Other · DOL Form 5500 · 2023

National Audubon Society Inc Retirement Plan

Data updated 2026-08-25

$119M
Total assets Near avg plan size
711
Participants Below avg headcount
92nd
Percentile by assets National rank
$167,523
Avg per participant Above avg balance/head
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Official DOL plan name: National Audubon Society Tax Deferred Annuity Plan · Sponsored by National Audubon Society Inc · New York · Other Services

$119M in assets, 711 participants

National Audubon Society Inc's National Audubon Society Tax Deferred Annuity Plan reported $119M in total assets and 711 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #7,652 in Other Services (7,857 peers)

Where National Audubon Society Tax Deferred Annuity Plan sits by assets

National Audubon Society Tax Deferred Annuity Plan sits in the top 10% of all filed plans by assets, $119M for 711 participants (~$167,523/participant), up 21.7% in 2023.

#7,652
in Other Services (7,857 peers)
+21.7%
assets growth YoY
1.2×
vs typical plan assets (national mean)

National Audubon Society Tax Deferred Annuity Plan's outsized position by total assets

National Audubon Society Tax Deferred Annuity Plan vs every filed plan by assets

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

$119,108,730 Top 8% higher than 92% 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 Audubon Society Tax Deferred Annuity 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 Audubon Society Tax Deferred Annuity Plan sits mid-pack in the medium band (711 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • National Audubon Society Tax Deferred Annuity Plan reported net income rose from -$19M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • National Audubon Society Tax Deferred Annuity Plan end-of-year assets rose from $98M in the plan year 2022 filing to $119M in the plan year 2023 filing.
  • National Audubon Society Tax Deferred Annuity Plan reported participants rose from 697 in the plan year 2022 filing to 711 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 131624102 · National Audubon Society Inc PY 2023 · Other

National Audubon Society Tax Deferred Annuity Plan · $119M · 711 · 92nd

  • ASSETS $119M
  • ASSETS 711
  • ASSETS 92nd
  • ASSETS Other
  • ASSETS near Drummond Company, Inc. Savings Plan for Salaried Employees
  • ASSETS ind #7652

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 New York →

National Audubon Society Tax Deferred Annuity Plan in the asset neighbourhood

Sourceamerica Tax Deferred Annuity PlanSourceamerica Tax Deferred A…$119MDrummond Company, Inc. Savings Plan for Salaried EmployeesDrummond Company, Inc. Savin…$119MNational Audubon Society Tax Deferred Annuity PlanNational Audubon Society Tax…$119MRegional Enterprises, Inc. 403(b) PlanRegional Enterprises, Inc. 4…$119M403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania403(b) Thrift Plan for Conco…$119M
End-of-year total assets ($M) among National Audubon Society Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$98M
Net Assets (End of Year)$119M
Net Income$21M
Employer EIN131624102
Plan Effective Date1990-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Audubon Society Inc)

Sponsor-wide plan assets over time

All National Audubon Society Inc plans reported in each filing year

Latest sponsor-wide plan assets
$148M 37.93810210055956% vs 2022
2024 filing year
$100M$120M$140M$160M 202220232024 $108M $148M ▲ +37.9%
Year Plans Participants Total Assets
2022 2 770 $108M
2023 2 779 $129M
2024 2 816 $148M

Nearby Other Plans in New York

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

National Audubon Society Tax Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants National Audubon Society Tax Deferred Annuity Plan, Total assets ($B): 0.11910873 · Participants: 711National Audubon Society Tax Deferred Annuity PlanNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
National Audubon Society Tax Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants
Compare National Audubon Society Tax Deferred Annuity Plan side-by-side with 3 peers →

National Audubon Society Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Drummond Company, Inc. Savings Plan for Salaried Employees in AL ($119M); by covered participants it is The Kennedy Center, Inc. 403(b) Retirement Plan in CT (712 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (711 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 Audubon Society Tax Deferred Annuity Plan assets move in 2023? ▼
National Audubon Society Tax Deferred Annuity Plan grew sharply - up 21.7% during 2023, from $98M to $119M. Reported net income was $21M.
How have National Audubon Society Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Audubon Society Inc's sponsor-wide assets grew 37.9%, from $108M to $148M.
Where does National Audubon Society Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
National Audubon Society Tax Deferred Annuity Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to National Audubon Society Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Drummond Company, Inc. Savings Plan for Salaried Employees in AL ($119M, 451 participants).
Which Other plans cover a similar participant headcount to National Audubon Society Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is The Kennedy Center, Inc. 403(b) Retirement Plan in CT (712 participants, $2M 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 131624102.

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.