Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees, Nalc Annuity Trust Fund Pension Plan

Data updated 2026-08-25

$359M
Total assets Above avg plan size
563
Participants Below avg headcount
97th
Percentile by assets National rank
$637,220
Avg per participant High balance/head
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Official DOL plan name: Nalc Annuity Trust Fund · Sponsored by Board of Trustees, Nalc Annuity Trust Fund · Virginia · Finance & Insurance

$359M in assets, 563 participants

Board of Trustees, Nalc Annuity Trust Fund's Nalc Annuity Trust Fund reported $359M in total assets and 563 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #8,370 in Finance & Insurance (8,869 peers)

Where Nalc Annuity Trust Fund sits by assets

Nalc Annuity Trust Fund sits in the top 5% of all filed plans by assets, $359M for 563 participants (~$637,220/participant), up 4.0% in 2023.

#8,370
in Finance & Insurance (8,869 peers)
+4.0%
assets growth YoY
3.6×
vs typical plan assets (national mean)

Nalc Annuity Trust Fund's outsized position by total assets

Nalc Annuity Trust Fund vs every filed plan by assets

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

$358,755,086 Top 3% higher than 97% 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

Nalc Annuity Trust Fund 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. Nalc Annuity Trust Fund sits mid-pack in the medium band (563 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nalc Annuity Trust Fund reported net income rose from $6M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Nalc Annuity Trust Fund end-of-year assets rose from $345M in the plan year 2022 filing to $359M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 526038252 · Board of Trustees, Nalc Annuity Trust Fund PY 2023 · Defined Benefit (Pension)

Nalc Annuity Trust Fund · $359M · 563 · 97th

  • BOY $359M
  • SCH 563
  • EBSA 97th
  • PART Defined Benefit (Pension)
  • TYPE near Los Angeles Hotel-Restaurant Employer-Union Retirement Fund
  • NET ind #8370

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 Finance & Insurance retirement plans → · Plans in Virginia →

Nalc Annuity Trust Fund in the asset neighbourhood

Metallus Inc. Bargaining Unit Pension PlanMetallus Inc. Bargaining Uni…$360MLos Angeles Hotel-Restaurant Employer-Union Retirement FundLos Angeles Hotel-Restaurant…$359MNalc Annuity Trust Fund$359MSsl Pension Plan$359MSo. Ca, Az, Co, & So. Nevada Glaziers, Architectural Metal & Glass Workers Pension PlanSo. Ca, Az, Co, & So. Nevada…$358M
End-of-year total assets ($M) among Nalc Annuity Trust Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$345M
Net Assets (End of Year)$359M
Net Income$17M
Employer EIN526038252
Plan Effective Date1954-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Nalc Annuity Trust Fund)

Sponsor-wide plan assets over time

All Board of Trustees, Nalc Annuity Trust Fund plans reported in each filing year

Latest sponsor-wide plan assets
$382M 10.690704376120262% vs 2022
2024 filing year
$340M$360M$380M$400M 202220232024 $345M $382M ▲ +10.7%
Year Plans Participants Total Assets
2022 1 564 $345M
2023 1 563 $359M
2024 1 565 $382M

Nearby Defined Benefit (Pension) Plans in Virginia

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

Nalc Annuity Trust Fund vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Nalc Annuity Trust Fund, Total assets ($B): 0.358755086 · Participants: 563Nalc Annuity Trust FundNorthrop Grumman Pension Plan, Total assets ($B): 19.134846358 · Participants: 13674Northrop Grumman Pension PlanRetirement Security Plan, Total assets ($B): 10.184642779 · Participants: 54171Retirement Security PlanNg Space&mission Systems Corp Salaried Pension Pla, Total assets ($B): 8.450021632 · Participants: 7117Ng Space&mission Systems Corp Salaried Pension PlaSheet Metal Workers' National Pension Fund, Total assets ($B): 8.306466489 · Participants: 61272Sheet Metal Workers' National Pension FundDominion Energy Pension Plan, Total assets ($B): 7.570958933 · Participants: 12263Dominion Energy Pension Plan
Nalc Annuity Trust Fund vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants
Compare Nalc Annuity Trust Fund side-by-side with 3 peers →

Nalc Annuity Trust Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Virginia, the nearest Defined Benefit (Pension) by assets is Los Angeles Hotel-Restaurant Employer-Union Retirement Fund in CA ($359M); by covered participants it is Kennametal Inc. Retirement Income Plan in SC (563 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (563 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 Nalc Annuity Trust Fund assets move in 2023? ▼
Nalc Annuity Trust Fund edged up modestly - up 4.0% during 2023, from $345M to $359M. Reported net income was $17M.
How have Board of Trustees, Nalc Annuity Trust Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, Nalc Annuity Trust Fund's sponsor-wide assets grew 10.7%, from $345M to $382M.
Where does Nalc Annuity Trust Fund rank by assets among Form 5500 filers? ▼
Nalc Annuity Trust Fund ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Nalc Annuity Trust Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Los Angeles Hotel-Restaurant Employer-Union Retirement Fund in CA ($359M, 12,087 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Nalc Annuity Trust Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Kennametal Inc. Retirement Income Plan in SC (563 participants, $541M 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 526038252.

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.