Profit Sharing · DOL Form 5500 · 2023

Naacp Legal Defense & Educational Fund, Inc. Profit Sharing Plan

Data updated 2026-08-11

$17M
Total assets
181
Participants
70th
Percentile by assets
$93,388
Avg per participant
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Official DOL plan name: Naacp Legal Defense & Educational Fund, Inc. 403(b) Plan · Sponsored by Naacp Legal Defense & Educational Fund, Inc. · New York · Educational Services

$17M in assets, 181 participants

Naacp Legal Defense & Educational Fund, Inc.'s Naacp Legal Defense & Educational Fund, Inc. 403(b) Plan reported $17M in total assets and 181 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • 70th percentile by assets (of 127,072 plans)
  • #1,945 in Educational Services (3,735 peers)

Coverage in New York

Naacp Legal Defense & Educational Fund, Inc. 403(b) Plan covers 181 participants in New York, about 23% of the average New York filer (state average ~798 per filing). Assets: $17M.

$17M
total plan assets (2023 EOY)
181
covered participants
70th
percentile by assets (of 127,072 plans)
$93,388
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Naacp Legal Defense & Educational Fund, Inc. 403(b) Plan reported net income rose from $199K in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Naacp Legal Defense & Educational Fund, Inc. 403(b) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Naacp Legal Defense & Educational Fund, Inc. 403(b) Plan reported participants rose from 161 in the plan year 2022 filing to 181 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Naacp Legal Defense & Educational Fund, Inc. 403(b) Plan reports 181 participants - about 23% of that state average ($17M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$17M
Net Income$5M
Employer EIN131655255
Plan Effective Date1984-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Naacp Legal Defense & Educational Fund, Inc.)

$10M$15M$20M$25M 202220232024 $12.1M $21.6M ▲ +79.0%
Total plan assets by year, all Naacp Legal Defense & Educational Fund, Inc. plans on file
Year Plans Participants Total Assets
2022 1 161 $12M
2023 1 181 $17M
2024 1 200 $22M

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Naacp Legal Defense & Educational Fund, Inc. 403(b) Plan vs. nearby Profit Sharing plans in New York, assets vs. participants

Naacp Legal Defense & Educational Fund, Inc. 403(b) Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Naacp Legal Defense …Annuity Plan of the …Annuity Fund Iuoe Lo…Annuity Fd of the Iu…The Research Foundat…Mason Tenders Distri…
Naacp Legal Defense & Educational Fund, Inc. 403(b) Plan vs. nearby Profit Sharing plans in New York, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Naacp Legal Defense & Educational Fund, Inc. 403(b) Plan by total assets, not by location.

Frequently Asked Questions

How did Naacp Legal Defense & Educational Fund, Inc. 403(b) Plan assets move in 2023?
Naacp Legal Defense & Educational Fund, Inc. 403(b) Plan surged - up 40.0% during 2023, from $12M to $17M. Reported net income was $5M.
How have Naacp Legal Defense & Educational Fund, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Naacp Legal Defense & Educational Fund, Inc.'s sponsor-wide assets grew 78.9%, from $12M to $22M.
Which Profit Sharing plans are similar in size to Naacp Legal Defense & Educational Fund, Inc. 403(b) Plan?
Among Profit Sharing plans in other states, the closest by assets is IBEW Local 688 Retirement Fund in OH ($17M, 183 participants).

Next read for Naacp Legal Defense & Educational Fund, …

Filing takeaways

Ways to act on Naacp Legal Defense & Educational Fund, Inc. 403(b) Plan's numbers.

  • By total assets, Naacp Legal Defense & Educational Fund, Inc. 403(b) Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
  • Naacp Legal Defense & Educational Fund, Inc.'s sponsor-wide assets have grown 78.9% since 2022 across 3 plan years on file. More Educational Services plans