Profit Sharing · DOL Form 5500 · 2023
National Trust for Historic Preservation in the United States Profit Sharing Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 312
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $72,676
- Avg per participant Below avg balance/head
Official DOL plan name: National Trust for Historic Preservation in the US 403(b) Plan · Sponsored by National Trust for Historic Preservation in the United States · District of Columbia · Arts, Entertainment & Recreation
$23M in assets, 312 participants
National Trust for Historic Preservation in the United States's National Trust for Historic Preservation in the US 403(b) Plan reported $23M in total assets and 312 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.
- #2,492 in Arts, Entertainment & Recreation (2,945 peers)
Coverage in District of Columbia
National Trust for Historic Preservation in the US 403(b) Plan covers 312 participants in District of Columbia, about 21% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $23M.
- #2,492
- in Arts, Entertainment & Recreation (2,945 peers)
- +11.9%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
National Trust for Historic Preservation in the US 403(b) Plan's outsized position by total assets
National Trust for Historic Preservation in the US 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$22,674,781 Top 25% higher than 75% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
National Trust for Historic Preservation in the US 403(b) Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. National Trust for Historic Preservation in the US 403(b) Plan sits mid-pack in the medium band (312 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- National Trust for Historic Preservation in the US 403(b) Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- National Trust for Historic Preservation in the US 403(b) Plan reported participants rose from 269 in the plan year 2022 filing to 312 in the plan year 2023 filing.
- National Trust for Historic Preservation in the US 403(b) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $23M in the plan year 2023 filing.
DOL schedule card
Filing strip 530210807 · National Trust for Historic Preservation in the United States PY 2023 · Profit Sharing
National Trust for Historic Preservation in the US 403(b) Plan · $23M · 312 · 75th
- RANK $23M
- PHOTO 312
- IND 75th
- EOY Profit Sharing
- 5500 near Francis Realty Inc Profit Sharing Plan
- ASSETS ind #2492
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 Arts, Entertainment & Recreation retirement plans → · Plans in District of Columbia →
National Trust for Historic Preservation in the US 403(b) Plan in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $2M |
| Employer EIN | 530210807 |
| Plan Effective Date | 2007-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (National Trust for Historic Preservation in the United States)
Sponsor-wide plan assets over time
All National Trust for Historic Preservation in the United States plans reported in each filing year
- Latest sponsor-wide plan assets
- $46M 19.85552988607104% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 538 | $39M |
| 2023 | 2 | 624 | $43M |
| 2024 | 2 | 710 | $46M |
Nearby Profit Sharing Plans in District of Columbia
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- I.a.M. National 401(k) Plan $828M · 33,154
- Williams & Connolly LLP Profit Sharing Plan and Trust $255M · 682
- Arentfox Schiff Profit Sharing Plan $253M · 763
- Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst. $173M · 531
- The Medical Faculty Associates 401(a) Retirement Plan $114M · 1,042
National Trust for Historic Preservation in the US 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount
Outside District of Columbia, the nearest Profit Sharing by assets is Francis Realty Inc Profit Sharing Plan in CA ($23M); by covered participants it is Delta Projects, Inc. 403(b) Retirement Plan in MA (313 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- Francis Realty Inc Profit Sharing Plan (CA) $23M · 17
- Bac Local 5 New York Annuity Plan (NY) $23M · 1,438
- Composition Roofers #4 Annuity Fund (NJ) $23M · 141
- Hubbell Caribe, Inc. Employees' Retirement Plan (CT) $23M · 654
Similar participant headcount
Nearest other-state filings by covered participants (312 participants); asset peers above are excluded.
- Delta Projects, Inc. 403(b) Retirement Plan (MA) 313 · 1 off
- Gpac, LLC 401(k) Plan (SD) 313 · 1 off
- Virginia Cancer Specialists, P.C. Profit Sharing Plan (VA) 311 · 1 off
- Cmha 403(b) Plan (CT) 313 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.