Defined Benefit (Pension) · DOL Form 5500 · 2023
The National Education Association Pension Plan
Data updated 2026-08-11
- $881M
- Total assets
- 969
- Participants
- 98th
- Percentile by assets
- $909,310
- Avg per participant
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.
- 98th percentile by assets (of 127,072 plans)
- #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.
- $881M
- total plan assets (2023 EOY)
- 969
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $909,310
- avg assets per participant
Where Employees' Retirement Plan of the National Education Association sits 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
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.
Employees' Retirement Plan of the National Education Association vs the 2023 asset distribution
By assets, Employees' Retirement Plan of the National Education Association outranks 98% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 8.8x the national average plan size of $100M (721 average participants).
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)
| 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.
Employees' Retirement Plan of the National Education Association vs. nearby Defined Benefit (Pension) plans in District of Columbia, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Employees' Retirement Plan of the National Education Association by total assets, not by location.
- 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
Frequently Asked Questions
How did Employees' Retirement Plan of the National Education Association assets move in 2023? ▼
How have The National Education Association plan assets changed over time? ▼
Where does Employees' Retirement Plan of the National Education Association rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Employees' Retirement Plan of the National Education Association? ▼
Next read for Employees' Retirement Plan of the Nation…
Scale reading
Ways to act on Employees' Retirement Plan of the National Education Association's numbers.
- By total assets, Employees' Retirement Plan of the National Education Association ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in District of Columbia. Compare plans
- The National Education Association's sponsor-wide assets have grown 9.8% since 2022 across 3 plan years on file. More Other Services plans