Other · DOL Form 5500 · 2023

National Capital Treatment and Recovery Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
141
Participants Small participant base
50th
Percentile by assets National rank
$47,615
Avg per participant Low balance/head
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Official DOL plan name: National Capital Treatment and Recovery 403(b) Plan · Sponsored by National Capital Treatment and Recovery · Virginia · Healthcare & Social Assistance

$7M in assets, 141 participants

National Capital Treatment and Recovery's National Capital Treatment and Recovery 403(b) Plan reported $7M in total assets and 141 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,807 in Healthcare & Social Assistance (17,684 peers)

Coverage in Virginia

National Capital Treatment and Recovery 403(b) Plan covers 141 participants in Virginia, about 18% of the average Virginia filer (state average ~782 per filing). Assets: $7M.

#9,807
in Healthcare & Social Assistance (17,684 peers)
+31.5%
assets growth YoY

National Capital Treatment and Recovery 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

National Capital Treatment and Recovery 403(b) Plan vs every filed plan by assets

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

$6,713,759 Top 50% higher than 50% 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

National Capital Treatment and Recovery 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. National Capital Treatment and Recovery 403(b) Plan sits mid-pack in the medium band (141 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • National Capital Treatment and Recovery 403(b) Plan reported net income rose from -$13K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • National Capital Treatment and Recovery 403(b) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • National Capital Treatment and Recovery 403(b) Plan reported participants rose from 131 in the plan year 2022 filing to 141 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 540805530 · National Capital Treatment and Recovery PY 2023 · Other

National Capital Treatment and Recovery 403(b) Plan · $7M · 141 · 50th

  • ASSETS $7M
  • ASSETS 141
  • ASSETS 50th
  • ASSETS Other
  • ASSETS near Jackson Christian School 403(b) DC Plan
  • ASSETS ind #9807

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 Healthcare & Social Assistance retirement plans → · Plans in Virginia →

National Capital Treatment and Recovery 403(b) Plan in the asset neighbourhood

Cape Abilities, Inc. 403(b) Defined Contribution/Tax Sheltered Annuity PlanCape Abilities, Inc. 403(b) …$7MNational Capital Treatment and Recovery 403(b) PlanNational Capital Treatment a…$7MJackson Christian School 403(b) DC PlanJackson Christian School 403…$7MSelf-Help, Inc. Tax Sheltered Annuity PlanSelf-Help, Inc. Tax Sheltere…$7MThird Street Family Health Services Retirement PlanThird Street Family Health S…$7M
End-of-year total assets ($M) among National Capital Treatment and Recovery 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN540805530
Plan Effective Date2019-12-09
Filing StatusFILING RECEIVED

Sponsor Plan History (National Capital Treatment and Recovery)

Sponsor-wide plan assets over time

All National Capital Treatment and Recovery plans reported in each filing year

Latest sponsor-wide plan assets
$8M 62.62434534586486% vs 2022
2024 filing year
$4M$5M$6M$7M$8M$9M 202220232024 $5.1M $8.3M ▲ +62.7%
Year Plans Participants Total Assets
2022 1 131 $5M
2023 1 141 $7M
2024 1 135 $8M

Nearby Other Plans in Virginia

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

National Capital Treatment and Recovery 403(b) Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants National Capital Treatment and Recovery 403(b) Plan, Total assets ($B): 0.006713759 · Participants: 141National Capital Treatment and Recovery 403(b) PlanSentara 403(b) Savings Plan, Total assets ($B): 3.287712192 · Participants: 25806Sentara 403(b) Savings PlanThe George Washington University Supplemental Retirement Plan, Total assets ($B): 1.530650403 · Participants: 8047The George Washington University Supplemental Retirement PlanInstitute for Defense Analyses Tax Deferred Annuity Plan, Total assets ($B): 0.801043955 · Participants: 1453Institute for Defense Analyses Tax Deferred Annuity PlanCarilion Clinic 403(b) Retirement Savings Plan, Total assets ($B): 0.722085709 · Participants: 12978Carilion Clinic 403(b) Retirement Savings PlanCentra Health Matching Tax Deferred Savings Plan, Total assets ($B): 0.669994115 · Participants: 7141Centra Health Matching Tax Deferred Savings Plan
National Capital Treatment and Recovery 403(b) Plan vs. nearby Other plans in Virginia, assets vs. participants
Compare National Capital Treatment and Recovery 403(b) Plan side-by-side with 3 peers →

National Capital Treatment and Recovery 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is Jackson Christian School 403(b) DC Plan in TN ($7M); by covered participants it is Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan in CT (141 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (141 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 National Capital Treatment and Recovery 403(b) Plan assets move in 2023? ▼
National Capital Treatment and Recovery 403(b) Plan surged - up 31.5% during 2023, from $5M to $7M. Reported net income was $2M.
How have National Capital Treatment and Recovery plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Capital Treatment and Recovery's sponsor-wide assets grew 62.6%, from $5M to $8M.
Which Other plans are similar in size to National Capital Treatment and Recovery 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Jackson Christian School 403(b) DC Plan in TN ($7M, 199 participants).
Which Other plans cover a similar participant headcount to National Capital Treatment and Recovery 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan in CT (141 participants, $118M 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 540805530.

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.