Other · DOL Form 5500 · 2024

The National Geographic Society Retirement Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
42
Participants Small participant base
76th
Percentile by assets National rank
$648,361
Avg per participant High balance/head
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Official DOL plan name: The National Geographic Society 403(b) Retirement Savings Plan · Sponsored by The National Geographic Society · District of Columbia · Information & Media

$27M in assets, 42 participants

The National Geographic Society's The National Geographic Society 403(b) Retirement Savings Plan reported $27M in total assets and 42 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #1,897 in Information & Media (2,822 peers)

Where The National Geographic Society 403(b) Retirement Savings Plan sits by assets

The National Geographic Society 403(b) Retirement Savings Plan sits in the top quartile of all filed plans by assets, $27M for 42 participants (~$648,361/participant), down 1.4% in 2024.

#1,897
in Information & Media (2,822 peers)
-1.4%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $395K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The National Geographic Society 403(b) Retirement Savings Plan's outsized position by total assets

The National Geographic Society 403(b) Retirement Savings Plan vs every filed plan by assets

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

$27,231,166 Top 24% higher than 76% 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

The National Geographic Society 403(b) Retirement Savings 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. The National Geographic Society 403(b) Retirement Savings Plan is a small filing (42 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The National Geographic Society 403(b) Retirement Savings Plan reported net income fell from -$185K in the plan year 2023 filing to -$395K in the plan year 2024 filing.
  • The National Geographic Society 403(b) Retirement Savings Plan reported participants fell from 58 in the plan year 2023 filing to 42 in the plan year 2024 filing.
  • The National Geographic Society 403(b) Retirement Savings Plan end-of-year assets fell from $28M in the plan year 2023 filing to $27M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 530193519 · The National Geographic Society PY 2024 · Other

The National Geographic Society 403(b) Retirement Savings Plan · $27M · 42 · 76th

  • BOOK $27M
  • VS-ST 42
  • BOY 76th
  • SCH Other
  • EBSA near Jesuit High School of Sacramento Employee Retirement Plan
  • PART ind #1897

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 Information & Media retirement plans → · Plans in District of Columbia →

The National Geographic Society 403(b) Retirement Savings Plan in the asset neighbourhood

The National Geographic Society 403(b) Retirement Savings PlanThe National Geographic Soci…$27MJesuit High School of Sacramento Employee Retirement PlanJesuit High School of Sacram…$27MWomens League Tax Sheltered Annuity PlanWomens League Tax Sheltered …$27MNortheast Kingdom Human Services, Inc. DC PlanNortheast Kingdom Human Serv…$27MUms-Wright Preparatory School 403(b) PlanUms-Wright Preparatory Schoo…$27M
End-of-year total assets ($M) among The National Geographic Society 403(b) Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$27M
Net Income-$395K
Employer EIN530193519
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The National Geographic Society)

Sponsor-wide plan assets over time

All The National Geographic Society plans reported in each filing year

Latest sponsor-wide plan assets
$385M 0.49302619937006753% vs 2022
2024 filing year
$382M$384M$386M$388M$390M 202220232024 $383M $385M ▲ +0.5%
Year Plans Participants Total Assets
2022 3 623 $383M
2023 3 660 $388M
2024 3 680 $385M

Nearby Other Plans in District of Columbia

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

The National Geographic Society 403(b) Retirement Savings Plan vs. nearby Other plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -10123 Total assets ($B) Participants The National Geographic Society 403(b) Retirement Savings Plan, Total assets ($B): 0.027231166 · Participants: 42The National Geographic Society 403(b) Retirement Savings PlanInt'l Brotherhood of Electrical Workers' Pension Benefit Fund, Total assets ($B): 2.75808979 · Participants: 450729Int'l Brotherhood of Electrical Workers' Pension Benefit FundGeorgetown University Defined Contribution Retirement Plan, Total assets ($B): 2.450782108 · Participants: 4882Georgetown University Defined Contribution Retirement PlanAmerican University Defined Contribution Retirement Plan, Total assets ($B): 1.352129486 · Participants: 5480American University Defined Contribution Retirement PlanHoward University Savings Plan, Total assets ($B): 1.199524542 · Participants: 6543Howard University Savings PlanGeorgetown University Voluntary Contribution Retirement Plan, Total assets ($B): 0.979239156 · Participants: 14512Georgetown University Voluntary Contribution Retirement Plan
The National Geographic Society 403(b) Retirement Savings Plan vs. nearby Other plans in District of Columbia, assets vs. participants

The National Geographic Society 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside District of Columbia, the nearest Other by assets is Jesuit High School of Sacramento Employee Retirement Plan in CA ($27M); by covered participants it is Ronald McDonald's House Charities of Metro St. Louis 403 (B) Retirement Plan in MO (42 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 The National Geographic Society 403(b) Retirement Savings Plan assets move in 2024?
The National Geographic Society 403(b) Retirement Savings Plan edged down modestly - down 1.4% during 2024, from $28M to $27M. Reported net income was -$395K.
How have The National Geographic Society plan assets changed over time?
Across 3 plan years on file (2022-2024), The National Geographic Society's sponsor-wide assets grew 0.5%, from $383M to $385M.
Where does The National Geographic Society 403(b) Retirement Savings Plan rank by assets among Form 5500 filers?
The National Geographic Society 403(b) Retirement Savings Plan ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to The National Geographic Society 403(b) Retirement Savings Plan?
Among Other plans in other states, the closest by assets is Jesuit High School of Sacramento Employee Retirement Plan in CA ($27M, 130 participants).
Which Other plans cover a similar participant headcount to The National Geographic Society 403(b) Retirement Savings Plan?
Among Other plans in other states, the closest by covered participants is Ronald McDonald's House Charities of Metro St. Louis 403 (B) Retirement Plan in MO (42 participants, $2M in assets).