Other · DOL Form 5500 · 2023

National Assoc. of Scholars, Inc. Retirement Plan

Data updated 2026-08-25

$451K
Total assets Small plan by assets
4
Participants Small participant base
17th
Percentile by assets National rank
$112,863
Avg per participant Below avg balance/head
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Official DOL plan name: National Association of Scholars, Inc Tax-Deferred Annuity Plan · Sponsored by National Assoc. of Scholars, Inc. · New York · Other Services

$451K in assets, 4 participants

National Assoc. of Scholars, Inc.'s National Association of Scholars, Inc Tax-Deferred Annuity Plan reported $451K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.

  • #2,897 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, National Association of Scholars, Inc Tax-Deferred Annuity Plan ranks #2,897 of 7,857 2023 filers by assets (4446% of the sector average)-$451K for 4 participants.

#2,897
in Other Services (7,857 peers)
+25.0%
assets growth YoY

National Association of Scholars, Inc Tax-Deferred Annuity Plan among the smaller filed plans by assets

National Association of Scholars, Inc Tax-Deferred Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$451,450 17th percentile higher than 17% of 127,068 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 2023

National Association of Scholars, Inc Tax-Deferred Annuity Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. National Association of Scholars, Inc Tax-Deferred Annuity Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • National Association of Scholars, Inc Tax-Deferred Annuity Plan reported net income rose from -$36K in the plan year 2022 filing to $90K in the plan year 2023 filing.
  • National Association of Scholars, Inc Tax-Deferred Annuity Plan end-of-year assets rose from $361K in the plan year 2022 filing to $451K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 112741490 · National Assoc. of Scholars, Inc. PY 2023 · Other

National Association of Scholars, Inc Tax-Deferred Annuity Plan · $451K · 4 · 17th

  • SCH $451K
  • SCH 4
  • SCH 17th
  • SCH Other
  • SCH near Doctors Hospital Employees Pension and Annuity Plan
  • SCH ind #2897

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 New York →

National Association of Scholars, Inc Tax-Deferred Annuity Plan in the asset neighbourhood

The Dance Foundation 403(b) PlanThe Dance Foundation 403(b) …$456KGeorgia Resource Center Defined Contribution Annuity PlanGeorgia Resource Center Defi…$458KNational Association of Scholars, Inc Tax-Deferred Annuity PlanNational Association of Scho…$451KDoctors Hospital Employees Pension and Annuity PlanDoctors Hospital Employees P…$451KJames R Decker Dmd Profit Sharing PlanJames R Decker Dmd Profit Sh…$446K
End-of-year total assets ($M) among National Association of Scholars, Inc Tax-Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$361K
Net Assets (End of Year)$451K
Net Income$90K
Employer EIN112741490
Plan Effective Date1992-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Assoc. of Scholars, Inc.)

Sponsor-wide plan assets over time

All National Assoc. of Scholars, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 53.80912591359747% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.47M $2.25M ▲ +53.1%
Year Plans Participants Total Assets
2022 2 17 $1M
2023 2 21 $2M
2024 2 23 $2M

Nearby Other Plans in New York

Peer Other plans, same state, same plan type, ranked by total assets.

National Association of Scholars, Inc Tax-Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants National Association of Scholars, Inc Tax-Deferred Annuity Plan, Total assets ($B): 0.00045145 · Participants: 4National Association of Scholars, Inc Tax-Deferred Annuity PlanNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
National Association of Scholars, Inc Tax-Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants
Compare National Association of Scholars, Inc Tax-Deferred Annuity Plan side-by-side with 3 peers →

National Association of Scholars, Inc Tax-Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Doctors Hospital Employees Pension and Annuity Plan in WA ($451K); by covered participants it is Little Folks School Retirement in DC (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did National Association of Scholars, Inc Tax-Deferred Annuity Plan assets move in 2023? ▼
National Association of Scholars, Inc Tax-Deferred Annuity Plan grew sharply - up 25.0% during 2023, from $361K to $451K. Reported net income was $90K.
How have National Assoc. of Scholars, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Assoc. of Scholars, Inc.'s sponsor-wide assets grew 53.8%, from $1M to $2M.
Where does National Association of Scholars, Inc Tax-Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
National Association of Scholars, Inc Tax-Deferred Annuity Plan ranks in the 17th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Other plans are similar in size to National Association of Scholars, Inc Tax-Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Doctors Hospital Employees Pension and Annuity Plan in WA ($451K, N/A participants).
Which Other plans cover a similar participant headcount to National Association of Scholars, Inc Tax-Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Little Folks School Retirement in DC (4 participants, $240K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 112741490.

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.