Money Purchase · DOL Form 5500 · 2022

National Treasury Employees Union Money Purchase Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
122
Participants Small participant base
71st
Percentile by assets National rank
$114,764
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#7,024
in Other Services (8,398 peers)
-12.9%
assets change YoY

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.

N.T.E.U. Money Purchase Plan's outsized position by total assets

N.T.E.U. Money Purchase Plan vs every filed plan by assets

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

$14,001,158 Top 29% higher than 71% 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

N.T.E.U. Money Purchase 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. N.T.E.U. Money Purchase Plan sits mid-pack in the medium band (122 participants).

Published 5500 schedule card

Filing strip 530244795 · National Treasury Employees Union PY 2022 · Money Purchase

N.T.E.U. Money Purchase Plan · $14M · 122 · 71st

  • EIN $14M
  • EIN 122
  • EIN 71st
  • EIN Money Purchase
  • EIN near Vista Hill Foundation Money Purchase Pension Plan
  • EIN ind #7024

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 →

N.T.E.U. Money Purchase Plan in the asset neighbourhood

The Institute for Supply Management Tiaa-Cref Retirement Plan No. 1The Institute for Supply Man…$14MSan Luis Valley Health Money Purchase PlanSan Luis Valley Health Money…$14MN.T.E.U. Money Purchase Plan$14MVista Hill Foundation Money Purchase Pension PlanVista Hill Foundation Money …$14MRefinery Terminal Fire Company Money Purchase Pension PlanRefinery Terminal Fire Compa…$14M
End-of-year total assets ($M) among N.T.E.U. Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

District of Columbia filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$14M
Net Income-$2M
Employer EIN530244795
Plan Effective Date2000-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Treasury Employees Union)

Sponsor-wide plan assets over time

All National Treasury Employees Union plans reported in each filing year

Latest sponsor-wide plan assets
$84M 30.52153098934573% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $64.7M $84.4M ▲ +30.5%
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 Scatter plot of 6 data points. 050010001500 -1000100200300400 Total assets ($M) Participants N.T.E.U. Money Purchase Plan, Total assets ($M): 14.001158 · Participants: 122N.T.E.U. Money Purchase PlanAura, Inc. Money Purchase Pension Plan and Trust, Total assets ($M): 327.810118 · Participants: 1377Aura, Inc. Money Purchase Pension Plan and TrustNas Primary Retirement Plan, Total assets ($M): 326.300008 · Participants: 900Nas Primary Retirement PlanCarnegie Institution of Washington Retirement Plan, Total assets ($M): 204.056117 · Participants: 494Carnegie Institution of Washington Retirement PlanNational Democratic Institute for International Affairs Money Purchase Pension Plan, Total assets ($M): 45.519282 · Participants: 348National Democratic Institute for International Affairs Money Purchase Pension PlanNfl Players Association Money Purchase Pension Plan and Trust, Total assets ($M): 42.730819 · Participants: 77Nfl Players Association Money Purchase Pension Plan and Trust
N.T.E.U. Money Purchase Plan vs. nearby Money Purchase plans in District of Columbia, assets vs. participants
Compare N.T.E.U. Money Purchase Plan side-by-side with 3 peers →

N.T.E.U. Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside District of Columbia, the nearest Money Purchase by assets is Vista Hill Foundation Money Purchase Pension Plan in CA ($14M); by covered participants it is California State University - Long Beach Research Foundation 403(b) Defined Contribution Retirement Plan in CA (122 participants). Same-state nearby plans are listed separately above.

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 N.T.E.U. Money Purchase Plan assets move in 2022? ▼
N.T.E.U. Money Purchase Plan pulled back noticeably - down 12.9% during 2022, from $16M to $14M. Reported net income was -$2M.
How have National Treasury Employees Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Treasury Employees Union's sponsor-wide assets grew 30.5%, from $65M to $84M.
Which Money Purchase plans are similar in size to N.T.E.U. Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Vista Hill Foundation Money Purchase Pension Plan in CA ($14M, 437 participants).
Which Money Purchase plans cover a similar participant headcount to N.T.E.U. Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is California State University - Long Beach Research Foundation 403(b) Defined Contribution Retirement Plan in CA (122 participants, $25M 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 530244795.

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.