Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

NATIONAL SCHOOL BOARDS ASSOCIATION PENSION PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

NATIONAL SCHOOL BOARDS ASSOCIATION

This Defined Benefit (Pension) plan holds $31M in total assets and serves 5 participants as of 2023. It is sponsored by NATIONAL SCHOOL BOARDS ASSOCIATION in Virginia. The plan reported positive net income of $496K for the year.

Total Assets (2023)
$31M
Participants
5
State
Industry
Other Services

What the Filing Says About NATIONAL SCHOOL BOARDS ASSOCIATION PENSION PLAN

NATIONAL SCHOOL BOARDS ASSOCIATION PENSION PLAN is a Defined Benefit (Pension) retirement plan sponsored by NATIONAL SCHOOL BOARDS ASSOCIATION, headquartered in Virginia. As of the 2023 Form 5500 filing, the plan reports $31M in total end-of-year assets and covers 5 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 362210015, and the plan has been effective since 1962-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $30M at the beginning of 2023 to $31M at year-end — a gain of 1.6%. Net assets (after liabilities) closed the year at $31M, with reported net income of $496K 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.

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.

Financial Summary (2023)

Total Assets (Beginning of Year)$30M
Total Assets (End of Year)$31M
Net Assets (End of Year)$31M
Net Income$496K
Plan TypeDefined Benefit (Pension)
Employer EIN362210015
Plan Effective Date1962-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (NATIONAL SCHOOL BOARDS ASSOCIATION)

Year Plans Participants Total Assets
2022 2 68 $44M
2023 2 38 $44M
2024 1 3 $31M

Nearby Defined Benefit (Pension) Plans in Virginia

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

Frequently Asked Questions

How much money is in the NATIONAL SCHOOL BOARDS ASSOCIATION PENSION PLAN?
As of the 2023 Form 5500 filing, NATIONAL SCHOOL BOARDS ASSOCIATION PENSION PLAN holds $31M in total assets with 5 participants. It is sponsored by NATIONAL SCHOOL BOARDS ASSOCIATION.
What type of plan is NATIONAL SCHOOL BOARDS ASSOCIATION PENSION PLAN?
NATIONAL SCHOOL BOARDS ASSOCIATION PENSION PLAN is a Defined Benefit (Pension) plan. It has been effective since 1962-07-01. The plan is filed with the U.S. Department of Labor under EIN 362210015.
Who sponsors the NATIONAL SCHOOL BOARDS ASSOCIATION PENSION PLAN?
NATIONAL SCHOOL BOARDS ASSOCIATION PENSION PLAN is sponsored by NATIONAL SCHOOL BOARDS ASSOCIATION, located in Virginia. The sponsor's EIN is 362210015 and the plan operates in the Other Services industry.
How did NATIONAL SCHOOL BOARDS ASSOCIATION PENSION PLAN perform in 2023?
NATIONAL SCHOOL BOARDS ASSOCIATION PENSION PLAN grew by 1.6% during 2023, moving from $30M to $31M in total assets. Net income was $496K.
Where can I find official filings for NATIONAL SCHOOL BOARDS ASSOCIATION PENSION PLAN?
Official Form 5500 filings for NATIONAL SCHOOL BOARDS ASSOCIATION PENSION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 362210015 or plan name at efast.dol.gov.
How does NATIONAL SCHOOL BOARDS ASSOCIATION PENSION PLAN compare to other plans?
You can compare NATIONAL SCHOOL BOARDS ASSOCIATION PENSION PLAN against other Defined Benefit (Pension) plans on the plan type page, or view plans in Virginia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 362210015.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.