Other · DOL Form 5500 · 2023
The National Geographic Society Retirement Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 58
- Participants Small participant base
- 78th
- Percentile by assets National rank
- $476,322
- Avg per participant High balance/head
Official DOL plan name: The National Geographic Society 403(b) Retirement Savings Plan · Sponsored by The National Geographic Society · District of Columbia · Information & Media
$28M in assets, 58 participants
The National Geographic Society's The National Geographic Society 403(b) Retirement Savings Plan reported $28M in total assets and 58 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.
- #1,971 in Information & Media (2,818 peers)
Where The National Geographic Society 403(b) Retirement Savings Plan sits by assets
The National Geographic Society 403(b) Retirement Savings Plan sits in the top quartile of all filed plans by assets, $28M for 58 participants (~$476,322/participant), down 0.7% in 2023.
- #1,971
- in Information & Media (2,818 peers)
- -0.7%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $185K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The National Geographic Society 403(b) Retirement Savings Plan's outsized position by total assets
The National Geographic Society 403(b) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$27,626,655 Top 22% higher than 78% 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
The National Geographic Society 403(b) Retirement Savings 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. The National Geographic Society 403(b) Retirement Savings Plan is a small filing (58 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The National Geographic Society 403(b) Retirement Savings Plan reported net income rose from -$7M in the plan year 2022 filing to -$185K in the plan year 2023 filing.
- The National Geographic Society 403(b) Retirement Savings Plan reported participants fell from 126 in the plan year 2022 filing to 58 in the plan year 2023 filing.
- The National Geographic Society 403(b) Retirement Savings Plan end-of-year assets fell from $28M in the plan year 2022 filing to $28M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 530193519 · The National Geographic Society PY 2023 · Other
The National Geographic Society 403(b) Retirement Savings Plan · $28M · 58 · 78th
- PHOTO $28M
- PHOTO 58
- PHOTO 78th
- PHOTO Other
- PHOTO near Asian Art Museum Foundation of San Francisco 403(b) DC Plan
- PHOTO ind #1971
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 403(b) Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | -$185K |
| Employer EIN | 530193519 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The National Geographic Society)
Sponsor-wide plan assets over time
All The National Geographic Society plans reported in each filing year
- Latest sponsor-wide plan assets
- $385M 0.49302619937006753% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 623 | $383M |
| 2023 | 3 | 660 | $388M |
| 2024 | 3 | 680 | $385M |
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
The National Geographic Society 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside District of Columbia, the nearest Other by assets is Asian Art Museum Foundation of San Francisco 403(b) DC Plan in CA ($28M); by covered participants it is Aao-Hnsf 403(b) Plan in VA (58 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
Similar participant headcount
Nearest other-state filings by covered participants (58 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.