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

NAVY-MARINE CORPS RELIEF SOCIETY EMPLOYEES' PENSION PLAN

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

NAVY-MARINE CORPS RELIEF SOCIETY - NMCRS

This Defined Benefit (Pension) plan holds $50M in total assets and serves 53 participants as of 2023. It is sponsored by NAVY-MARINE CORPS RELIEF SOCIETY - NMCRS in Virginia. The plan reported positive net income of $4M for the year.

Total Assets (2023)
$50M
Participants
53
State
Industry
Other Services

What the Filing Says About NAVY-MARINE CORPS RELIEF SOCIETY EMPLOYEES' PENSION PLAN

NAVY-MARINE CORPS RELIEF SOCIETY EMPLOYEES' PENSION PLAN is a Defined Benefit (Pension) retirement plan sponsored by NAVY-MARINE CORPS RELIEF SOCIETY - NMCRS, headquartered in Virginia. As of the 2023 Form 5500 filing, the plan reports $50M in total end-of-year assets and covers 53 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 530204618, and the plan has been effective since 1947-03-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $46M at the beginning of 2023 to $50M at year-end — a gain of 7.8%. Net assets (after liabilities) closed the year at $50M, with reported net income of $4M 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)$46M
Total Assets (End of Year)$50M
Net Assets (End of Year)$50M
Net Income$4M
Plan TypeDefined Benefit (Pension)
Employer EIN530204618
Plan Effective Date1947-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (NAVY-MARINE CORPS RELIEF SOCIETY - NMCRS)

Year Plans Participants Total Assets
2022 2 231 $52M
2023 2 218 $60M
2024 2 219 $65M

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 NAVY-MARINE CORPS RELIEF SOCIETY EMPLOYEES' PENSION PLAN?
As of the 2023 Form 5500 filing, NAVY-MARINE CORPS RELIEF SOCIETY EMPLOYEES' PENSION PLAN holds $50M in total assets with 53 participants. It is sponsored by NAVY-MARINE CORPS RELIEF SOCIETY - NMCRS.
What type of plan is NAVY-MARINE CORPS RELIEF SOCIETY EMPLOYEES' PENSION PLAN?
NAVY-MARINE CORPS RELIEF SOCIETY EMPLOYEES' PENSION PLAN is a Defined Benefit (Pension) plan. It has been effective since 1947-03-01. The plan is filed with the U.S. Department of Labor under EIN 530204618.
Who sponsors the NAVY-MARINE CORPS RELIEF SOCIETY EMPLOYEES' PENSION PLAN?
NAVY-MARINE CORPS RELIEF SOCIETY EMPLOYEES' PENSION PLAN is sponsored by NAVY-MARINE CORPS RELIEF SOCIETY - NMCRS, located in Virginia. The sponsor's EIN is 530204618 and the plan operates in the Other Services industry.
How did NAVY-MARINE CORPS RELIEF SOCIETY EMPLOYEES' PENSION PLAN perform in 2023?
NAVY-MARINE CORPS RELIEF SOCIETY EMPLOYEES' PENSION PLAN grew by 7.8% during 2023, moving from $46M to $50M in total assets. Net income was $4M.
Where can I find official filings for NAVY-MARINE CORPS RELIEF SOCIETY EMPLOYEES' PENSION PLAN?
Official Form 5500 filings for NAVY-MARINE CORPS RELIEF SOCIETY EMPLOYEES' PENSION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 530204618 or plan name at efast.dol.gov.
How does NAVY-MARINE CORPS RELIEF SOCIETY EMPLOYEES' PENSION PLAN compare to other plans?
You can compare NAVY-MARINE CORPS RELIEF SOCIETY EMPLOYEES' 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.

Explore PlainRetire

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 530204618.

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.