Money Purchase · DOL Form 5500 · 2023

Ocean Conservancy, Inc. Money Purchase Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
130
Participants Small participant base
63rd
Percentile by assets National rank
$93,103
Avg per participant Below avg balance/head
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Official DOL plan name: Ocean Conservancy 401(a) DC Plan · Sponsored by Ocean Conservancy, Inc. · District of Columbia · Other Services

$12M in assets, 130 participants

Ocean Conservancy, Inc.'s Ocean Conservancy 401(a) DC Plan reported $12M in total assets and 130 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #6,215 in Other Services (7,857 peers)

Coverage in District of Columbia

Ocean Conservancy 401(a) DC Plan covers 130 participants in District of Columbia, about 9% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $12M.

#6,215
in Other Services (7,857 peers)
+20.2%
assets growth YoY

Ocean Conservancy 401(a) DC Plan's mid-pack asset rank among Other Services and all filers

Ocean Conservancy 401(a) DC Plan vs every filed plan by assets

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

$12,103,364 Top 37% higher than 63% 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

Ocean Conservancy 401(a) DC 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. Ocean Conservancy 401(a) DC Plan sits mid-pack in the medium band (130 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ocean Conservancy 401(a) DC Plan reported net income rose from $793K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Ocean Conservancy 401(a) DC Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Ocean Conservancy 401(a) DC Plan reported participants rose from 117 in the plan year 2022 filing to 130 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 237245152 · Ocean Conservancy, Inc. PY 2023 · Money Purchase

Ocean Conservancy 401(a) DC Plan · $12M · 130 · 63rd

  • TYPE $12M
  • TYPE 130
  • TYPE 63rd
  • TYPE Money Purchase
  • TYPE near Pension Plan for the Clergymen of the Serbian Othodox Church in the United States & Canada
  • TYPE ind #6215

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 District of Columbia →

Ocean Conservancy 401(a) DC Plan in the asset neighbourhood

Bewley, Lasslebn & Miller Money Purchase Pension PlanBewley, Lasslebn & Miller Mo…$12MOcean Conservancy 401(a) DC PlanOcean Conservancy 401(a) DC …$12MPension Plan for the Clergymen of the Serbian Othodox Church in the United States & CanadaPension Plan for the Clergym…$12MMadison Community Hospital Employees' Retirement PlanMadison Community Hospital E…$12MSilberline Manufacturing Co., Inc. Pension PlanSilberline Manufacturing Co.…$12M
End-of-year total assets ($M) among Ocean Conservancy 401(a) DC Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

District of Columbia filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN237245152
Plan Effective Date1991-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ocean Conservancy, Inc.)

Sponsor-wide plan assets over time

All Ocean Conservancy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 29.154141597080557% vs 2022
2024 filing year
$9M$10M$11M$12M$13M$14M 202220232024 $10.1M $13M ▲ +29.2%
Year Plans Participants Total Assets
2022 1 117 $10M
2023 1 130 $12M
2024 1 164 $13M

Nearby Money Purchase Plans in District of Columbia

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

Ocean Conservancy 401(a) DC Plan vs. nearby Money Purchase plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. 050010001500 -1000100200300400 Total assets ($M) Participants Ocean Conservancy 401(a) DC Plan, Total assets ($M): 12.103364 · Participants: 130Ocean Conservancy 401(a) DC PlanAura, Inc. Money Purchase Pension Plan and Trust, Total assets ($M): 380.629048 · Participants: 1394Aura, Inc. Money Purchase Pension Plan and TrustNas Primary Retirement Plan, Total assets ($M): 366.569472 · Participants: 1056Nas Primary Retirement PlanCarnegie Institution of Washington Retirement Plan, Total assets ($M): 224.631026 · Participants: 555Carnegie Institution of Washington Retirement PlanNational Democratic Institute for International Affairs Money Purchase Pension Plan, Total assets ($M): 56.16659 · Participants: 263National Democratic Institute for International Affairs Money Purchase Pension PlanNfl Players Association Money Purchase Pension Plan and Trust, Total assets ($M): 53.19264 · Participants: 87Nfl Players Association Money Purchase Pension Plan and Trust
Ocean Conservancy 401(a) DC Plan vs. nearby Money Purchase plans in District of Columbia, assets vs. participants
Compare Ocean Conservancy 401(a) DC Plan side-by-side with 3 peers →

Ocean Conservancy 401(a) DC Plan's out-of-state Money Purchase peers by assets and headcount

Outside District of Columbia, the nearest Money Purchase by assets is Pension Plan for the Clergymen of the Serbian Othodox Church in the United States & Canada in PA ($12M); by covered participants it is Curtis V. Cooper Primary Health Care, Inc. Pension Plan in GA (130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (130 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 Ocean Conservancy 401(a) DC Plan assets move in 2023? ▼
Ocean Conservancy 401(a) DC Plan grew sharply - up 20.2% during 2023, from $10M to $12M. Reported net income was $2M.
How have Ocean Conservancy, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ocean Conservancy, Inc.'s sponsor-wide assets grew 29.2%, from $10M to $13M.
Which Money Purchase plans are similar in size to Ocean Conservancy 401(a) DC Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Pension Plan for the Clergymen of the Serbian Othodox Church in the United States & Canada in PA ($12M, 106 participants).
Which Money Purchase plans cover a similar participant headcount to Ocean Conservancy 401(a) DC Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Curtis V. Cooper Primary Health Care, Inc. Pension Plan in GA (130 participants, $5M 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 237245152.

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.