401(k) · DOL Form 5500 · 2023

National Treasury Employees Union 401(k) Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
132
Participants Small participant base
87th
Percentile by assets National rank
$430,379
Avg per participant High balance/head
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Official DOL plan name: N.T.E.U. 401(k) Plan · Sponsored by National Treasury Employees Union · District of Columbia · Other Services

$57M in assets, 132 participants

National Treasury Employees Union's N.T.E.U. 401(k) Plan reported $57M in total assets and 132 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,407 in Other Services (7,857 peers)

Coverage in District of Columbia

N.T.E.U. 401(k) Plan covers 132 participants in District of Columbia, about 9% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $57M.

#7,407
in Other Services (7,857 peers)
+12.1%
assets growth YoY
0.6×
vs typical plan assets (national mean)

N.T.E.U. 401(k) Plan's outsized position by total assets

N.T.E.U. 401(k) Plan vs every filed plan by assets

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

$56,810,028 Top 13% higher than 87% 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

N.T.E.U. 401(k) 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. N.T.E.U. 401(k) Plan sits mid-pack in the medium band (132 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • N.T.E.U. 401(k) Plan reported net income rose from -$14M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • N.T.E.U. 401(k) Plan end-of-year assets rose from $51M in the plan year 2022 filing to $57M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 530244795 · National Treasury Employees Union PY 2023 · 401(k)

N.T.E.U. 401(k) Plan · $57M · 132 · 87th

  • 5500 $57M
  • ASSETS 132
  • PCT 87th
  • EIN 401(k)
  • RANK near Es3 401(k) Plan
  • PHOTO ind #7407

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 →

N.T.E.U. 401(k) Plan in the asset neighbourhood

Mid Atlantic Capital Group Retirement Savings PlanMid Atlantic Capital Group R…$57MN.T.E.U. 401(k) Plan$57MEs3 401(k) Plan$57MParadies Lagardere 401(k) PlanParadies Lagardere 401(k) Pl…$57MCredit Union of Colorado 401(k) Retirement PlanCredit Union of Colorado 401…$57M
End-of-year total assets ($M) among N.T.E.U. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

District of Columbia filing particulars

Total Assets (Beginning of Year)$51M
Net Assets (End of Year)$57M
Net Income$6M
Employer EIN530244795
Plan Effective Date1979-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Treasury Employees Union)

Sponsor-wide plan assets over time

All National Treasury Employees Union plans reported in each filing year

Latest sponsor-wide plan assets
$84M 30.52153098934573% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $64.7M $84.4M ▲ +30.5%
Year Plans Participants Total Assets
2022 2 254 $65M
2023 2 258 $72M
2024 2 260 $84M

Nearby 401(k) Plans in District of Columbia

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

N.T.E.U. 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants N.T.E.U. 401(k) Plan, Total assets ($B): 0.056810028 · Participants: 132N.T.E.U. 401(k) 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
N.T.E.U. 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare N.T.E.U. 401(k) Plan side-by-side with 3 peers →

N.T.E.U. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Es3 401(k) Plan in CA ($57M); by covered participants it is Revision Military 401(k) Retirement Plan in VT (132 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($57M here).

Similar participant headcount

Nearest other-state filings by covered participants (132 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 N.T.E.U. 401(k) Plan assets move in 2023? ▼
N.T.E.U. 401(k) Plan grew at a solid clip - up 12.1% during 2023, from $51M to $57M. Reported net income was $6M.
How have National Treasury Employees Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Treasury Employees Union's sponsor-wide assets grew 30.5%, from $65M to $84M.
Where does N.T.E.U. 401(k) Plan rank by assets among Form 5500 filers? ▼
N.T.E.U. 401(k) Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to N.T.E.U. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Es3 401(k) Plan in CA ($57M, 170 participants).
Which 401(k) plans cover a similar participant headcount to N.T.E.U. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Revision Military 401(k) Retirement Plan in VT (132 participants, $5M 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 530244795.

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.