Other · DOL Form 5500 · 2024

National Council on Aging, Inc. Retirement Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
98
Participants Small participant base
64th
Percentile by assets National rank
$150,085
Avg per participant Above avg balance/head
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Official DOL plan name: National Council on Aging, Inc. 403(b) Plan · Sponsored by National Council on Aging, Inc. · Virginia · Other Services

$15M in assets, 98 participants

National Council on Aging, Inc.'s National Council on Aging, Inc. 403(b) Plan reported $15M in total assets and 98 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #6,163 in Other Services (7,719 peers)

National Council on Aging, Inc. multi-year trail

National Council on Aging, Inc.'s plans moved +12.6% in assets from 2022 to 2024; this filing shows National Council on Aging, Inc. 403(b) Plan at $15M / 98 participants.

#6,163
in Other Services (7,719 peers)
+1.3%
assets growth YoY

National Council on Aging, Inc. 403(b) Plan's mid-pack asset rank among Other Services and all filers

National Council on Aging, Inc. 403(b) Plan vs every filed plan by assets

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

$14,708,338 Top 36% higher than 64% 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 Council on Aging, Inc. 403(b) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. National Council on Aging, Inc. 403(b) Plan is a small filing (98 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • National Council on Aging, Inc. 403(b) Plan reported net income fell from $2M in the plan year 2023 filing to $190K in the plan year 2024 filing.
  • National Council on Aging, Inc. 403(b) Plan reported participants rose from 84 in the plan year 2023 filing to 98 in the plan year 2024 filing.
  • National Council on Aging, Inc. 403(b) Plan end-of-year assets rose from $15M in the plan year 2023 filing to $15M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 131932384 · National Council on Aging, Inc. PY 2024 · Other

National Council on Aging, Inc. 403(b) Plan · $15M · 98 · 64th

  • PHOTO $15M
  • PHOTO 98
  • PHOTO 64th
  • PHOTO Other
  • PHOTO near New York Psychotherapy and Counseling Center 403(b) Retirement Plan
  • PHOTO ind #6163

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 Virginia →

National Council on Aging, Inc. 403(b) Plan in the asset neighbourhood

University School of Jackson 403(b) Retirement PlanUniversity School of Jackson…$15MThe Root Center for Advanced Recovery 403(b) PlanThe Root Center for Advanced…$15MNew York Psychotherapy and Counseling Center 403(b) Retirement PlanNew York Psychotherapy and C…$15MNational Council on Aging, Inc. 403(b) PlanNational Council on Aging, I…$15MHarding Academy of Memphis Contributory Tax Sheltered Annuity PlanHarding Academy of Memphis C…$15M
End-of-year total assets ($M) among National Council on Aging, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

National Council on Aging, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All National Council on Aging, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 12.616430418500869% vs 2022
2024 filing year
$17M$18M$19M$20M$21M$22M 202220232024 $18.2M $20.4M ▲ +12.6%
Year Plans Participants Total Assets
2022 2 75 $18M
2023 2 88 $21M
2024 3 101 $20M

National Council on Aging, Inc. filing trail (2024)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$15M
Net Income$190K
Employer EIN131932384
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Virginia

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

National Council on Aging, Inc. 403(b) Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -20246 Total assets ($B) Participants National Council on Aging, Inc. 403(b) Plan, Total assets ($B): 0.014708338 · Participants: 98National Council on Aging, Inc. 403(b) PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 5.12389915 · Participants: 12379The Mitre Corporation Tax Sheltered Annuity PlanSentara 403(b) Savings Plan, Total assets ($B): 3.744462888 · Participants: 28192Sentara 403(b) Savings PlanThe George Washington University Supplemental Retirement Plan, Total assets ($B): 1.64916352 · Participants: 8262The George Washington University Supplemental Retirement PlanInstitute for Defense Analyses Tax Deferred Annuity Plan, Total assets ($B): 0.875147544 · Participants: 1541Institute for Defense Analyses Tax Deferred Annuity PlanCarilion Clinic 403(b) Retirement Savings Plan, Total assets ($B): 0.822189307 · Participants: 13296Carilion Clinic 403(b) Retirement Savings Plan
National Council on Aging, Inc. 403(b) Plan vs. nearby Other plans in Virginia, assets vs. participants

National Council on Aging, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is New York Psychotherapy and Counseling Center 403(b) Retirement Plan in NY ($15M); by covered participants it is Mayfield Junior School of the Holy Child Jesus Defined Contribution Retirement Plan in CA (98 participants). Same-state nearby plans are listed separately above.

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 Council on Aging, Inc. 403(b) Plan assets move in 2024?
National Council on Aging, Inc. 403(b) Plan edged up modestly - up 1.3% during 2024, from $15M to $15M. Reported net income was $190K.
How have National Council on Aging, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), National Council on Aging, Inc.'s sponsor-wide assets grew 12.6%, from $18M to $20M.
Which Other plans are similar in size to National Council on Aging, Inc. 403(b) Plan?
Among Other plans in other states, the closest by assets is New York Psychotherapy and Counseling Center 403(b) Retirement Plan in NY ($15M, 589 participants).
Which Other plans cover a similar participant headcount to National Council on Aging, Inc. 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Mayfield Junior School of the Holy Child Jesus Defined Contribution Retirement Plan in CA (98 participants, $28M in assets).