Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

Retirement System of the American National Red Cross

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by The American National Red Cross · District of Columbia · Healthcare & Social Assistance

What the 2023 filing shows

Retirement System of the American National Red Cross holds $1.1B for 4,531 participants — about $247,021 per participant, down 8.0% over the 2023 plan year.

$1.1B
total plan assets (2023 EOY)
4,531
covered participants
$247,021
avg assets per participant
-8.0%
assets change YoY

The plan reported a net loss of $78M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$1.1B
Participants
4,531
Industry
Healthcare & Social Assistance

What the Filing Says About Retirement System of the American National Red Cross

Retirement System of the American National Red Cross is a Defined Benefit (Pension) retirement plan sponsored by The American National Red Cross, headquartered in District of Columbia. As of the 2023 Form 5500 filing, the plan reports $1.1B in total end-of-year assets and covers 4,531 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 530196605, and the plan has been effective since 1936-05-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $1.2B at the beginning of 2023 to $1.1B at year-end — a decline of 8.0%. Net assets (after liabilities) closed the year at $1.1B, with reported net income of $-77,982,898 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$1.2B
Total Assets (End of Year)$1.1B
Net Assets (End of Year)$1.1B
Net Income$-77,982,898
Plan TypeDefined Benefit (Pension)
Employer EIN530196605
Plan Effective Date1936-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The American National Red Cross)

Year Plans Participants Total Assets
2022 2 21,938 $2.5B
2023 2 21,853 $2.7B
2024 1 17,898 $1.7B

Nearby Defined Benefit (Pension) Plans in District of Columbia

Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Retirement System of the American National Red Cross?
As of the 2023 Form 5500 filing, Retirement System of the American National Red Cross holds $1.1B in total assets with 4,531 participants. It is sponsored by The American National Red Cross.
What type of plan is Retirement System of the American National Red Cross?
Retirement System of the American National Red Cross is a Defined Benefit (Pension) plan. It has been effective since 1936-05-01. The plan is filed with the U.S. Department of Labor under EIN 530196605.
Who sponsors the Retirement System of the American National Red Cross?
Retirement System of the American National Red Cross is sponsored by The American National Red Cross, located in District of Columbia. The sponsor's EIN is 530196605 and the plan operates in the Healthcare & Social Assistance industry.
How did Retirement System of the American National Red Cross perform in 2023?
Retirement System of the American National Red Cross declined by 8.0% during 2023, moving from $1.2B to $1.1B in total assets. Net income was $-77,982,898.
Where can I find official filings for Retirement System of the American National Red Cross?
Official Form 5500 filings for Retirement System of the American National Red Cross are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 530196605 or plan name at efast.dol.gov.
How does Retirement System of the American National Red Cross compare to other plans?
You can compare Retirement System of the American National Red Cross against other Defined Benefit (Pension) plans on the plan type page, or view plans in District of Columbia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 530196605.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.