Defined Benefit (Pension) · DOL Form 5500 · 2023

Navy Mutual Aid Association Pension Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
40
Participants Small participant base
79th
Percentile by assets National rank
$741,825
Avg per participant High balance/head
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Official DOL plan name: Navy Mutual Aid Association Employees' Retirement Plan · Sponsored by Navy Mutual Aid Association · Virginia · Finance & Insurance

$30M in assets, 40 participants

Navy Mutual Aid Association's Navy Mutual Aid Association Employees' Retirement Plan reported $30M in total assets and 40 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #6,019 in Finance & Insurance (8,869 peers)

Where Navy Mutual Aid Association Employees' Retirement Plan sits by assets

Navy Mutual Aid Association Employees' Retirement Plan sits in the top quartile of all filed plans by assets, $30M for 40 participants (~$741,825/participant), up 3.7% in 2023.

#6,019
in Finance & Insurance (8,869 peers)
+3.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Navy Mutual Aid Association Employees' Retirement Plan's outsized position by total assets

Navy Mutual Aid Association Employees' Retirement Plan vs every filed plan by assets

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

$29,673,002 Top 21% higher than 79% 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

Navy Mutual Aid Association Employees' Retirement 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. Navy Mutual Aid Association Employees' Retirement Plan is a small filing (40 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Navy Mutual Aid Association Employees' Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Navy Mutual Aid Association Employees' Retirement Plan reported participants fell from 47 in the plan year 2022 filing to 40 in the plan year 2023 filing.
  • Navy Mutual Aid Association Employees' Retirement Plan end-of-year assets rose from $29M in the plan year 2022 filing to $30M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 530116720 · Navy Mutual Aid Association PY 2023 · Defined Benefit (Pension)

Navy Mutual Aid Association Employees' Retirement Plan · $30M · 40 · 79th

  • ASSETS $30M
  • PCT 40
  • EIN 79th
  • RANK Defined Benefit (Pension)
  • PHOTO near Legacy Community Federal Credit Union Cash Balance Defined Benefit Plan and Trust
  • IND ind #6019

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 Finance & Insurance retirement plans → · Plans in Virginia →

Navy Mutual Aid Association Employees' Retirement Plan in the asset neighbourhood

Frost Brown Todd LLP Cash Balance Pension PlanFrost Brown Todd LLP Cash Ba…$30MNavy Mutual Aid Association Employees' Retirement PlanNavy Mutual Aid Association …$30MLegacy Community Federal Credit Union Cash Balance Defined Benefit Plan and TrustLegacy Community Federal Cre…$30MDentons US LLP Cash Balance PlanDentons US LLP Cash Balance …$30MInternational Shipholding Corporation Retirement PlanInternational Shipholding Co…$30M
End-of-year total assets ($M) among Navy Mutual Aid Association Employees' Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$30M
Net Income$1M
Employer EIN530116720
Plan Effective Date1965-05-21
Filing StatusFILING RECEIVED

Sponsor Plan History (Navy Mutual Aid Association)

Sponsor-wide plan assets over time

All Navy Mutual Aid Association plans reported in each filing year

Latest sponsor-wide plan assets
$49M 14.95208027782028% vs 2022
2024 filing year
$40M$42M$44M$46M$48M$50M 202220232024 $42.5M $48.8M ▲ +15.0%
Year Plans Participants Total Assets
2022 2 160 $42M
2023 2 160 $45M
2024 2 160 $49M

Nearby Defined Benefit (Pension) Plans in Virginia

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

Navy Mutual Aid Association Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Navy Mutual Aid Association Employees' Retirement Plan, Total assets ($B): 0.029673002 · Participants: 40Navy Mutual Aid Association Employees' Retirement PlanNorthrop Grumman Pension Plan, Total assets ($B): 19.134846358 · Participants: 13674Northrop Grumman Pension PlanRetirement Security Plan, Total assets ($B): 10.184642779 · Participants: 54171Retirement Security PlanNg Space&mission Systems Corp Salaried Pension Pla, Total assets ($B): 8.450021632 · Participants: 7117Ng Space&mission Systems Corp Salaried Pension PlaSheet Metal Workers' National Pension Fund, Total assets ($B): 8.306466489 · Participants: 61272Sheet Metal Workers' National Pension FundDominion Energy Pension Plan, Total assets ($B): 7.570958933 · Participants: 12263Dominion Energy Pension Plan
Navy Mutual Aid Association Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants
Compare Navy Mutual Aid Association Employees' Retirement Plan side-by-side with 3 peers →

Navy Mutual Aid Association Employees' Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Virginia, the nearest Defined Benefit (Pension) by assets is Legacy Community Federal Credit Union Cash Balance Defined Benefit Plan and Trust in AL ($30M); by covered participants it is The Coho at Stanford University Cash Balance Plan in CA (40 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (40 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 Navy Mutual Aid Association Employees' Retirement Plan assets move in 2023? ▼
Navy Mutual Aid Association Employees' Retirement Plan edged up modestly - up 3.7% during 2023, from $29M to $30M. Reported net income was $1M.
How have Navy Mutual Aid Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Navy Mutual Aid Association's sponsor-wide assets grew 15.0%, from $42M to $49M.
Where does Navy Mutual Aid Association Employees' Retirement Plan rank by assets among Form 5500 filers? ▼
Navy Mutual Aid Association Employees' Retirement Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Navy Mutual Aid Association Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Legacy Community Federal Credit Union Cash Balance Defined Benefit Plan and Trust in AL ($30M, 80 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Navy Mutual Aid Association Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Coho at Stanford University Cash Balance Plan in CA (40 participants, N/A 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 530116720.

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.