Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees, Nalc Annuity Trust Fund Pension Plan

Data updated 2026-08-25

$345M
Total assets Above avg plan size
564
Participants Below avg headcount
97th
Percentile by assets National rank
$611,340
Avg per participant High balance/head
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Official DOL plan name: Nalc Annuity Trust Fund · Sponsored by Board of Trustees, Nalc Annuity Trust Fund · Virginia · Finance & Insurance

$345M in assets, 564 participants

Board of Trustees, Nalc Annuity Trust Fund's Nalc Annuity Trust Fund reported $345M in total assets and 564 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • #8,790 in Finance & Insurance (9,261 peers)

Where Nalc Annuity Trust Fund sits by assets

Nalc Annuity Trust Fund sits in the top 5% of all filed plans by assets, $345M for 564 participants (~$611,340/participant), up 2.6% in 2022.

#8,790
in Finance & Insurance (9,261 peers)
+2.6%
assets growth YoY
3.5×
vs typical plan assets (national mean)

Nalc Annuity Trust Fund's outsized position by total assets

Nalc Annuity Trust Fund vs every filed plan by assets

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

$344,795,803 Top 3% higher than 97% 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

Nalc Annuity Trust Fund 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. Nalc Annuity Trust Fund sits mid-pack in the medium band (564 participants).

Form 5500 schedule snapshot

Filing strip 526038252 · Board of Trustees, Nalc Annuity Trust Fund PY 2022 · Defined Benefit (Pension)

Nalc Annuity Trust Fund · $345M · 564 · 97th

  • SCH $345M
  • EBSA 564
  • PART 97th
  • TYPE Defined Benefit (Pension)
  • NET near Retirement Plan of Murphy Oil Corporation
  • BOOK ind #8790

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 Finance & Insurance retirement plans → · Plans in Virginia →

Nalc Annuity Trust Fund in the asset neighbourhood

Teleflex Incorporated Retirement Income PlanTeleflex Incorporated Retire…$345MRetirement Plan of Murphy Oil CorporationRetirement Plan of Murphy Oi…$345MNalc Annuity Trust Fund$345MMcKinsey & Company, Inc. Partner Cash Balance PlanMcKinsey & Company, Inc. Par…$345MArizona Pipe Trades Pension PlanArizona Pipe Trades Pension …$344M
End-of-year total assets ($M) among Nalc Annuity Trust Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$336M
Net Assets (End of Year)$342M
Net Income$6M
Employer EIN526038252
Plan Effective Date1954-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Nalc Annuity Trust Fund)

Sponsor-wide plan assets over time

All Board of Trustees, Nalc Annuity Trust Fund plans reported in each filing year

Latest sponsor-wide plan assets
$382M 10.690704376120262% vs 2022
2024 filing year
$340M$360M$380M$400M 202220232024 $345M $382M ▲ +10.7%
Year Plans Participants Total Assets
2022 1 564 $345M
2023 1 563 $359M
2024 1 565 $382M

Nearby Defined Benefit (Pension) Plans in Virginia

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Nalc Annuity Trust Fund vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Nalc Annuity Trust Fund, Total assets ($B): 0.344795803 · Participants: 564Nalc Annuity Trust FundNorthrop Grumman Pension Plan, Total assets ($B): 18.331391337 · Participants: 14867Northrop Grumman Pension PlanRetirement Security Plan, Total assets ($B): 9.385168374 · Participants: 54531Retirement Security PlanNg Space&mission Systems Corp Salaried Pension Pla, Total assets ($B): 8.061267673 · Participants: 7799Ng Space&mission Systems Corp Salaried Pension PlaDominion Energy Pension Plan, Total assets ($B): 7.265847838 · Participants: 12832Dominion Energy Pension PlanSheet Metal Workers' National Pension Fund, Total assets ($B): 7.155241333 · Participants: 61068Sheet Metal Workers' National Pension Fund
Nalc Annuity Trust Fund vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants
Compare Nalc Annuity Trust Fund side-by-side with 3 peers →

Nalc Annuity Trust Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Virginia, the nearest Defined Benefit (Pension) by assets is Retirement Plan of Murphy Oil Corporation in TX ($345M); by covered participants it is IBEW Local 7 Pension Fund in CT (564 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($345M here).

Similar participant headcount

Nearest other-state filings by covered participants (564 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 Nalc Annuity Trust Fund assets move in 2022? ▼
Nalc Annuity Trust Fund edged up modestly - up 2.6% during 2022, from $336M to $345M. Reported net income was $6M.
How have Board of Trustees, Nalc Annuity Trust Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, Nalc Annuity Trust Fund's sponsor-wide assets grew 10.7%, from $345M to $382M.
Where does Nalc Annuity Trust Fund rank by assets among Form 5500 filers? ▼
Nalc Annuity Trust Fund ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Nalc Annuity Trust Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan of Murphy Oil Corporation in TX ($345M, 588 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Nalc Annuity Trust Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is IBEW Local 7 Pension Fund in CT (564 participants, $67M 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 526038252.

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.