Other · DOL Form 5500 · 2023
Board of Trustees of the National Plus Plan Retirement Plan
Data updated 2026-08-25
- $208M
- Total assets Near avg plan size
- 35,858
- Participants Very large workforce
- 95th
- Percentile by assets National rank
- $5,793
- Avg per participant Low balance/head
Official DOL plan name: National Plus Plan · Sponsored by Board of Trustees of the National Plus Plan · Rhode Island · Manufacturing
$208M in assets, 35,858 participants
Board of Trustees of the National Plus Plan's National Plus Plan reported $208M in total assets and 35,858 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #17,223 in Manufacturing (18,722 peers)
Coverage in Rhode Island
National Plus Plan covers 35,858 participants in Rhode Island, 25x the typical Rhode Island plan (state average ~1,449 per filing). Assets: $208M.
- #17,223
- in Manufacturing (18,722 peers)
- +10.7%
- assets growth YoY
- 2.1×
- vs typical plan assets (national mean)
National Plus Plan's outsized position by total assets
National Plus Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$207,713,396 Top 5% higher than 95% 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 Plus Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. National Plus Plan is a mega filing (35,858 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- National Plus Plan reported net income rose from -$41M in the plan year 2022 filing to $20M in the plan year 2023 filing.
- National Plus Plan end-of-year assets rose from $188M in the plan year 2022 filing to $208M in the plan year 2023 filing.
- National Plus Plan reported participants rose from 33,717 in the plan year 2022 filing to 35,858 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 133513611 · Board of Trustees of the National Plus Plan PY 2023 · Other
National Plus Plan · $208M · 35,858 · 95th
- TYPE $208M
- NET 35,858
- BOOK 95th
- VS-ST Other
- BOY near Natural Resources Defense Council Tax Deferred Annuity Retirement Plan
- SCH ind #17223
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 Manufacturing retirement plans → · Plans in Rhode Island →
National Plus Plan in the asset neighbourhood
Rhode Island filing particulars
| Total Assets (Beginning of Year) | $188M |
|---|---|
| Net Assets (End of Year) | $206M |
| Net Income | $20M |
| Employer EIN | 133513611 |
| Plan Effective Date | 1989-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of the National Plus Plan)
Sponsor-wide plan assets over time
All Board of Trustees of the National Plus Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $223M 18.879157953444967% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 33,717 | $188M |
| 2023 | 1 | 35,858 | $208M |
| 2024 | 1 | 35,858 | $223M |
Nearby Other Plans in Rhode Island
Peer Other plans, same state, same plan type, ranked by total assets.
- Brown University Defined Contribution Legacy Retirement Plan $1.4B · 1,272
- Lifespan Corporation 403(b)Retirement Plan $1.2B · 9,416
- Brown University Defined Contribution Deferred Vesting Retirement Plan $813M · 5,630
- Providence College 403(b) Plan $360M · 984
- Roger Williams University Retirement Plan $336M · 2,740
Scale composition for National Plus Plan
National Plus Plan reports $208M in end-of-year assets across 35,858 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.038% of 93,925,755 covered participants) - about $5,793 per participant (4% of the national average assets-per-participant) . Net income for plan year 2023 was $20M.
This plan identity (EIN 133513611, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $188M to $223M (+18.9%) while covered participants moved from 33,717 to 35,858 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 33,717 | $188M | Open filing |
| 2023 | 35,858 | $208M | This page |
| 2024 · index core | 35,858 | $223M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- National Plus Plan (Other, $223M, 35,858 participants)
National Plus Plan's out-of-state Other peers by assets and headcount
Outside Rhode Island, the nearest Other by assets is Natural Resources Defense Council Tax Deferred Annuity Retirement Plan in NY ($208M); by covered participants it is Beaumont Health 403(b) Retirement Savings Plan in MI (33,717 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($208M here).
- Natural Resources Defense Council Tax Deferred Annuity Retirement Plan (NY) $208M · 663
- Le Moyne College 403(b) Plan (NY) $208M · 994
- Irc 403(b) Retirement Savings Plan (NY) $208M · 3,005
- Association of University Physicians Tda Plan (WA) $207M · 2,561
Similar participant headcount
Nearest other-state filings by covered participants (35,858 participants); asset peers above are excluded.
- Beaumont Health 403(b) Retirement Savings Plan (MI) 33,717 · 2,141 off
- Nyu Langone Health 403(b) Plan (NY) 33,011 · 2,847 off
- Ochsner Clinic Foundation 403(b) Plan (LA) 32,372 · 3,486 off
- Medstar Health, Inc. Retirement Savings Plan (MD) 31,642 · 4,216 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.