401(k) · DOL Form 5500 · 2023
National Rural Electric Cooperative Association 401(k) Plan
Data updated 2026-08-25
- $15.0B
- Total assets Mega-plan scale
- 62,467
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $239,785
- Avg per participant Above avg balance/head
Official DOL plan name: 401(k) Pension Plan · Sponsored by National Rural Electric Cooperative Association · Virginia · Utilities
$15.0B in assets, 62,467 participants
National Rural Electric Cooperative Association's 401(k) Pension Plan reported $15.0B in total assets and 62,467 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.
- #717 in Utilities (721 peers)
Coverage in Virginia
401(k) Pension Plan covers 62,467 participants in Virginia, 80x the typical Virginia plan (state average ~782 per filing). Assets: $15.0B.
- #717
- in Utilities (721 peers)
- +15.5%
- assets growth YoY
- 150×
- vs typical plan assets (national mean)
401(k) Pension Plan's outsized position by total assets
401(k) Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$14,978,676,240 Highest reported value at or above every one 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
401(k) Pension Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 401(k) Pension Plan is a mega filing (62,467 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 401(k) Pension Plan reported net income rose from -$2.4B in the plan year 2022 filing to $2.0B in the plan year 2023 filing.
- 401(k) Pension Plan end-of-year assets rose from $13.0B in the plan year 2022 filing to $15.0B in the plan year 2023 filing.
- 401(k) Pension Plan reported participants rose from 61,481 in the plan year 2022 filing to 62,467 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 530116145 · National Rural Electric Cooperative Association PY 2023 · 401(k)
401(k) Pension Plan · $15.0B · 62,467 · 100th
- EIN $15.0B
- EIN 62,467
- EIN 100th
- EIN 401(k)
- EIN near American Airlines, Inc. 401(k) Plan
- EIN ind #717
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 Utilities retirement plans → · Plans in Virginia →
401(k) Pension Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $13.0B |
|---|---|
| Net Assets (End of Year) | $14.9B |
| Net Income | $2.0B |
| Employer EIN | 530116145 |
| Plan Effective Date | 1967-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (National Rural Electric Cooperative Association)
Sponsor-wide plan assets over time
All National Rural Electric Cooperative Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $28.3B 26.676422092894203% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 116,012 | $22.4B |
| 2023 | 2 | 116,638 | $25.2B |
| 2024 | 2 | 119,502 | $28.3B |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $36.2B · 97,987
- General Dynamics Corporation 401(k) Plan 6.0 $11.2B · 48,860
- Leidos, Inc. Retirement Plan $10.6B · 27,043
- Bae Systems Employees' Savings and Investment Plan $9.4B · 31,681
- Booz Allen Hamilton Inc. Employees' Capital Accumulation Plan $8.0B · 32,015
Scale composition for 401(k) Pension Plan
401(k) Pension Plan reports $15.0B in end-of-year assets across 62,467 participants (0.12% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.067% of 93,925,755 covered participants) - about $239,785 per participant (1.7x the national average assets-per-participant) . Net income for plan year 2023 was $2.0B.
This plan identity (EIN 530116145, plan #444) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $13.0B to $16.8B (+29.8%) while covered participants moved from 61,481 to 62,869 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 61,481 | $13.0B | Open filing |
| 2023 | 62,467 | $15.0B | This page |
| 2024 · index core | 62,869 | $16.8B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- 401(k) Pension Plan (401(k), $16.8B, 62,869 participants)
- Retirement Security Plan (Defined Benefit (Pension), $11.5B, 56,633 participants)
401(k) Pension Plan's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is American Airlines, Inc. 401(k) Plan in TX ($14.7B); by covered participants it is Chs/Community Health Systems, Inc. Retirement Savings Plan in TN (62,487 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15.0B here).
- American Airlines, Inc. 401(k) Plan (TX) $14.7B · 88,792
- L3harris Retirement Savings Plan (FL) $15.4B · 40,665
- Honeywell 401(k) Plan (NC) $15.4B · 40,004
- Abbott Laboratories Stock Retirement Plan (IL) $14.5B · 38,012
Similar participant headcount
Nearest other-state filings by covered participants (62,467 participants); asset peers above are excluded.
- Chs/Community Health Systems, Inc. Retirement Savings Plan (TN) 62,487 · 20 off
- Fidelity Retirement Savings Plan (MA) 62,289 · 178 off
- Universal Health Services, Inc. Retirement Savings Plan (PA) 62,716 · 249 off
- Circle K Retirement Plan (AZ) 62,049 · 418 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.