Other · DOL Form 5500 · 2023
National Society Daughters of the American Revolution Retirement Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 96
- Participants Small participant base
- 66th
- Percentile by assets National rank
- $145,246
- Avg per participant Above avg balance/head
Official DOL plan name: National Society Daughters of the American Revolution 403(b) Plan · Sponsored by National Society Daughters of the American Revolution · District of Columbia · Other Services
$14M in assets, 96 participants
National Society Daughters of the American Revolution's National Society Daughters of the American Revolution 403(b) Plan reported $14M in total assets and 96 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.
- #6,341 in Other Services (7,857 peers)
National Society Daughters of the American Revolution multi-year trail
National Society Daughters of the American Revolution's plans moved +32.9% in assets from 2022 to 2024; this filing shows National Society Daughters of the American Revolution 403(b) Plan at $14M / 96 participants.
- #6,341
- in Other Services (7,857 peers)
- +10.3%
- assets growth YoY
National Society Daughters of the American Revolution 403(b) Plan's mid-pack asset rank among Other Services and all filers
National Society Daughters of the American Revolution 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$13,943,643 Top 34% higher than 66% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
National Society Daughters of the American Revolution 403(b) Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. National Society Daughters of the American Revolution 403(b) Plan is a small filing (96 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- National Society Daughters of the American Revolution 403(b) Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- National Society Daughters of the American Revolution 403(b) Plan reported participants fell from 160 in the plan year 2022 filing to 96 in the plan year 2023 filing.
- National Society Daughters of the American Revolution 403(b) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $14M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 530205923 · National Society Daughters of the American Revolution PY 2023 · Other
National Society Daughters of the American Revolution 403(b) Plan · $14M · 96 · 66th
- EBSA $14M
- PART 96
- TYPE 66th
- NET Other
- BOOK near Lutheran Home & Harwood Place 403(b) Plan
- VS-ST ind #6341
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 District of Columbia →
National Society Daughters of the American Revolution 403(b) Plan in the asset neighbourhood
National Society Daughters of the American Revolution multi-year asset trail
Sponsor-wide plan assets over time
All National Society Daughters of the American Revolution plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 32.93664431303209% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 160 | $13M |
| 2023 | 1 | 96 | $14M |
| 2024 | 1 | 100 | $17M |
National Society Daughters of the American Revolution filing trail (2023)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $1M |
| Employer EIN | 530205923 |
| Plan Effective Date | 1988-05-27 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in District of Columbia
Peer Other plans, same state, same plan type, ranked by total assets.
- Int'l Brotherhood of Electrical Workers' Pension Benefit Fund $2.6B · 431,907
- Georgetown University Defined Contribution Retirement Plan $2.2B · 4,981
- American University Defined Contribution Retirement Plan $1.3B · 2,668
- Howard University Savings Plan $1.1B · 6,611
- Georgetown University Voluntary Contribution Retirement Plan $865M · 15,030
National Society Daughters of the American Revolution 403(b) Plan's out-of-state Other peers by assets and headcount
Outside District of Columbia, the nearest Other by assets is Lutheran Home & Harwood Place 403(b) Plan in WI ($14M); by covered participants it is Ammonoosuc Community Health Services 403(b) Plan in NH (96 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Lutheran Home & Harwood Place 403(b) Plan (WI) $14M · 470
- Los Angeles Opera Company Retirement Plan (CA) $14M · 602
- Lake Forest Country Day School 403b (IL) $14M · 114
- Tax Deferred Annuity Plan (NY) $14M · 155
Similar participant headcount
Nearest other-state filings by covered participants (96 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.