Other · DOL Form 5500 · 2024
New America Retirement Plan
Data updated 2026-08-25
- $47M
- Total assets Below avg plan size
- 156
- Participants Small participant base
- 83rd
- Percentile by assets National rank
- $301,136
- Avg per participant High balance/head
Official DOL plan name: New America Foundation 403(b) DC Plan · Sponsored by New America · District of Columbia · Other Services
$47M in assets, 156 participants
New America's New America Foundation 403(b) DC Plan reported $47M in total assets and 156 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- #7,137 in Other Services (7,719 peers)
Coverage in District of Columbia
New America Foundation 403(b) DC Plan covers 156 participants in District of Columbia, about 11% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $47M.
- #7,137
- in Other Services (7,719 peers)
- +15.4%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
New America Foundation 403(b) DC Plan's outsized position by total assets
New America Foundation 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$46,977,179 Top 17% higher than 83% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
New America Foundation 403(b) DC Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. New America Foundation 403(b) DC Plan sits mid-pack in the medium band (156 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- New America Foundation 403(b) DC Plan reported net income fell from $8M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- New America Foundation 403(b) DC Plan end-of-year assets rose from $41M in the plan year 2023 filing to $47M in the plan year 2024 filing.
- New America Foundation 403(b) DC Plan reported participants fell from 159 in the plan year 2023 filing to 156 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 522096845 · New America PY 2024 · Other
New America Foundation 403(b) DC Plan · $47M · 156 · 83rd
- PHOTO $47M
- IND 156
- EOY 83rd
- 5500 Other
- ASSETS near The Susan G. Komen Breast Cancer Foundation, Inc. 403(b) Plan
- PCT ind #7137
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 →
New America Foundation 403(b) DC Plan in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $41M |
|---|---|
| Net Assets (End of Year) | $47M |
| Net Income | $6M |
| Employer EIN | 522096845 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (New America)
Sponsor-wide plan assets over time
All New America plans reported in each filing year
- Latest sponsor-wide plan assets
- $47M 42.03220992956073% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 154 | $33M |
| 2023 | 1 | 159 | $41M |
| 2024 | 1 | 156 | $47M |
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 $2.8B · 450,729
- Georgetown University Defined Contribution Retirement Plan $2.5B · 4,882
- American University Defined Contribution Retirement Plan $1.4B · 5,480
- Howard University Savings Plan $1.2B · 6,543
- Georgetown University Voluntary Contribution Retirement Plan $979M · 14,512
New America Foundation 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside District of Columbia, the nearest Other by assets is The Susan G. Komen Breast Cancer Foundation, Inc. 403(b) Plan in TX ($47M); by covered participants it is Mayfield Senior School 403 (B) Plan in CA (156 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($47M here).
Similar participant headcount
Nearest other-state filings by covered participants (156 participants); asset peers above are excluded.
- Mayfield Senior School 403 (B) Plan (CA) 156 · 0 off
- New Hampton School Defined Contribution and Tax Deferred Annuity Retirement Plan (NH) 156 · 0 off
- Sangre De Cristo Hospice & Palliative Care 403(b) Retirement Plan (CO) 156 · 0 off
- Area Agency on Aging of Northwest Arkansas, Inc. Retirement Plan (AR) 156 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.