Other · DOL Form 5500 · 2023

Ncta Education Foundation, Inc Retirement Plan

Data updated 2026-08-25

$67K
Total assets Small plan by assets
2
Participants Small participant base
5th
Percentile by assets National rank
$33,479
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ncta Education Foundation, Inc Tax Deferred Annuity Plan · Sponsored by Ncta Education Foundation, Inc · District of Columbia · Educational Services

$67K in assets, 2 participants

Ncta Education Foundation, Inc's Ncta Education Foundation, Inc Tax Deferred Annuity Plan reported $67K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 5th 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.

  • #140 in Educational Services (3,735 peers)

Ncta Education Foundation, Inc multi-year trail

Ncta Education Foundation, Inc's plans moved -100.0% in assets from 2022 to 2024; this filing shows Ncta Education Foundation, Inc Tax Deferred Annuity Plan at $67K / 2 participants.

#140
in Educational Services (3,735 peers)
+22.9%
assets growth YoY

Ncta Education Foundation, Inc Tax Deferred Annuity Plan among the smaller filed plans by assets

Ncta Education Foundation, Inc Tax Deferred Annuity Plan vs every filed plan by assets

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

$66,958 5th percentile higher than 5% 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

Ncta Education Foundation, 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. Ncta Education Foundation, Inc Tax Deferred Annuity Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ncta Education Foundation, Inc Tax Deferred Annuity Plan reported net income rose from -$3K in the plan year 2022 filing to $12K in the plan year 2023 filing.
  • Ncta Education Foundation, Inc Tax Deferred Annuity Plan end-of-year assets rose from $54K in the plan year 2022 filing to $67K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 521653760 · Ncta Education Foundation, Inc PY 2023 · Other

Ncta Education Foundation, Inc Tax Deferred Annuity Plan · $67K · 2 · 5th

  • PCT $67K
  • PCT 2
  • PCT 5th
  • PCT Other
  • PCT near Westbury Friends School 403(b) Tda Plan 367056
  • PCT ind #140

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 Educational Services retirement plans → · Plans in District of Columbia →

Ncta Education Foundation, Inc Tax Deferred Annuity Plan in the asset neighbourhood

Ncta Education Foundation, Inc Tax Deferred Annuity PlanNcta Education Foundation, I…$67KWestbury Friends School 403(b) Tda Plan 367056Westbury Friends School 403(…$66KCommunity Action Resource and Development, Inc.Community Action Resource an…$68KDavid Heller Keogh$69KNew York Council for the Humanities Tax-Sheltered Annuity PlanNew York Council for the Hum…$69K
End-of-year total assets ($M) among Ncta Education Foundation, Inc Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Ncta Education Foundation, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Ncta Education Foundation, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$1 99.99816422814972% vs 2022
2024 filing year
$0M$0.02M$0.04M$0.06M$0.08M 202220232024 $0.05M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 2 $54K
2023 1 2 $67K
2024 2 3 $1

Ncta Education Foundation, Inc filing trail (2023)

Total Assets (Beginning of Year)$54K
Net Assets (End of Year)$67K
Net Income$12K
Employer EIN521653760
Plan Effective Date1990-04-01
Filing StatusFILING RECEIVED

Nearby Other Plans in District of Columbia

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

Ncta Education Foundation, Inc Tax Deferred Annuity Plan vs. nearby Other plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -10123 Total assets ($B) Participants Ncta Education Foundation, Inc Tax Deferred Annuity Plan, Total assets ($B): 0.000066958 · Participants: 2Ncta Education Foundation, Inc Tax Deferred Annuity PlanInt'l Brotherhood of Electrical Workers' Pension Benefit Fund, Total assets ($B): 2.573431912 · Participants: 431907Int'l Brotherhood of Electrical Workers' Pension Benefit FundGeorgetown University Defined Contribution Retirement Plan, Total assets ($B): 2.233326595 · Participants: 4981Georgetown University Defined Contribution Retirement PlanAmerican University Defined Contribution Retirement Plan, Total assets ($B): 1.269733433 · Participants: 2668American University Defined Contribution Retirement PlanHoward University Savings Plan, Total assets ($B): 1.110483572 · Participants: 6611Howard University Savings PlanGeorgetown University Voluntary Contribution Retirement Plan, Total assets ($B): 0.864736688 · Participants: 15030Georgetown University Voluntary Contribution Retirement Plan
Ncta Education Foundation, Inc Tax Deferred Annuity Plan vs. nearby Other plans in District of Columbia, assets vs. participants
Compare Ncta Education Foundation, Inc Tax Deferred Annuity Plan side-by-side with 3 peers →

Ncta Education Foundation, Inc Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside District of Columbia, the nearest Other by assets is Westbury Friends School 403(b) Tda Plan 367056 in NY ($66K); by covered participants it is Tadalyssa, Inc. Retirement Plan in TX (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Ncta Education Foundation, Inc Tax Deferred Annuity Plan assets move in 2023? ▼
Ncta Education Foundation, Inc Tax Deferred Annuity Plan grew sharply - up 22.9% during 2023, from $54K to $67K. Reported net income was $12K.
How have Ncta Education Foundation, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ncta Education Foundation, Inc's sponsor-wide assets declined 100.0%, from $54K to $1.
Where does Ncta Education Foundation, Inc Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Ncta Education Foundation, Inc Tax Deferred Annuity Plan ranks in the 5th 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 Ncta Education Foundation, Inc Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Westbury Friends School 403(b) Tda Plan 367056 in NY ($66K, 2 participants).
Which Other plans cover a similar participant headcount to Ncta Education Foundation, Inc Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Tadalyssa, Inc. Retirement Plan in TX (2 participants, $464K 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 521653760.

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.