Other · DOL Form 5500 · 2022
Board of Trustees of the National Plus Plan Retirement Plan
Data updated 2026-08-25
- $188M
- Total assets Near avg plan size
- 33,717
- Participants Very large workforce
- 95th
- Percentile by assets National rank
- $5,566
- Avg per participant Low balance/head
Official DOL plan name: National Plus Plan · Sponsored by Board of Trustees of the National Plus Plan · Rhode Island · Manufacturing
$188M in assets, 33,717 participants
Board of Trustees of the National Plus Plan's National Plus Plan reported $188M in total assets and 33,717 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- #19,112 in Manufacturing (20,602 peers)
Coverage in Rhode Island
National Plus Plan covers 33,717 participants in Rhode Island, 23x the typical Rhode Island plan (state average ~1,449 per filing). Assets: $188M.
- #19,112
- in Manufacturing (20,602 peers)
- -17.9%
- assets change YoY
- 1.9×
- vs typical plan assets (national mean)
The plan reported a net loss of $41M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
National Plus Plan's outsized position by total assets
National Plus Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$187,661,643 Top 5% higher than 95% 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
National Plus 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. National Plus Plan is a mega filing (33,717 participants), the rightmost band on the breakdown.
Published 5500 schedule card
Filing strip 133513611 · Board of Trustees of the National Plus Plan PY 2022 · Other
National Plus Plan · $188M · 33,717 · 95th
- VS-ST $188M
- BOY 33,717
- SCH 95th
- EBSA Other
- PART near Open Society Institute Retirement Plan
- TYPE ind #19112
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 Manufacturing retirement plans → · Plans in Rhode Island →
National Plus Plan in the asset neighbourhood
Rhode Island filing particulars
| Total Assets (Beginning of Year) | $229M |
|---|---|
| Net Assets (End of Year) | $186M |
| Net Income | -$41M |
| Employer EIN | 133513611 |
| Plan Effective Date | 1989-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of the National Plus Plan)
Sponsor-wide plan assets over time
All Board of Trustees of the National Plus Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $223M 18.879157953444967% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 33,717 | $188M |
| 2023 | 1 | 35,858 | $208M |
| 2024 | 1 | 35,858 | $223M |
Nearby Other Plans in Rhode Island
Peer Other plans, same state, same plan type, ranked by total assets.
- Brown University Defined Contribution Legacy Retirement Plan $1.3B · 1,283
- Lifespan Corporation 403(b)Retirement Plan $1.0B · 10,171
- Brown University Defined Contribution Deferred Vesting Retirement Plan $657M · 4,906
- Providence College 403(b) Plan $316M · 949
- Roger Williams University Retirement Plan $297M · 1,769
Scale composition for National Plus Plan
National Plus Plan reports $188M in end-of-year assets across 33,717 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.036% of 93,925,755 covered participants) - about $5,566 per participant (4% of the national average assets-per-participant) . Net income for plan year 2022 was -$41M.
This plan identity (EIN 133513611, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $188M to $223M (+18.9%) while covered participants moved from 33,717 to 35,858 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 33,717 | $188M | This page |
| 2023 | 35,858 | $208M | Open filing |
| 2024 · index core | 35,858 | $223M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- National Plus Plan (Other, $223M, 35,858 participants)
National Plus Plan's out-of-state Other peers by assets and headcount
Outside Rhode Island, the nearest Other by assets is Open Society Institute Retirement Plan in NY ($188M); by covered participants it is Beaumont Health 403(b) Retirement Savings Plan in MI (33,585 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($188M here).
- Open Society Institute Retirement Plan (NY) $188M · 459
- Philadelphia College of Osteopathic Medicine Retirement Plan (PA) $188M · 1,239
- Anmed Health Retirement Savings Plan (SC) $187M · 3,539
- Pacific University Section 403(b) Plan (OR) $187M · 956
Similar participant headcount
Nearest other-state filings by covered participants (33,717 participants); asset peers above are excluded.
- Beaumont Health 403(b) Retirement Savings Plan (MI) 33,585 · 132 off
- Medstar Health, Inc. Retirement Savings Plan (MD) 30,441 · 3,276 off
- The Mount Sinai Medical Center 403(b) Retirement Plan (NY) 30,163 · 3,554 off
- Hcr Manorcare 403(b) Plan (OH) 37,738 · 4,021 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.