401(k) · DOL Form 5500 · 2023

National Geographic Society 401(k) Plan

Data updated 2026-08-25

$150M
Total assets Near avg plan size
536
Participants Below avg headcount
94th
Percentile by assets National rank
$280,599
Avg per participant High balance/head
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Official DOL plan name: The National Geographic Society 401(k) Retirement Savings Plan · Sponsored by National Geographic Society · District of Columbia · Information & Media

$150M in assets, 536 participants

National Geographic Society's The National Geographic Society 401(k) Retirement Savings Plan reported $150M in total assets and 536 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #2,540 in Information & Media (2,818 peers)

Coverage in District of Columbia

The National Geographic Society 401(k) Retirement Savings Plan covers 536 participants in District of Columbia, about 37% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $150M.

#2,540
in Information & Media (2,818 peers)
+14.8%
assets growth YoY
1.5×
vs typical plan assets (national mean)

The National Geographic Society 401(k) Retirement Savings Plan's outsized position by total assets

The National Geographic Society 401(k) Retirement Savings Plan vs every filed plan by assets

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

$150,401,162 Top 6% higher than 94% 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

The National Geographic Society 401(k) Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The National Geographic Society 401(k) Retirement Savings Plan sits mid-pack in the medium band (536 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The National Geographic Society 401(k) Retirement Savings Plan reported net income rose from -$26M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • The National Geographic Society 401(k) Retirement Savings Plan reported participants rose from 427 in the plan year 2022 filing to 536 in the plan year 2023 filing.
  • The National Geographic Society 401(k) Retirement Savings Plan end-of-year assets rose from $131M in the plan year 2022 filing to $150M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 530193519 · National Geographic Society PY 2023 · 401(k)

The National Geographic Society 401(k) Retirement Savings Plan · $150M · 536 · 94th

  • VS-ST $150M
  • VS-ST 536
  • VS-ST 94th
  • VS-ST 401(k)
  • VS-ST near Coxhealth 401(k) Plan
  • VS-ST ind #2540

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 Information & Media retirement plans → · Plans in District of Columbia →

The National Geographic Society 401(k) Retirement Savings Plan in the asset neighbourhood

Melroe Savings and Investment PlanMelroe Savings and Investmen…$150MH2m Architects + Engineers 401(k) PlanH2m Architects + Engineers 4…$150MCoxhealth 401(k) Plan$150MThe National Geographic Society 401(k) Retirement Savings PlanThe National Geographic Soci…$150MCrescent Electric Supply Company 401(k) PlanCrescent Electric Supply Com…$150M
End-of-year total assets ($M) among The National Geographic Society 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

District of Columbia filing particulars

Total Assets (Beginning of Year)$131M
Net Assets (End of Year)$150M
Net Income$19M
Employer EIN530193519
Plan Effective Date1995-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Geographic Society)

Sponsor-wide plan assets over time

All National Geographic Society plans reported in each filing year

Latest sponsor-wide plan assets
$385M 0.49302619937006753% vs 2022
2024 filing year
$382M$384M$386M$388M$390M 202220232024 $383M $385M ▲ +0.5%
Year Plans Participants Total Assets
2022 3 623 $383M
2023 3 660 $388M
2024 3 680 $385M

Nearby 401(k) Plans in District of Columbia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The National Geographic Society 401(k) Retirement Savings Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants The National Geographic Society 401(k) Retirement Savings Plan, Total assets ($B): 0.150401162 · Participants: 536The National Geographic Society 401(k) Retirement Savings PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.808883656 · Participants: 29441Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 5.758063779 · Participants: 39034Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.918113552 · Participants: 8044Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.182175101 · Participants: 3958Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.63036822 · Participants: 1870Hogan Lovells US LLP Retirement Savings Plan
The National Geographic Society 401(k) Retirement Savings Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants

The National Geographic Society 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Coxhealth 401(k) Plan in MO ($150M); by covered participants it is Zenith Freight Lines, LLC 401 (K) Plan in NC (536 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($150M here).

Similar participant headcount

Nearest other-state filings by covered participants (536 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 The National Geographic Society 401(k) Retirement Savings Plan assets move in 2023? ▼
The National Geographic Society 401(k) Retirement Savings Plan grew at a solid clip - up 14.8% during 2023, from $131M to $150M. Reported net income was $19M.
How have National Geographic Society plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Geographic Society's sponsor-wide assets grew 0.5%, from $383M to $385M.
Where does The National Geographic Society 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
The National Geographic Society 401(k) Retirement Savings Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to The National Geographic Society 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Coxhealth 401(k) Plan in MO ($150M, 283 participants).
Which 401(k) plans cover a similar participant headcount to The National Geographic Society 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Zenith Freight Lines, LLC 401 (K) Plan in NC (536 participants, N/A in assets).