Defined Benefit (Pension) · DOL Form 5500 · 2023
National Geographic Society Pension Plan
Data updated 2026-08-25
- $210M
- Total assets Near avg plan size
- 66
- Participants Small participant base
- 95th
- Percentile by assets National rank
- $3.2M
- Avg per participant High balance/head
Official DOL plan name: Employees' Retirement Plan of the National Geographic Society · Sponsored by National Geographic Society · District of Columbia · Information & Media
$210M in assets, 66 participants
National Geographic Society's Employees' Retirement Plan of the National Geographic Society reported $210M in total assets and 66 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #2,602 in Information & Media (2,818 peers)
Where Employees' Retirement Plan of the National Geographic Society sits by assets
Employees' Retirement Plan of the National Geographic Society sits in the top 5% of all filed plans by assets, $210M for 66 participants (~$3.2M/participant), down 6.1% in 2023.
- #2,602
- in Information & Media (2,818 peers)
- -6.1%
- assets change YoY
- 2.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Employees' Retirement Plan of the National Geographic Society's outsized position by total assets
Employees' Retirement Plan of the National Geographic Society vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$210,462,157 Top 5% higher than 95% 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
Employees' Retirement Plan of the National Geographic Society among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employees' Retirement Plan of the National Geographic Society is a small filing (66 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Employees' Retirement Plan of the National Geographic Society reported net income rose from -$94M in the plan year 2022 filing to -$7M in the plan year 2023 filing.
- Employees' Retirement Plan of the National Geographic Society end-of-year assets fell from $224M in the plan year 2022 filing to $210M in the plan year 2023 filing.
- Employees' Retirement Plan of the National Geographic Society reported participants fell from 70 in the plan year 2022 filing to 66 in the plan year 2023 filing.
DOL schedule card
Filing strip 530193519 · National Geographic Society PY 2023 · Defined Benefit (Pension)
Employees' Retirement Plan of the National Geographic Society · $210M · 66 · 95th
- BOY $210M
- SCH 66
- EBSA 95th
- PART Defined Benefit (Pension)
- TYPE near Pension Plan of American Society for Testing and Materials
- NET ind #2602
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 →
Employees' Retirement Plan of the National Geographic Society in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $224M |
|---|---|
| Net Assets (End of Year) | $196M |
| Net Income | -$7M |
| Employer EIN | 530193519 |
| Plan Effective Date | 1936-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (National Geographic Society)
Sponsor-wide plan assets over time
All 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 Defined Benefit (Pension) Plans in District of Columbia
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central Pension Fund of the Iuoe & Participating Employers $24.9B · 100,627
- Iam National Pension Fund $14.3B · 92,151
- United Mine Workers of America 1974 Pension Plan $3.5B · 52
- Danaher Corporation & Subsidiaries Pension Plan $1.9B · 3,354
- Liuna Staff and Affiliates Pension Fund $1.8B · 3,533
Employees' Retirement Plan of the National Geographic Society's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside District of Columbia, the nearest Defined Benefit (Pension) by assets is Pension Plan of American Society for Testing and Materials in PA ($211M); by covered participants it is St. Johnland Retirement Income Plan in NY (66 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($210M here).
- Pension Plan of American Society for Testing and Materials (PA) $211M · 285
- Local 584 Pension Trust Fund (NY) $210M · 324
- Mony Life Retirement Income Security Plan for Employees (NY) $210M · 187
- Pixelle Specialty Solutions LLC Retirement Plan (PA) $210M · 1,100
Similar participant headcount
Nearest other-state filings by covered participants (66 participants); asset peers above are excluded.
- St. Johnland Retirement Income Plan (NY) 66 · 0 off
- Air Cruisers Pension Plan (NJ) 66 · 0 off
- Palco Retirement Plan (CA) 66 · 0 off
- Penreco Pension Plan (IN) 66 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.