Other
2024 plan-year Other DOL Form 5500

Partnership to End Addiction Tax Deferred Annuity Plan

ERISA Form 5500 plan record drawn from DOL EBSA β€” verify with linked source filings below.

Sponsored by The National Center on Addiction and Substance Abuse Β· New York Β· Educational Services

What the 2023 filing shows

Partnership to End Addiction Tax Deferred Annuity Plan holds $12M for 55 participants - about $210,535 per participant, up 15.2% over the 2024 plan year.

$12M
total plan assets (2024 EOY)
55
covered participants
$210,535
avg assets per participant
+15.2%
assets growth YoY
Total Assets (2023)
$12M
Participants
55
State
Industry
Educational Services

What the Filing Says About Partnership to End Addiction Tax Deferred Annuity Plan

Partnership to End Addiction Tax Deferred Annuity Plan is a Other retirement plan sponsored by The National Center on Addiction and Substance Abuse, headquartered in New York. As of the 2024 Form 5500 filing, the plan reports $12M in total end-of-year assets and covers 55 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 521736502, and the plan has been effective since 1992-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $10M at the beginning of 2024 to $12M at year-end β€” a gain of 15.2%. Net assets (after liabilities) closed the year at $12M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows β€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$10M
Total Assets (End of Year)$12M
Net Assets (End of Year)$12M
Net Income$2M
Plan TypeOther
Employer EIN521736502
Plan Effective Date1992-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The National Center on Addiction and Substance Abuse)

Year Plans Participants Total Assets
2022 2 147 $22M
2023 2 119 $25M
2024 2 129 $28M

Nearby Other Plans in New York

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

Frequently Asked Questions

How much money is in the Partnership to End Addiction Tax Deferred Annuity Plan?
As of the 2024 Form 5500 filing, Partnership to End Addiction Tax Deferred Annuity Plan holds $12M in total assets with 55 participants. It is sponsored by The National Center on Addiction and Substance Abuse.
What type of plan is Partnership to End Addiction Tax Deferred Annuity Plan?
Partnership to End Addiction Tax Deferred Annuity Plan is a Other plan. It has been effective since 1992-10-01. The plan is filed with the U.S. Department of Labor under EIN 521736502.
Who sponsors the Partnership to End Addiction Tax Deferred Annuity Plan?
Partnership to End Addiction Tax Deferred Annuity Plan is sponsored by The National Center on Addiction and Substance Abuse, located in New York. The sponsor's EIN is 521736502 and the plan operates in the Educational Services industry.
How did Partnership to End Addiction Tax Deferred Annuity Plan perform in 2024?
Partnership to End Addiction Tax Deferred Annuity Plan grew by 15.2% during 2024, moving from $10M to $12M in total assets. Net income was $2M.
Where can I find official filings for Partnership to End Addiction Tax Deferred Annuity Plan?
Official Form 5500 filings for Partnership to End Addiction Tax Deferred Annuity Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 521736502 or plan name at efast.dol.gov.
How does Partnership to End Addiction Tax Deferred Annuity Plan compare to other plans?
You can compare Partnership to End Addiction Tax Deferred Annuity Plan against other Other plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) β€” original filing retrieval by EIN 521736502.

Reference: IRS Publication 560 β€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B β€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.