Other · DOL Form 5500 · 2023
National Foundation for the Cdc, Inc. Retirement Plan
Data updated 2026-08-25
- $56M
- Total assets Below avg plan size
- 1,493
- Participants Near avg headcount
- 87th
- Percentile by assets National rank
- $37,756
- Avg per participant Low balance/head
Official DOL plan name: Nat'l Foundation for the Centers for Disease Control/Prevention Inc Defined Contribution Retirement Plan · Sponsored by National Foundation for the Cdc, Inc. · Georgia · Other Services
$56M in assets, 1,493 participants
National Foundation for the Cdc, Inc.'s Nat'l Foundation for the Centers for Disease Control/Prevention Inc Defined Contribution Retirement Plan reported $56M in total assets and 1,493 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.
- #7,402 in Other Services (7,857 peers)
Where Nat'l Foundation for the Centers for Disease Control/Prevention Inc Defined Contribution Retirement Plan sits by assets
Nat'l Foundation for the Centers for Disease Control/Prevention Inc Defined Contribution Retirement Plan sits in the top quartile of all filed plans by assets, $56M for 1,493 participants (~$37,756/participant), up 30.6% in 2023.
- #7,402
- in Other Services (7,857 peers)
- +30.6%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Nat'l Foundation for the Centers for Disease Control/Prevention Inc Defined Contribution Retirement Plan's outsized position by total assets
Nat'l Foundation for the Centers for Disease Control/Prevention Inc Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$56,369,128 Top 13% higher than 87% 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
Nat'l Foundation for the Centers for Disease Control/Prevention Inc Defined Contribution Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nat'l Foundation for the Centers for Disease Control/Prevention Inc Defined Contribution Retirement Plan lands in the large band (1,493 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Nat'l Foundation for the Centers for Disease Control/Prevention Inc Defined Contribution Retirement Plan end-of-year assets rose from $43M in the plan year 2022 filing to $56M in the plan year 2023 filing.
- Nat'l Foundation for the Centers for Disease Control/Prevention Inc Defined Contribution Retirement Plan reported net income fell from $18M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- Nat'l Foundation for the Centers for Disease Control/Prevention Inc Defined Contribution Retirement Plan reported participants fell from 1,946 in the plan year 2022 filing to 1,493 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 582106707 · National Foundation for the Cdc, Inc. PY 2023 · Other
Nat'l Foundation for the Centers for Disease Control/Prevention Inc Defined Contribution Retirement Plan · $56M · 1,493 · 87th
- PART $56M
- TYPE 1,493
- NET 87th
- BOOK Other
- VS-ST near The American Bible Society Section 403(b) Savings & Retirement Plan
- BOY ind #7402
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 Georgia →
Nat'l Foundation for the Centers for Disease Control/Prevention Inc Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $43M |
|---|---|
| Net Assets (End of Year) | $56M |
| Net Income | $13M |
| Employer EIN | 582106707 |
| Plan Effective Date | 1995-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (National Foundation for the Cdc, Inc.)
Sponsor-wide plan assets over time
All National Foundation for the Cdc, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $68M 57.65913254993899% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,946 | $43M |
| 2023 | 1 | 1,493 | $56M |
| 2024 | 1 | 1,200 | $68M |
Nearby Other Plans in Georgia
Peer Other plans, same state, same plan type, ranked by total assets.
- Wellstar Health System, Inc. Supplemental Retirement Savings Plan $2.1B · 24,573
- Northside Hospital 403(b) Retirement Plan $1.5B · 26,208
- Childrens Healthcare of Atlanta Inc Share Plan $1.3B · 13,019
- IBEW Local 613 Defined Contribution Pension Plan $671M · 4,358
- Mercer University Defined Contribution Retirement Plan $514M · 1,898
Nat'l Foundation for the Centers for Disease Control/Prevention Inc Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Georgia, the nearest Other by assets is The American Bible Society Section 403(b) Savings & Retirement Plan in PA ($56M); by covered participants it is Suffolk University Employee Retirement Plan in MA (1,492 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($56M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,493 participants); asset peers above are excluded.
- Suffolk University Employee Retirement Plan (MA) 1,492 · 1 off
- The 403(b) Thrift Plan of St. Alexius Medical Center and Garrison Memorial Hospital (ND) 1,491 · 2 off
- Aspire Employees' Retirement Plan (NY) 1,496 · 3 off
- Bucknell University Defined Contribution Retirement Plan (PA) 1,487 · 6 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.