Defined Benefit (Pension) · DOL Form 5500 · 2023

National Audubon Society, Inc. Pension Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
68
Participants Small participant base
59th
Percentile by assets National rank
$149,975
Avg per participant Above avg balance/head
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Official DOL plan name: National Audubon Society Cash Balance Pension Plan · Sponsored by National Audubon Society, Inc. · New York · Other Services

$10M in assets, 68 participants

National Audubon Society, Inc.'s National Audubon Society Cash Balance Pension Plan reported $10M in total assets and 68 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #6,014 in Other Services (7,857 peers)

National Audubon Society, Inc. multi-year trail

National Audubon Society, Inc.'s plans moved +37.9% in assets from 2022 to 2024; this filing shows National Audubon Society Cash Balance Pension Plan at $10M / 68 participants.

#6,014
in Other Services (7,857 peers)
+4.3%
assets growth YoY

National Audubon Society Cash Balance Pension Plan's mid-pack asset rank among Other Services and all filers

National Audubon Society Cash Balance Pension Plan vs every filed plan by assets

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

$10,198,281 Top 41% higher than 59% 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

National Audubon Society Cash Balance Pension 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 Audubon Society Cash Balance Pension Plan is a small filing (68 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • National Audubon Society Cash Balance Pension Plan reported net income rose from -$3M in the plan year 2022 filing to $421K in the plan year 2023 filing.
  • National Audubon Society Cash Balance Pension Plan reported participants fell from 73 in the plan year 2022 filing to 68 in the plan year 2023 filing.
  • National Audubon Society Cash Balance Pension Plan end-of-year assets rose from $10M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 131624102 · National Audubon Society, Inc. PY 2023 · Defined Benefit (Pension)

National Audubon Society Cash Balance Pension Plan · $10M · 68 · 59th

  • NET $10M
  • NET 68
  • NET 59th
  • NET Defined Benefit (Pension)
  • NET near Waterfront Warehouses Local No. 1429 Pension Fund
  • NET ind #6014

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 New York →

National Audubon Society Cash Balance Pension Plan in the asset neighbourhood

Southeast Financial Credit Union Defined Benefit Plan and TrustSoutheast Financial Credit U…$10MNational Audubon Society Cash Balance Pension PlanNational Audubon Society Cas…$10MWaterfront Warehouses Local No. 1429 Pension FundWaterfront Warehouses Local …$10MRetirement Income Plan for Salaried Employees of the Polish National Alliance of the U.S. of N.a.Retirement Income Plan for S…$10MThe Oregon Clinic, P.C. Cash Balance PlanThe Oregon Clinic, P.C. Cash…$10M
End-of-year total assets ($M) among National Audubon Society Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

National Audubon Society, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All National Audubon Society, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$148M 37.93810210055956% vs 2022
2024 filing year
$100M$120M$140M$160M 202220232024 $108M $148M ▲ +37.9%
Year Plans Participants Total Assets
2022 2 770 $108M
2023 2 779 $129M
2024 2 816 $148M

National Audubon Society, Inc. filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income$421K
Employer EIN131624102
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

National Audubon Society Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants National Audubon Society Cash Balance Pension Plan, Total assets ($B): 0.010198281 · Participants: 68National Audubon Society Cash Balance Pension PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
National Audubon Society Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare National Audubon Society Cash Balance Pension Plan side-by-side with 3 peers →

National Audubon Society Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Waterfront Warehouses Local No. 1429 Pension Fund in MD ($10M); by covered participants it is Michigan Health and Hospital Association Staff Pension Plan in MI (68 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (68 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 National Audubon Society Cash Balance Pension Plan assets move in 2023? ▼
National Audubon Society Cash Balance Pension Plan edged up modestly - up 4.3% during 2023, from $10M to $10M. Reported net income was $421K.
How have National Audubon Society, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Audubon Society, Inc.'s sponsor-wide assets grew 37.9%, from $108M to $148M.
Which Defined Benefit (Pension) plans are similar in size to National Audubon Society Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Waterfront Warehouses Local No. 1429 Pension Fund in MD ($10M, 78 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to National Audubon Society Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Michigan Health and Hospital Association Staff Pension Plan in MI (68 participants, N/A 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 131624102.

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.