Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees, Nalc Annuity Trust Fund Pension Plan
Data updated 2026-08-11
- $345M
- Total assets
- 564
- Participants
- 97th
- Percentile by assets
- $611,340
- Avg per participant
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.
- 97th percentile by assets (of 139,126 plans)
- #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.
- $345M
- total plan assets (2022 EOY)
- 564
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $611,340
- avg assets per participant
Nalc Annuity Trust Fund vs the 2022 asset distribution
By assets, Nalc Annuity Trust Fund outranks 97% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 3.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $336M |
|---|---|
| Net Assets (End of Year) | $342M |
| Net Income | $6M |
| Employer EIN | 526038252 |
| Plan Effective Date | 1954-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Nalc Annuity Trust Fund)
| 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
- Northrop Grumman Pension Plan $18.3B · 14,867
- Retirement Security Plan $9.4B · 54,531
- Ng Space&mission Systems Corp Salaried Pension Pla $8.1B · 7,799
- Dominion Energy Pension Plan $7.3B · 12,832
- Sheet Metal Workers' National Pension Fund $7.2B · 61,068
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Nalc Annuity Trust Fund by total assets, not by location.
- Retirement Plan of Murphy Oil Corporation (TX) $345M · 588
- Teleflex Incorporated Retirement Income Plan (PA) $345M · 224
- McKinsey & Company, Inc. Partner Cash Balance Plan (NY) $345M · 1,075
- Arizona Pipe Trades Pension Plan (AZ) $344M · 1,731
Frequently Asked Questions
How did Nalc Annuity Trust Fund assets move in 2022? ▼
How have Board of Trustees, Nalc Annuity Trust Fund plan assets changed over time? ▼
Where does Nalc Annuity Trust Fund rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Nalc Annuity Trust Fund? ▼
Next read for Nalc Annuity Trust Fund
Scale reading
Ways to act on Nalc Annuity Trust Fund's numbers.
- By total assets, Nalc Annuity Trust Fund ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Virginia. Compare plans
- Board of Trustees, Nalc Annuity Trust Fund's sponsor-wide assets have grown 10.7% since 2022 across 3 plan years on file. More Finance & Insurance plans