Defined Benefit (Pension) · DOL Form 5500 · 2024

National Audubon Society, Inc. Pension Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
61
Participants Small participant base
53rd
Percentile by assets National rank
$146,858
Avg per participant Above avg balance/head
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Official DOL plan name: National Audubon Society Cash Balance Pension Plan · Sponsored by National Audubon Society, Inc. · New York · Other Services

$9M in assets, 61 participants

National Audubon Society, Inc.'s National Audubon Society Cash Balance Pension Plan reported $9M in total assets and 61 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

  • #5,630 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, National Audubon Society Cash Balance Pension Plan ranks #5,630 of 7,719 2024 filers by assets (224% of the sector average)-$9M for 61 participants.

#5,630
in Other Services (7,719 peers)
-12.2%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

National Audubon Society Cash Balance Pension Plan's mid-pack asset rank among Other Services and all filers

National Audubon Society Cash Balance Pension Plan vs every filed plan by assets

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

$8,958,357 Top 47% higher than 53% 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 Audubon Society Cash Balance Pension 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 Audubon Society Cash Balance Pension Plan is a small filing (61 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • National Audubon Society Cash Balance Pension Plan reported net income fell from $421K in the plan year 2023 filing to -$1M in the plan year 2024 filing.
  • National Audubon Society Cash Balance Pension Plan end-of-year assets fell from $10M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • National Audubon Society Cash Balance Pension Plan reported participants fell from 68 in the plan year 2023 filing to 61 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 131624102 · National Audubon Society, Inc. PY 2024 · Defined Benefit (Pension)

National Audubon Society Cash Balance Pension Plan · $9M · 61 · 53rd

  • EOY $9M
  • EOY 61
  • EOY 53rd
  • EOY Defined Benefit (Pension)
  • EOY near Lake Sunapee Bank, Fsb Employees' Retirement Plan
  • EOY ind #5630

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 Audubon Society Cash Balance Pension Plan in the asset neighbourhood

Swanson Industries, Inc. Pension PlanSwanson Industries, Inc. Pen…$9MLake Sunapee Bank, Fsb Employees' Retirement PlanLake Sunapee Bank, Fsb Emplo…$9MNational Audubon Society Cash Balance Pension PlanNational Audubon Society Cas…$9MNational Cement Company of California, Inc. Pension Plan for Hourly EmployeesNational Cement Company of C…$9MComprehensive Pain Institute, Inc. Defined Benefit Pension PlanComprehensive Pain Institute…$9M
End-of-year total assets ($M) among National Audubon Society Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$1M
Employer EIN131624102
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Audubon Society, Inc.)

Sponsor-wide plan assets over time

All National Audubon Society, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$148M 37.93810210055956% vs 2022
2024 filing year
$100M$120M$140M$160M 202220232024 $108M $148M ▲ +37.9%
Year Plans Participants Total Assets
2022 2 770 $108M
2023 2 779 $129M
2024 2 816 $148M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

National Audubon Society Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants National Audubon Society Cash Balance Pension Plan, Total assets ($B): 0.008958357 · Participants: 61National Audubon Society Cash Balance Pension PlanIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
National Audubon Society Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare National Audubon Society Cash Balance Pension Plan side-by-side with 3 peers →

National Audubon Society Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Lake Sunapee Bank, Fsb Employees' Retirement Plan in ME ($9M); by covered participants it is Jack Rubin & Sons, Inc. Defined Benefit Pension Plan in CA (61 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (61 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 Audubon Society Cash Balance Pension Plan assets move in 2024? ▼
National Audubon Society Cash Balance Pension Plan pulled back noticeably - down 12.2% during 2024, from $10M to $9M. Reported net income was -$1M.
How have National Audubon Society, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Audubon Society, Inc.'s sponsor-wide assets grew 37.9%, from $108M to $148M.
Which Defined Benefit (Pension) plans are similar in size to National Audubon Society Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Lake Sunapee Bank, Fsb Employees' Retirement Plan in ME ($9M, 15 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to National Audubon Society Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Jack Rubin & Sons, Inc. Defined Benefit Pension Plan in CA (61 participants, $4M 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 131624102.

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.