Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees, Nalc Annuity Trust Fund Pension Plan
Data updated 2026-08-11
- $359M
- Total assets
- 563
- Participants
- 97th
- Percentile by assets
- $637,220
- Avg per participant
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.
- 97th percentile by assets (of 127,072 plans)
- #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.
- $359M
- total plan assets (2023 EOY)
- 563
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $637,220
- avg assets per participant
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.
Nalc Annuity Trust Fund vs the 2023 asset distribution
By assets, Nalc Annuity Trust Fund outranks 97% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 3.6x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $345M |
|---|---|
| Net Assets (End of Year) | $359M |
| Net Income | $17M |
| Employer EIN | 526038252 |
| Plan Effective Date | 1954-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Nalc Annuity Trust Fund)
| 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
- Northrop Grumman Pension Plan $19.1B · 13,674
- Retirement Security Plan $10.2B · 54,171
- Ng Space&mission Systems Corp Salaried Pension Pla $8.5B · 7,117
- Sheet Metal Workers' National Pension Fund $8.3B · 61,272
- Dominion Energy Pension Plan $7.6B · 12,263
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Nalc Annuity Trust Fund by total assets, not by location.
- Los Angeles Hotel-Restaurant Employer-Union Retirement Fund (CA) $359M · 12,087
- Ssl Pension Plan (CA) $359M · 479
- So. Ca, Az, Co, & So. Nevada Glaziers, Architectural Metal & Glass Workers Pension Plan (CA) $358M · 139
- Metallus Inc. Bargaining Unit Pension Plan (OH) $360M · 1,120
Frequently Asked Questions
How did Nalc Annuity Trust Fund assets move in 2023? ▼
How have Board of Trustees, Nalc Annuity Trust Fund plan assets changed over time? ▼
Where does Nalc Annuity Trust Fund rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Nalc Annuity Trust Fund? ▼
Next read for Nalc Annuity Trust Fund
Scale reading
Ways to act on Nalc Annuity Trust Fund's numbers.
- By total assets, Nalc Annuity Trust Fund ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Virginia. Compare plans
- Board of Trustees, Nalc Annuity Trust Fund's sponsor-wide assets have grown 10.7% since 2022 across 3 plan years on file. More Finance & Insurance plans