Profit Sharing · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$17M
Total assets Small plan by assets
181
Participants Below avg headcount
70th
Percentile by assets National rank
$93,388
Avg per participant Below avg balance/head
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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.

  • #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.

#1,945
in Educational Services (3,735 peers)
+40.0%
assets growth YoY

Naacp Legal Defense & Educational Fund, Inc. 403(b) Plan's outsized position by total assets

Naacp Legal Defense & Educational Fund, Inc. 403(b) Plan vs every filed plan by assets

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

$16,903,182 Top 30% higher than 70% 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

Naacp Legal Defense & Educational Fund, Inc. 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. Naacp Legal Defense & Educational Fund, Inc. 403(b) Plan sits mid-pack in the medium band (181 participants).

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 →

Plan-year Form 5500 strip

Filing strip 131655255 · Naacp Legal Defense & Educational Fund, Inc. PY 2023 · Profit Sharing

Naacp Legal Defense & Educational Fund, Inc. 403(b) Plan · $17M · 181 · 70th

  • BOY $17M
  • SCH 181
  • EBSA 70th
  • PART Profit Sharing
  • TYPE near IBEW Local 688 Retirement Fund
  • NET ind #1945

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 Educational Services retirement plans → · Plans in New York →

Naacp Legal Defense & Educational Fund, Inc. 403(b) Plan in the asset neighbourhood

Nebco, Inc. Salaried Profit Sharing PlanNebco, Inc. Salaried Profit …$17MNaacp Legal Defense & Educational Fund, Inc. 403(b) PlanNaacp Legal Defense & Educat…$17MIBEW Local 688 Retirement FundIBEW Local 688 Retirement Fu…$17MBedford Nugent Corp. Employees Profit Sharing PlanBedford Nugent Corp. Employe…$17MGerman, Vreeland & Associates, LLP Basic Profit Sharing Pension PlanGerman, Vreeland & Associate…$17M
End-of-year total assets ($M) among Naacp Legal Defense & Educational Fund, Inc. 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

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.)

Sponsor-wide plan assets over time

All Naacp Legal Defense & Educational Fund, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 78.94857793295245% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $12.1M $21.6M ▲ +79.0%
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 Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Naacp Legal Defense & Educational Fund, Inc. 403(b) Plan, Total assets ($B): 0.016903182 · Participants: 181Naacp Legal Defense & Educational Fund, Inc. 403(b) PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.912972009 · Participants: 11237Mason Tenders District Council Annuity Fund
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's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is IBEW Local 688 Retirement Fund in OH ($17M); by covered participants it is Semper Fi & America's Fund ERISA 403(b) Plan in VA (181 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (181 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 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).
Which Profit Sharing plans cover a similar participant headcount to Naacp Legal Defense & Educational Fund, Inc. 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Semper Fi & America's Fund ERISA 403(b) Plan in VA (181 participants, $4M in assets).