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

NATIONAL COUNCIL ON AGING PENSION PLAN

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

NATIONAL COUNCIL ON AGING

This Defined Benefit (Pension) plan holds $7M in total assets and serves 4 participants as of 2023. It is sponsored by NATIONAL COUNCIL ON AGING in Virginia. The plan reported positive net income of $515K for the year.

Total Assets (2023)
$7M
Participants
4
State
Industry
Other Services

What the Filing Says About NATIONAL COUNCIL ON AGING PENSION PLAN

NATIONAL COUNCIL ON AGING PENSION PLAN is a Defined Benefit (Pension) retirement plan sponsored by NATIONAL COUNCIL ON AGING, headquartered in Virginia. As of the 2023 Form 5500 filing, the plan reports $7M in total end-of-year assets and covers 4 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 131932384, and the plan has been effective since 1975-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $6M at the beginning of 2023 to $7M at year-end — a gain of 8.4%. Net assets (after liabilities) closed the year at $7M, with reported net income of $515K 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)$6M
Total Assets (End of Year)$7M
Net Assets (End of Year)$7M
Net Income$515K
Plan TypeDefined Benefit (Pension)
Employer EIN131932384
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (NATIONAL COUNCIL ON AGING)

Year Plans Participants Total Assets
2022 2 75 $18M
2023 2 88 $21M
2024 3 101 $15M

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 COUNCIL ON AGING PENSION PLAN?
As of the 2023 Form 5500 filing, NATIONAL COUNCIL ON AGING PENSION PLAN holds $7M in total assets with 4 participants. It is sponsored by NATIONAL COUNCIL ON AGING.
What type of plan is NATIONAL COUNCIL ON AGING PENSION PLAN?
NATIONAL COUNCIL ON AGING PENSION PLAN is a Defined Benefit (Pension) plan. It has been effective since 1975-01-01. The plan is filed with the U.S. Department of Labor under EIN 131932384.
Who sponsors the NATIONAL COUNCIL ON AGING PENSION PLAN?
NATIONAL COUNCIL ON AGING PENSION PLAN is sponsored by NATIONAL COUNCIL ON AGING, located in Virginia. The sponsor's EIN is 131932384 and the plan operates in the Other Services industry.
How did NATIONAL COUNCIL ON AGING PENSION PLAN perform in 2023?
NATIONAL COUNCIL ON AGING PENSION PLAN grew by 8.4% during 2023, moving from $6M to $7M in total assets. Net income was $515K.
Where can I find official filings for NATIONAL COUNCIL ON AGING PENSION PLAN?
Official Form 5500 filings for NATIONAL COUNCIL ON AGING PENSION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 131932384 or plan name at efast.dol.gov.
How does NATIONAL COUNCIL ON AGING PENSION PLAN compare to other plans?
You can compare NATIONAL COUNCIL ON AGING 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.

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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 131932384.

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.