Other · DOL Form 5500 · 2023

National Council on Aging, Inc. Retirement Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
84
Participants Small participant base
67th
Percentile by assets National rank
$172,833
Avg per participant Above avg balance/head
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Official DOL plan name: National Council on Aging, Inc. 403(b) Plan · Sponsored by National Council on Aging, Inc. · Virginia · Other Services

$15M in assets, 84 participants

National Council on Aging, Inc.'s National Council on Aging, Inc. 403(b) Plan reported $15M in total assets and 84 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.

  • #6,388 in Other Services (7,857 peers)

National Council on Aging, Inc. multi-year trail

National Council on Aging, Inc.'s plans moved +12.6% in assets from 2022 to 2024; this filing shows National Council on Aging, Inc. 403(b) Plan at $15M / 84 participants.

#6,388
in Other Services (7,857 peers)
+20.6%
assets growth YoY

National Council on Aging, Inc. 403(b) Plan's outsized position by total assets

National Council on Aging, Inc. 403(b) Plan vs every filed plan by assets

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

$14,518,004 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

National Council on Aging, Inc. 403(b) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. National Council on Aging, Inc. 403(b) Plan is a small filing (84 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • National Council on Aging, Inc. 403(b) Plan reported net income rose from -$982K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • National Council on Aging, Inc. 403(b) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • National Council on Aging, Inc. 403(b) Plan reported participants rose from 70 in the plan year 2022 filing to 84 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 131932384 · National Council on Aging, Inc. PY 2023 · Other

National Council on Aging, Inc. 403(b) Plan · $15M · 84 · 67th

  • EIN $15M
  • EIN 84
  • EIN 67th
  • EIN Other
  • EIN near Trinity Christian Academy 403(b) Plan
  • EIN ind #6388

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 Virginia →

National Council on Aging, Inc. 403(b) Plan in the asset neighbourhood

Shodair Hospital Employees Tax Deferred Annuity PlanShodair Hospital Employees T…$15MNational Council on Aging, Inc. 403(b) PlanNational Council on Aging, I…$15MTrinity Christian Academy 403(b) PlanTrinity Christian Academy 40…$15MBirch Family Services 403(b) Retirement Savings PlanBirch Family Services 403(b)…$15MEmployees' Pension Plan of Glasstech, Inc.Employees' Pension Plan of G…$14M
End-of-year total assets ($M) among National Council on Aging, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

National Council on Aging, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All National Council on Aging, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 12.616430418500869% vs 2022
2024 filing year
$17M$18M$19M$20M$21M$22M 202220232024 $18.2M $20.4M ▲ +12.6%
Year Plans Participants Total Assets
2022 2 75 $18M
2023 2 88 $21M
2024 3 101 $20M

National Council on Aging, Inc. filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN131932384
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Virginia

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

National Council on Aging, Inc. 403(b) Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants National Council on Aging, Inc. 403(b) Plan, Total assets ($B): 0.014518004 · Participants: 84National Council on Aging, Inc. 403(b) PlanSentara 403(b) Savings Plan, Total assets ($B): 3.287712192 · Participants: 25806Sentara 403(b) Savings PlanThe George Washington University Supplemental Retirement Plan, Total assets ($B): 1.530650403 · Participants: 8047The George Washington University Supplemental Retirement PlanInstitute for Defense Analyses Tax Deferred Annuity Plan, Total assets ($B): 0.801043955 · Participants: 1453Institute for Defense Analyses Tax Deferred Annuity PlanCarilion Clinic 403(b) Retirement Savings Plan, Total assets ($B): 0.722085709 · Participants: 12978Carilion Clinic 403(b) Retirement Savings PlanCentra Health Matching Tax Deferred Savings Plan, Total assets ($B): 0.669994115 · Participants: 7141Centra Health Matching Tax Deferred Savings Plan
National Council on Aging, Inc. 403(b) Plan vs. nearby Other plans in Virginia, assets vs. participants
Compare National Council on Aging, Inc. 403(b) Plan side-by-side with 3 peers →

National Council on Aging, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is Trinity Christian Academy 403(b) Plan in TX ($15M); by covered participants it is Mayfield Senior School 403 (B) Plan in CA (84 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (84 participants); asset peers above are excluded.

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 National Council on Aging, Inc. 403(b) Plan assets move in 2023? ▼
National Council on Aging, Inc. 403(b) Plan grew sharply - up 20.6% during 2023, from $12M to $15M. Reported net income was $2M.
How have National Council on Aging, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Council on Aging, Inc.'s sponsor-wide assets grew 12.6%, from $18M to $20M.
Which Other plans are similar in size to National Council on Aging, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Trinity Christian Academy 403(b) Plan in TX ($15M, 361 participants).
Which Other plans cover a similar participant headcount to National Council on Aging, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Mayfield Senior School 403 (B) Plan in CA (84 participants, $16M 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 131932384.

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.