401(k) · DOL Form 5500 · 2023

National Education Association of the United States 401(k) Plan

Data updated 2026-08-11

$233M
Total assets: 437
Participants: 95th
Percentile by assets: $533,447
Avg per participant

Official DOL plan name: National Education Association 401(k) Retirement Savings Plan · Sponsored by National Education Association of the United States · District of Columbia · Other Services

$233M in assets, 437 participants

National Education Association of the United States's National Education Association 401(k) Retirement Savings Plan reported $233M in total assets and 437 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.

95th percentile by assets (of 127,072 plans)
#7,762 in Other Services (7,857 peers)

Coverage in District of Columbia

National Education Association 401(k) Retirement Savings Plan covers 437 participants in District of Columbia, about 30% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $233M.

$233M
total plan assets (2023 EOY): 437
covered participants: 95th
percentile by assets (of 127,072 plans): $533,447
avg assets per participant

National Education Association 401(k) Retirement Savings Plan reported net income rose from -$49M in the plan year 2022 filing to $25M in the plan year 2023 filing.
National Education Association 401(k) Retirement Savings Plan end-of-year assets rose from $208M in the plan year 2022 filing to $233M in the plan year 2023 filing.
National Education Association 401(k) Retirement Savings Plan reported participants fell from 449 in the plan year 2022 filing to 437 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

District of Columbia

Industry

Other Services

Participants vs District of Columbia filers

In District of Columbia, the average filing covers about 1,456 participants across 881 plans. National Education Association 401(k) Retirement Savings Plan reports 437 participants - about 30% of that state average ($233M EOY assets).

District of Columbia filing particulars

Total Assets (Beginning of Year)	$208M
Net Assets (End of Year)	$233M
Net Income	$25M
Employer EIN	530115260
Plan Effective Date	1985-04-01
Filing Status	FILING RECEIVED

Sponsor Plan History (National Education Association of the United States)

Total plan assets by year, all National Education Association of the United States plans on file

Year	Plans	Participants	Total Assets
2022	2	1,411	$1.1B
2023	2	1,406	$1.1B
2024	2	1,435	$1.2B

Nearby 401(k) Plans in District of Columbia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

National Education Association 401(k) Retirement Savings Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants

Danaher Corporation & Subsidiaries Savings Plan $5.8B · 29,441
Geico 401(k) Savings Plan $5.8B · 39,034
Federal National Mortgage Association Retirement Savings Plan for Employees $3.9B · 8,044
Finra Savings Plus Plan $2.2B · 3,958
Hogan Lovells US LLP Retirement Savings Plan $1.6B · 1,870

Compare National Education Association 401(k) Re… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to National Education Association 401(k) Retirement Savings Plan by total assets, not by location.

Livanova US Employee Retirement Savings Plan (TX) $233M · 1,293
Healthnow New York Inc. Elective 401(k) Plan (PA) $233M · 1,344
Gallup Retirement and Savings Plan (NE) $233M · 905
Seneca Foods Corporation Employees' Savings Plan (NY) $233M · 6,270

Frequently Asked Questions

How did National Education Association 401(k) Retirement Savings Plan assets move in 2023? ▼

National Education Association 401(k) Retirement Savings Plan grew at a solid clip - up 12.1% during 2023, from $208M to $233M. Reported net income was $25M.

How have National Education Association of the United States plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), National Education Association of the United States's sponsor-wide assets grew 9.8%, from $1.1B to $1.2B.

Where does National Education Association 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼

National Education Association 401(k) Retirement Savings Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to National Education Association 401(k) Retirement Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Livanova US Employee Retirement Savings Plan in TX ($233M, 1,293 participants).

Next read for National Education Association 401(k) Re…

Filing takeaways

Ways to act on National Education Association 401(k) Retirement Savings Plan's numbers.

By total assets, National Education Association 401(k) Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in District of Columbia. Compare plans
National Education Association of the United States's sponsor-wide assets have grown 9.8% since 2022 across 3 plan years on file. More Other Services plans

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 530115260.