Defined Benefit (Pension) · DOL Form 5500 · 2023

National Telecommunications Cooperative Association Pension Plan

Data updated 2026-08-11

$2.3B
Total assets
10,052
Participants
99th
Percentile by assets
$227,849
Avg per participant
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Official DOL plan name: Retirement&security Program for Employees of Ntca and Its Members · Sponsored by National Telecommunications Cooperative Association · Virginia · Information & Media

$2.3B in assets, 10,052 participants

National Telecommunications Cooperative Association's Retirement&security Program for Employees of Ntca and Its Members reported $2.3B in total assets and 10,052 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • 99th percentile by assets (of 127,072 plans)
  • #2,777 in Information & Media (2,818 peers)

Coverage in Virginia

Retirement&security Program for Employees of Ntca and Its Members covers 10,052 participants in Virginia, 13x the typical Virginia plan (state average ~782 per filing). Assets: $2.3B.

$2.3B
total plan assets (2023 EOY)
10,052
covered participants
99th
percentile by assets (of 127,072 plans)
$227,849
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement&security Program for Employees of Ntca and Its Members reported net income rose from -$602M in the plan year 2022 filing to $75M in the plan year 2023 filing.
  • Retirement&security Program for Employees of Ntca and Its Members reported participants fell from 10,724 in the plan year 2022 filing to 10,052 in the plan year 2023 filing.
  • Retirement&security Program for Employees of Ntca and Its Members end-of-year assets rose from $2.2B in the plan year 2022 filing to $2.3B in the plan year 2023 filing.

See the national 2023→2024 release diff →

State

Participants vs Virginia filers

In Virginia, the average filing covers about 782 participants across 3,655 plans. Retirement&security Program for Employees of Ntca and Its Members reports 10,052 participants - 13x that state average ($2.3B EOY assets).

Virginia filing particulars

Total Assets (Beginning of Year)$2.2B
Net Assets (End of Year)$2.3B
Net Income$75M
Employer EIN520741336
Plan Effective Date1959-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Telecommunications Cooperative Association)

$4.5B$5B$5.5B$6B 202220232024 $4.84B $5.88B ▲ +21.5%
Total plan assets by year, all National Telecommunications Cooperative Association plans on file
Year Plans Participants Total Assets
2022 2 32,763 $4.8B
2023 2 32,322 $5.3B
2024 2 33,122 $5.9B

Nearby Defined Benefit (Pension) Plans in Virginia

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

Retirement&security Program for Employees of Ntca and Its Members vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants

Retirement&security Program for Employees of Ntca and Its Members vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants Scatter plot of 6 data points. 020000400006000080000 05101520 Total assets ($B) Participants Retirement&security …Northrop Grumman Pen…Retirement Security …Ng Space&mission Sys…Sheet Metal Workers'…Dominion Energy Pens…
Retirement&security Program for Employees of Ntca and Its Members vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants

Scale composition for Retirement&security Program for Employees of Ntca and Its Members

Retirement&security Program for Employees of Ntca and Its Members reports $2.3B in end-of-year assets across 10,052 participants (0.019% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.011% of 93,925,755 covered participants) - about $227,849 per participant (1.6x the national average assets-per-participant) . Net income for plan year 2023 was $75M.

This plan identity (EIN 520741336, plan #333) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.2B to $2.5B (+13.7%) while covered participants moved from 10,724 to 9,988 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 10,724 $2.2B Open filing
2023 10,052 $2.3B This page
2024 · index core 9,988 $2.5B Open filing

The same sponsor also keeps 2 other index-core plans on PlainRetire:

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Retirement&security Program for Employees of Ntca and Its Members by total assets, not by location.

Frequently Asked Questions

How did Retirement&security Program for Employees of Ntca and Its Members assets move in 2023?
Retirement&security Program for Employees of Ntca and Its Members edged up modestly - up 3.4% during 2023, from $2.2B to $2.3B. Reported net income was $75M.
How have National Telecommunications Cooperative Association plan assets changed over time?
Across 3 plan years on file (2022-2024), National Telecommunications Cooperative Association's sponsor-wide assets grew 21.5%, from $4.8B to $5.9B.
Where does Retirement&security Program for Employees of Ntca and Its Members rank by assets among Form 5500 filers?
Retirement&security Program for Employees of Ntca and Its Members ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Retirement&security Program for Employees of Ntca and Its Members?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Southern California Gas Company Pension Plan in CA ($2.3B, 8,002 participants).

Next read for Retirement&security Program for Employee…

Filing takeaways

Ways to act on Retirement&security Program for Employees of Ntca and Its Members's numbers.

  • By total assets, Retirement&security Program for Employees of Ntca and Its Members ranks among the largest 1% of all filed plans. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Virginia. Compare plans
  • National Telecommunications Cooperative Association's sponsor-wide assets have grown 21.5% since 2022 across 3 plan years on file. More Information & Media plans