Money Purchase · DOL Form 5500 · 2023

National Treasury Employees Union Money Purchase Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
126
Participants Small participant base
67th
Percentile by assets National rank
$117,839
Avg per participant Below avg balance/head
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Official DOL plan name: N.T.E.U. Money Purchase Plan · Sponsored by National Treasury Employees Union · District of Columbia · Other Services

$15M in assets, 126 participants

National Treasury Employees Union's N.T.E.U. Money Purchase Plan reported $15M in total assets and 126 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #6,404 in Other Services (7,857 peers)

Coverage in District of Columbia

N.T.E.U. Money Purchase Plan covers 126 participants in District of Columbia, about 9% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $15M.

#6,404
in Other Services (7,857 peers)
+6.0%
assets growth YoY

N.T.E.U. Money Purchase Plan's outsized position by total assets

N.T.E.U. Money Purchase Plan vs every filed plan by assets

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

$14,847,706 Top 33% higher than 67% 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. Money Purchase 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. Money Purchase Plan sits mid-pack in the medium band (126 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • N.T.E.U. Money Purchase Plan reported net income rose from -$2M in the plan year 2022 filing to $847K in the plan year 2023 filing.
  • N.T.E.U. Money Purchase Plan end-of-year assets rose from $14M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • N.T.E.U. Money Purchase Plan reported participants rose from 122 in the plan year 2022 filing to 126 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 530244795 · National Treasury Employees Union PY 2023 · Money Purchase

N.T.E.U. Money Purchase Plan · $15M · 126 · 67th

  • EOY $15M
  • EOY 126
  • EOY 67th
  • EOY Money Purchase
  • EOY near Pba Employees and Fund Office Staff Pension Plan
  • EOY ind #6404

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. Money Purchase Plan in the asset neighbourhood

Kern Oil & Refining Company Pension PlanKern Oil & Refining Company …$15MN.T.E.U. Money Purchase Plan$15MPba Employees and Fund Office Staff Pension PlanPba Employees and Fund Offic…$15MThe Crosby Group Hourly Employees Pension Plus PlanThe Crosby Group Hourly Empl…$15MComposition Roofers Industry Local No. 10 Pension PlanComposition Roofers Industry…$15M
End-of-year total assets ($M) among N.T.E.U. Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

District of Columbia filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$15M
Net Income$847K
Employer EIN530244795
Plan Effective Date2000-04-01
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 Money Purchase Plans in District of Columbia

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

N.T.E.U. Money Purchase Plan vs. nearby Money Purchase plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. 050010001500 -1000100200300400 Total assets ($M) Participants N.T.E.U. Money Purchase Plan, Total assets ($M): 14.847706 · Participants: 126N.T.E.U. Money Purchase PlanAura, Inc. Money Purchase Pension Plan and Trust, Total assets ($M): 380.629048 · Participants: 1394Aura, Inc. Money Purchase Pension Plan and TrustNas Primary Retirement Plan, Total assets ($M): 366.569472 · Participants: 1056Nas Primary Retirement PlanCarnegie Institution of Washington Retirement Plan, Total assets ($M): 224.631026 · Participants: 555Carnegie Institution of Washington Retirement PlanNational Democratic Institute for International Affairs Money Purchase Pension Plan, Total assets ($M): 56.16659 · Participants: 263National Democratic Institute for International Affairs Money Purchase Pension PlanNfl Players Association Money Purchase Pension Plan and Trust, Total assets ($M): 53.19264 · Participants: 87Nfl Players Association Money Purchase Pension Plan and Trust
N.T.E.U. Money Purchase Plan vs. nearby Money Purchase plans in District of Columbia, assets vs. participants
Compare N.T.E.U. Money Purchase Plan side-by-side with 3 peers →

N.T.E.U. Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside District of Columbia, the nearest Money Purchase by assets is Pba Employees and Fund Office Staff Pension Plan in NY ($15M); by covered participants it is Elder Services of Cape Cod and the Islands, Inc. Pension Trust in MA (126 participants). Same-state nearby plans are listed separately above.

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. Money Purchase Plan assets move in 2023? ▼
N.T.E.U. Money Purchase Plan grew at a solid clip - up 6.0% during 2023, from $14M to $15M. Reported net income was $847K.
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.
Which Money Purchase plans are similar in size to N.T.E.U. Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Pba Employees and Fund Office Staff Pension Plan in NY ($15M, 56 participants).
Which Money Purchase plans cover a similar participant headcount to N.T.E.U. Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Elder Services of Cape Cod and the Islands, Inc. Pension Trust in MA (126 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 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.