Other · DOL Form 5500 · 2023
National Endowment for Democracy Retirement Plan
Data updated 2026-08-25
- $71M
- Total assets Below avg plan size
- 277
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $258,122
- Avg per participant Above avg balance/head
Official DOL plan name: National Endowment for Democracy 403(b) Retirement Plan · Sponsored by National Endowment for Democracy · District of Columbia · Other Services
$71M in assets, 277 participants
National Endowment for Democracy's National Endowment for Democracy 403(b) Retirement Plan reported $71M in total assets and 277 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- #7,501 in Other Services (7,857 peers)
Coverage in District of Columbia
National Endowment for Democracy 403(b) Retirement Plan covers 277 participants in District of Columbia, about 19% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $71M.
- #7,501
- in Other Services (7,857 peers)
- +28.2%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
National Endowment for Democracy 403(b) Retirement Plan's outsized position by total assets
National Endowment for Democracy 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$71,499,721 Top 11% higher than 89% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
National Endowment for Democracy 403(b) Retirement 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. National Endowment for Democracy 403(b) Retirement Plan sits mid-pack in the medium band (277 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- National Endowment for Democracy 403(b) Retirement Plan reported net income rose from $9M in the plan year 2022 filing to $16M in the plan year 2023 filing.
- National Endowment for Democracy 403(b) Retirement Plan end-of-year assets rose from $56M in the plan year 2022 filing to $71M in the plan year 2023 filing.
- National Endowment for Democracy 403(b) Retirement Plan reported participants rose from 249 in the plan year 2022 filing to 277 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 521344831 · National Endowment for Democracy PY 2023 · Other
National Endowment for Democracy 403(b) Retirement Plan · $71M · 277 · 89th
- PCT $71M
- EIN 277
- RANK 89th
- PHOTO Other
- IND near Baylor School DC Plan
- EOY ind #7501
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 →
National Endowment for Democracy 403(b) Retirement Plan in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $56M |
|---|---|
| Net Assets (End of Year) | $71M |
| Net Income | $16M |
| Employer EIN | 521344831 |
| Plan Effective Date | 1984-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (National Endowment for Democracy)
Sponsor-wide plan assets over time
All National Endowment for Democracy plans reported in each filing year
- Latest sponsor-wide plan assets
- $71M 27.68838064534674% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 249 | $56M |
| 2023 | 1 | 277 | $71M |
| 2024 | 1 | 278 | $71M |
Nearby Other Plans in District of Columbia
Peer Other plans, same state, same plan type, ranked by total assets.
- Int'l Brotherhood of Electrical Workers' Pension Benefit Fund $2.6B · 431,907
- Georgetown University Defined Contribution Retirement Plan $2.2B · 4,981
- American University Defined Contribution Retirement Plan $1.3B · 2,668
- Howard University Savings Plan $1.1B · 6,611
- Georgetown University Voluntary Contribution Retirement Plan $865M · 15,030
National Endowment for Democracy 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside District of Columbia, the nearest Other by assets is Baylor School DC Plan in TN ($71M); by covered participants it is Piedmont Access to Health Services, Inc. 403(b) Plan in VA (277 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($71M here).
- Baylor School DC Plan (TN) $71M · 306
- Roseman University of Health Sciences Defined Contribution Plan (NV) $72M · 533
- Blair Academy DC Retirement Plan (NJ) $71M · 157
- Ascension Healthcare Legacy ERISA 403(b) Plan (MO) $71M · 1,014
Similar participant headcount
Nearest other-state filings by covered participants (277 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.