Defined Benefit (Pension) · DOL Form 5500 · 2022
The National Education Association Pension Plan
Data updated 2026-08-11
- $845M
- Total assets
- 962
- Participants
- 99th
- Percentile by assets
- $877,999
- Avg per participant
Official DOL plan name: Employees' Retirement Plan of the National Education Association · Sponsored by The National Education Association · District of Columbia · Other Services
$845M in assets, 962 participants
The National Education Association's Employees' Retirement Plan of the National Education Association reported $845M in total assets and 962 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 139,126 plans)
- #8,376 in Other Services (8,398 peers)
Where Employees' Retirement Plan of the National Education Association sits by assets
Employees' Retirement Plan of the National Education Association sits among the largest 1% of all filed plans, $845M for 962 participants (~$877,999/participant), down 14.9% in 2022.
- $845M
- total plan assets (2022 EOY)
- 962
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $877,999
- avg assets per participant
The plan reported a net loss of $167M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Employees' Retirement Plan of the National Education Association vs the 2022 asset distribution
By assets, Employees' Retirement Plan of the National Education Association outranks 99% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 8.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $993M |
|---|---|
| Net Assets (End of Year) | $817M |
| Net Income | -$167M |
| Employer EIN | 530115260 |
| Plan Effective Date | 1959-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The National Education Association)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,411 | $1.1B |
| 2023 | 2 | 1,406 | $1.1B |
| 2024 | 2 | 1,435 | $1.2B |
Nearby Defined Benefit (Pension) Plans in District of Columbia
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Employees' Retirement Plan of the National Education Association vs. nearby Defined Benefit (Pension) plans in District of Columbia, assets vs. participants
- Central Pension Fund of the Iuoe & Participating Employers $23.5B · 97,285
- Iam National Pension Fund $13.8B · 94,512
- United Mine Workers of America 1974 Pension Plan $3.1B · 61
- Danaher Corporation & Subsidiaries Pension Plan $1.8B · 3,671
- Liuna Staff and Affiliates Pension Fund $1.7B · 3,510
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Employees' Retirement Plan of the National Education Association by total assets, not by location.
- Iron Workers' Mid-America Pension Plan (IL) $844M · 3,351
- Newell Brands Consolidated Pension Plan (GA) $844M · 1,409
- Rio Tinto America Inc. Retirement Plan (UT) $843M · 1,747
- Metal Trades Branch Local 638 Pension Fund (NY) $843M · 3,291
Frequently Asked Questions
How did Employees' Retirement Plan of the National Education Association assets move in 2022? ▼
How have The National Education Association plan assets changed over time? ▼
Where does Employees' Retirement Plan of the National Education Association rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Employees' Retirement Plan of the National Education Association? ▼
Next read for Employees' Retirement Plan of the Nation…
Scale reading
Ways to act on Employees' Retirement Plan of the National Education Association's numbers.
- By total assets, Employees' Retirement Plan of the National Education Association ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in District of Columbia. Compare plans
- The National Education Association's sponsor-wide assets have grown 9.8% since 2022 across 3 plan years on file. More Other Services plans