Defined Benefit (Pension) · DOL Form 5500 · 2022

The National Education Association Pension Plan

Data updated 2026-08-25

$845M
Total assets Above avg plan size
962
Participants Near avg headcount
99th
Percentile by assets National rank
$877,999
Avg per participant High balance/head
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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.

  • #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.

#8,376
in Other Services (8,398 peers)
-14.9%
assets change YoY
8.5×
vs typical plan assets (national mean)

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's outsized position by total assets

Employees' Retirement Plan of the National Education Association vs every filed plan by assets

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

$844,635,086 Top 1% higher than 99% 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

Employees' Retirement Plan of the National Education Association 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. Employees' Retirement Plan of the National Education Association sits mid-pack in the medium band (962 participants).

Published 5500 schedule card

Filing strip 530115260 · The National Education Association PY 2022 · Defined Benefit (Pension)

Employees' Retirement Plan of the National Education Association · $845M · 962 · 99th

  • PHOTO $845M
  • IND 962
  • EOY 99th
  • 5500 Defined Benefit (Pension)
  • ASSETS near Iron Workers' Mid-America Pension Plan
  • PCT ind #8376

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 →

Employees' Retirement Plan of the National Education Association in the asset neighbourhood

Employees' Retirement Plan of the National Education AssociationEmployees' Retirement Plan o…$845MIron Workers' Mid-America Pension PlanIron Workers' Mid-America Pe…$844MNewell Brands Consolidated Pension PlanNewell Brands Consolidated P…$844MRio Tinto America Inc. Retirement PlanRio Tinto America Inc. Retir…$843MMetal Trades Branch Local 638 Pension FundMetal Trades Branch Local 63…$843M
End-of-year total assets ($M) among Employees' Retirement Plan of the National Education Association and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$993M
Net Assets (End of Year)$817M
Net Income-$167M
Employer EIN530115260
Plan Effective Date1959-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The National Education Association)

Sponsor-wide plan assets over time

All The National Education Association plans reported in each filing year

Latest sponsor-wide plan assets
$1.2B 9.774366981065484% vs 2022
2024 filing year
$1B$1.05B$1.1B$1.15B$1.2B 202220232024 $1.05B $1.16B ▲ +10.5%
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 Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Employees' Retirement Plan of the National Education Association, Total assets ($B): 0.844635086 · Participants: 962Employees' Retirement Plan of the National Education AssociationCentral Pension Fund of the Iuoe & Participating Employers, Total assets ($B): 23.467010401 · Participants: 97285Central Pension Fund of the Iuoe & Participating EmployersIam National Pension Fund, Total assets ($B): 13.802436496 · Participants: 94512Iam National Pension FundUnited Mine Workers of America 1974 Pension Plan, Total assets ($B): 3.067717872 · Participants: 61United Mine Workers of America 1974 Pension PlanDanaher Corporation & Subsidiaries Pension Plan, Total assets ($B): 1.849453727 · Participants: 3671Danaher Corporation & Subsidiaries Pension PlanLiuna Staff and Affiliates Pension Fund, Total assets ($B): 1.663546449 · Participants: 3510Liuna Staff and Affiliates Pension Fund
Employees' Retirement Plan of the National Education Association vs. nearby Defined Benefit (Pension) plans in District of Columbia, assets vs. participants
Compare Employees' Retirement Plan of the National Education Association side-by-side with 3 peers →

Employees' Retirement Plan of the National Education Association's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside District of Columbia, the nearest Defined Benefit (Pension) by assets is Iron Workers' Mid-America Pension Plan in IL ($844M); by covered participants it is Sharp Corporation Retirement Plan in PA (961 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($845M here).

Similar participant headcount

Nearest other-state filings by covered participants (962 participants); asset peers above are excluded.

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 Employees' Retirement Plan of the National Education Association assets move in 2022? ▼
Employees' Retirement Plan of the National Education Association pulled back noticeably - down 14.9% during 2022, from $993M to $845M. Reported net income was -$167M.
How have The National Education Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The National Education Association's sponsor-wide assets grew 9.8%, from $1.1B to $1.2B.
Where does Employees' Retirement Plan of the National Education Association rank by assets among Form 5500 filers? ▼
Employees' Retirement Plan of the National Education Association ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Employees' Retirement Plan of the National Education Association? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Iron Workers' Mid-America Pension Plan in IL ($844M, 3,351 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Employees' Retirement Plan of the National Education Association? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Sharp Corporation Retirement Plan in PA (961 participants, $31M 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 530115260.

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.