National Treasury Employees Union Money Purchase Plan

Money Purchase · DOL Form 5500 · 2023

What the Filing Says About N.T.E.U. Money Purchase Plan

N.T.E.U. Money Purchase Plan is a Money Purchase retirement plan sponsored by National Treasury Employees Union, headquartered in District of Columbia. According to the U.S. Department of Labor's 2023 Form 5500 filing, the plan reports $15M in total end-of-year assets and covers 126 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 530244795, and the plan has been effective since 2000-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets grew at a solid clip from $14M at the beginning of 2023 to $15M at year-end - up 6.0%. Net assets (after liabilities) closed the year at $15M, with reported net income of $847K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Across the 3 plan years National Treasury Employees Union has on file with PlainRetire (2022-2024), sponsor-wide plan assets have moved from $65M to $84M, a gain of 30.5%, while reported participants moved from 254 to 260 (+2.4%). The strongest year on file by total sponsor assets was 2024 at $84M; the softest was 2022 at $65M. Year-by-year, sponsor-wide filings show: 2022 - $65M in assets across 2 plans covering 254 participants; 2023 - $72M in assets across 2 plans covering 258 participants; 2024 - $84M in assets across 2 plans covering 260 participants.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

How the percentile is calculated: we count every plan that filed a 2023 Form 5500 with a reported end-of-year asset figure (126,618 plans), rank N.T.E.U. Money Purchase Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.