Defined Benefit (Pension) · DOL Form 5500 · 2023
The National Education Association Pension Plan
Data updated 2026-08-25
- $881M
- Total assets Above avg plan size
- 969
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $909,310
- Avg per participant High balance/head
Official DOL plan name: Employees' Retirement Plan of the National Education Association · Sponsored by The National Education Association · District of Columbia · Other Services
$881M in assets, 969 participants
The National Education Association's Employees' Retirement Plan of the National Education Association reported $881M in total assets and 969 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #7,833 in Other Services (7,857 peers)
Where Employees' Retirement Plan of the National Education Association sits by assets
Employees' Retirement Plan of the National Education Association sits in the top 5% of all filed plans by assets, $881M for 969 participants (~$909,310/participant), up 4.3% in 2023.
- #7,833
- in Other Services (7,857 peers)
- +4.3%
- assets growth YoY
- 8.8×
- vs typical plan assets (national mean)
Employees' Retirement Plan of the National Education Association's outsized position by total assets
Employees' Retirement Plan of the National Education Association vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$881,121,425 Top 2% higher than 98% 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
Employees' Retirement Plan of the National Education Association 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. Employees' Retirement Plan of the National Education Association sits mid-pack in the medium band (969 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Employees' Retirement Plan of the National Education Association reported net income rose from -$167M in the plan year 2022 filing to $51M in the plan year 2023 filing.
- Employees' Retirement Plan of the National Education Association end-of-year assets rose from $845M in the plan year 2022 filing to $881M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 530115260 · The National Education Association PY 2023 · Defined Benefit (Pension)
Employees' Retirement Plan of the National Education Association · $881M · 969 · 98th
- BOOK $881M
- BOOK 969
- BOOK 98th
- BOOK Defined Benefit (Pension)
- BOOK near Ameriprise Financial Retirement Plan
- BOOK ind #7833
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 District of Columbia →
Employees' Retirement Plan of the National Education Association in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $845M |
|---|---|
| Net Assets (End of Year) | $868M |
| Net Income | $51M |
| Employer EIN | 530115260 |
| Plan Effective Date | 1959-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The National Education Association)
Sponsor-wide plan assets over time
All The National Education Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.2B 9.774366981065484% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,411 | $1.1B |
| 2023 | 2 | 1,406 | $1.1B |
| 2024 | 2 | 1,435 | $1.2B |
Nearby Defined Benefit (Pension) Plans in District of Columbia
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central Pension Fund of the Iuoe & Participating Employers $24.9B · 100,627
- Iam National Pension Fund $14.3B · 92,151
- United Mine Workers of America 1974 Pension Plan $3.5B · 52
- Danaher Corporation & Subsidiaries Pension Plan $1.9B · 3,354
- Liuna Staff and Affiliates Pension Fund $1.8B · 3,533
Employees' Retirement Plan of the National Education Association's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside District of Columbia, the nearest Defined Benefit (Pension) by assets is Ameriprise Financial Retirement Plan in MN ($881M); by covered participants it is Metal Lathers Local 46 Pension Fund in NY (968 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($881M here).
- Ameriprise Financial Retirement Plan (MN) $881M · 5,231
- Ufcw Local 1500 Pension Plan (NY) $880M · 3,752
- Laborers District Council of W PA Pension Fund (PA) $883M · 7,100
- Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund (CA) $884M · 11,230
Similar participant headcount
Nearest other-state filings by covered participants (969 participants); asset peers above are excluded.
- Metal Lathers Local 46 Pension Fund (NY) 968 · 1 off
- Electrician's Retirement Fund (NY) 968 · 1 off
- Dynegy Pension Plan (TX) 967 · 2 off
- American Maritime Officers Pension Plan (FL) 967 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.