Other · DOL Form 5500 · 2024

National Assoc. of Scholars, Inc. Retirement Plan

Data updated 2026-08-25

$541K
Total assets Small plan by assets
5
Participants Small participant base
18th
Percentile by assets National rank
$108,125
Avg per participant Below avg balance/head
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Official DOL plan name: National Association of Scholars, Inc Tax-Deferred Annuity Plan · Sponsored by National Assoc. of Scholars, Inc. · New York · Other Services

$541K in assets, 5 participants

National Assoc. of Scholars, Inc.'s National Association of Scholars, Inc Tax-Deferred Annuity Plan reported $541K in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 18th 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.

  • #2,986 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, National Association of Scholars, Inc Tax-Deferred Annuity Plan ranks #2,986 of 7,719 2024 filers by assets (3712% of the sector average)-$541K for 5 participants.

#2,986
in Other Services (7,719 peers)
+19.8%
assets growth YoY

National Association of Scholars, Inc Tax-Deferred Annuity Plan among the smaller filed plans by assets

National Association of Scholars, Inc Tax-Deferred Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$540,625 18th percentile higher than 18% of 123,620 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 2024

National Association of Scholars, Inc Tax-Deferred Annuity Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. National Association of Scholars, Inc Tax-Deferred Annuity Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • National Association of Scholars, Inc Tax-Deferred Annuity Plan reported participants rose from 4 in the plan year 2023 filing to 5 in the plan year 2024 filing.
  • National Association of Scholars, Inc Tax-Deferred Annuity Plan end-of-year assets rose from $451K in the plan year 2023 filing to $541K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 112741490 · National Assoc. of Scholars, Inc. PY 2024 · Other

National Association of Scholars, Inc Tax-Deferred Annuity Plan · $541K · 5 · 18th

  • PART $541K
  • PART 5
  • PART 18th
  • PART Other
  • PART near Mountrail Bethel Home 403(b) Retirement Plan
  • PART ind #2986

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 New York →

National Association of Scholars, Inc Tax-Deferred Annuity Plan in the asset neighbourhood

Sacramento Valley Conservancy 403(b) PlanSacramento Valley Conservanc…$548KNational Association of Scholars, Inc Tax-Deferred Annuity PlanNational Association of Scho…$541KMountrail Bethel Home 403(b) Retirement PlanMountrail Bethel Home 403(b)…$542KSouthern Vermont Area Health Education Center 403b Employer Retirement PlanSouthern Vermont Area Health…$543KDayspring Homes, Inc. 403(b) PlanDayspring Homes, Inc. 403(b)…$544K
End-of-year total assets ($M) among National Association of Scholars, Inc Tax-Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$451K
Net Assets (End of Year)$541K
Net Income$89K
Employer EIN112741490
Plan Effective Date1992-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Assoc. of Scholars, Inc.)

Sponsor-wide plan assets over time

All National Assoc. of Scholars, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 53.80912591359747% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.47M $2.25M ▲ +53.1%
Year Plans Participants Total Assets
2022 2 17 $1M
2023 2 21 $2M
2024 2 23 $2M

Nearby Other Plans in New York

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

National Association of Scholars, Inc Tax-Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants National Association of Scholars, Inc Tax-Deferred Annuity Plan, Total assets ($B): 0.000540625 · Participants: 5National Association of Scholars, Inc Tax-Deferred Annuity PlanNorthwell Health 403(b) Plan, Total assets ($B): 10.919546292 · Participants: 44511Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 9.49390479 · Participants: 46826The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 8.002376506 · Participants: 30335University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 6.449166101 · Participants: 22606Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.643469898 · Participants: 14399Retirement Plan for Officers of Columbia University
National Association of Scholars, Inc Tax-Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants
Compare National Association of Scholars, Inc Tax-Deferred Annuity Plan side-by-side with 3 peers →

National Association of Scholars, Inc Tax-Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Mountrail Bethel Home 403(b) Retirement Plan in ND ($542K); by covered participants it is 403(b) Paln Rfa Retirement Plan in MN (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did National Association of Scholars, Inc Tax-Deferred Annuity Plan assets move in 2024? ▼
National Association of Scholars, Inc Tax-Deferred Annuity Plan grew sharply - up 19.8% during 2024, from $451K to $541K. Reported net income was $89K.
How have National Assoc. of Scholars, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Assoc. of Scholars, Inc.'s sponsor-wide assets grew 53.8%, from $1M to $2M.
Where does National Association of Scholars, Inc Tax-Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
National Association of Scholars, Inc Tax-Deferred Annuity Plan ranks in the 18th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Other plans are similar in size to National Association of Scholars, Inc Tax-Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Mountrail Bethel Home 403(b) Retirement Plan in ND ($542K, 101 participants).
Which Other plans cover a similar participant headcount to National Association of Scholars, Inc Tax-Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is 403(b) Paln Rfa Retirement Plan in MN (5 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 112741490.

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.