plan D (CA) $9.2B · 11,405
- UPS Pension Plan (GA) $9.6B · 151,682
- Merck US Pension Plan (NJ) $9.6B · 23,981
Similar participant headcount
Nearest other-state filings by covered participants (54,531 participants); asset peers above are excluded.
- Building Service 32bj Pension Fund (NY) 54,120 · 411 off
- U.S. Bank Pension Plan (MN) 55,836 · 1,305 off
- UPS Retirement Plan (GA) 52,821 · 1,710 off
- Steelworkers Pension Trust (PA) 52,395 · 2,136 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.