401(k) · DOL Form 5500 · 2023

National Philanthropic Trust 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
174
Participants Small participant base
68th
Percentile by assets National rank
$87,919
Avg per participant Below avg balance/head
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Official DOL plan name: Npt 401(k) Plan · Sponsored by National Philanthropic Trust · Pennsylvania · Other Services

$15M in assets, 174 participants

National Philanthropic Trust's Npt 401(k) Plan reported $15M in total assets and 174 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #6,437 in Other Services (7,857 peers)

Coverage in Pennsylvania

Npt 401(k) Plan covers 174 participants in Pennsylvania, about 21% of the average Pennsylvania filer (state average ~822 per filing). Assets: $15M.

#6,437
in Other Services (7,857 peers)
+42.4%
assets growth YoY

Npt 401(k) Plan's outsized position by total assets

Npt 401(k) Plan vs every filed plan by assets

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

$15,297,842 Top 32% higher than 68% 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

Npt 401(k) 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. Npt 401(k) Plan sits mid-pack in the medium band (174 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Npt 401(k) Plan reported net income rose from -$453K in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Npt 401(k) Plan reported participants rose from 119 in the plan year 2022 filing to 174 in the plan year 2023 filing.
  • Npt 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $15M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 237825575 · National Philanthropic Trust PY 2023 · 401(k)

Npt 401(k) Plan · $15M · 174 · 68th

  • PART $15M
  • PART 174
  • PART 68th
  • PART 401(k)
  • PART near Hci Systems, Inc. 401(k) Profit Sharing Plan
  • PART ind #6437

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 Other Services retirement plans → · Plans in Pennsylvania →

Npt 401(k) Plan in the asset neighbourhood

Npt 401(k) Plan$15MHci Systems, Inc. 401(k) Profit Sharing PlanHci Systems, Inc. 401(k) Pro…$15MVian Enterprises Inc 401(k) Profit Sharing Plan & TrustVian Enterprises Inc 401(k) …$15MCorneagen Retirement Plan$15MSolvay Bank Employees Savings and Protection PlanSolvay Bank Employees Saving…$15M
End-of-year total assets ($M) among Npt 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$15M
Net Income$5M
Employer EIN237825575
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Philanthropic Trust)

Sponsor-wide plan assets over time

All National Philanthropic Trust plans reported in each filing year

Latest sponsor-wide plan assets
$18M 64.50163930886976% vs 2022
2024 filing year
$10M$15M$20M 202220232024 $10.8M $17.7M ▲ +64.5%
Year Plans Participants Total Assets
2022 1 119 $11M
2023 1 174 $15M
2024 1 193 $18M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Npt 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Npt 401(k) Plan, Total assets ($B): 0.015297842 · Participants: 174Npt 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Npt 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Npt 401(k) Plan side-by-side with 3 peers →

Npt 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Hci Systems, Inc. 401(k) Profit Sharing Plan in CA ($15M); by covered participants it is John Mourier Construction Inc Profit Sharing Plan in CA (174 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (174 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 Npt 401(k) Plan assets move in 2023? ▼
Npt 401(k) Plan surged - up 42.4% during 2023, from $11M to $15M. Reported net income was $5M.
How have National Philanthropic Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Philanthropic Trust's sponsor-wide assets grew 64.5%, from $11M to $18M.
Which 401(k) plans are similar in size to Npt 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hci Systems, Inc. 401(k) Profit Sharing Plan in CA ($15M, 575 participants).
Which 401(k) plans cover a similar participant headcount to Npt 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is John Mourier Construction Inc Profit Sharing Plan in CA (174 participants, $24M 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 237825575.

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.