Money Purchase · DOL Form 5500 · 2022
National Treasury Employees Union Money Purchase Plan
Data updated 2026-08-11
- $14M
- Total assets
- 122
- Participants
- 71st
- Percentile by assets
- $114,764
- Avg per participant
Official DOL plan name: N.T.E.U. Money Purchase Plan · Sponsored by National Treasury Employees Union · District of Columbia · Other Services
$14M in assets, 122 participants
National Treasury Employees Union's N.T.E.U. Money Purchase Plan reported $14M in total assets and 122 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.
- 71st percentile by assets (of 139,126 plans)
- #7,024 in Other Services (8,398 peers)
Coverage in District of Columbia
N.T.E.U. Money Purchase Plan covers 122 participants in District of Columbia, about 8% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $14M.
- $14M
- total plan assets (2022 EOY)
- 122
- covered participants
- 71st
- percentile by assets (of 139,126 plans)
- $114,764
- avg assets per participant
The plan reported a net loss of $2M 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. N.T.E.U. Money Purchase Plan reports 122 participants - about 8% of that state average ($14M EOY assets).
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$2M |
| Employer EIN | 530244795 |
| Plan Effective Date | 2000-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (National Treasury Employees Union)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 254 | $65M |
| 2023 | 2 | 258 | $72M |
| 2024 | 2 | 260 | $84M |
Nearby Money Purchase Plans in District of Columbia
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
N.T.E.U. Money Purchase 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 N.T.E.U. Money Purchase Plan by total assets, not by location.
Frequently Asked Questions
How did N.T.E.U. Money Purchase Plan assets move in 2022? ▼
How have National Treasury Employees Union plan assets changed over time? ▼
Which Money Purchase plans are similar in size to N.T.E.U. Money Purchase Plan? ▼
Next read for N.T.E.U. Money Purchase Plan
Filing takeaways
Ways to act on N.T.E.U. Money Purchase Plan's numbers.
- By total assets, N.T.E.U. Money Purchase Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in District of Columbia. Compare plans
- National Treasury Employees Union's sponsor-wide assets have grown 30.5% since 2022 across 3 plan years on file. More Other Services plans