401(k)
2024 plan-year 401(k) DOL Form 5500

NAACP LEGAL DEFENSE & EDUCATIONAL FUND, INC. 403(B) PLAN

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

NAACP LEGAL DEFENSE & EDUCATIONAL FUND, INC.

This 401(k) plan holds $22M in total assets and serves 200 participants as of 2024. It is sponsored by NAACP LEGAL DEFENSE & EDUCATIONAL FUND, INC. in New York. The plan reported positive net income of $5M for the year.

Total Assets (2023)
$22M
Participants
200
State
Industry
Educational Services

What the Filing Says About NAACP LEGAL DEFENSE & EDUCATIONAL FUND, INC. 403(B) PLAN

NAACP LEGAL DEFENSE & EDUCATIONAL FUND, INC. 403(B) PLAN is a 401(k) retirement plan sponsored by NAACP LEGAL DEFENSE & EDUCATIONAL FUND, INC., headquartered in New York. As of the 2024 Form 5500 filing, the plan reports $22M in total end-of-year assets and covers 200 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 131655255, and the plan has been effective since 1984-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $17M at the beginning of 2024 to $22M at year-end — a gain of 27.8%. Net assets (after liabilities) closed the year at $22M, with reported net income of $5M 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 — 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)$17M
Total Assets (End of Year)$22M
Net Assets (End of Year)$22M
Net Income$5M
Plan Type401(k)
Employer EIN131655255
Plan Effective Date1984-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (NAACP LEGAL DEFENSE & EDUCATIONAL FUND, INC.)

Year Plans Participants Total Assets
2022 1 161 $12M
2023 1 181 $17M
2024 1 200 $22M

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Frequently Asked Questions

How much money is in the NAACP LEGAL DEFENSE & EDUCATIONAL FUND, INC. 403(B) PLAN?
As of the 2024 Form 5500 filing, NAACP LEGAL DEFENSE & EDUCATIONAL FUND, INC. 403(B) PLAN holds $22M in total assets with 200 participants. It is sponsored by NAACP LEGAL DEFENSE & EDUCATIONAL FUND, INC..
What type of plan is NAACP LEGAL DEFENSE & EDUCATIONAL FUND, INC. 403(B) PLAN?
NAACP LEGAL DEFENSE & EDUCATIONAL FUND, INC. 403(B) PLAN is a 401(k) plan. It has been effective since 1984-07-01. The plan is filed with the U.S. Department of Labor under EIN 131655255.
Who sponsors the NAACP LEGAL DEFENSE & EDUCATIONAL FUND, INC. 403(B) PLAN?
NAACP LEGAL DEFENSE & EDUCATIONAL FUND, INC. 403(B) PLAN is sponsored by NAACP LEGAL DEFENSE & EDUCATIONAL FUND, INC., located in New York. The sponsor's EIN is 131655255 and the plan operates in the Educational Services industry.
How did NAACP LEGAL DEFENSE & EDUCATIONAL FUND, INC. 403(B) PLAN perform in 2024?
NAACP LEGAL DEFENSE & EDUCATIONAL FUND, INC. 403(B) PLAN grew by 27.8% during 2024, moving from $17M to $22M in total assets. Net income was $5M.
Where can I find official filings for NAACP LEGAL DEFENSE & EDUCATIONAL FUND, INC. 403(B) PLAN?
Official Form 5500 filings for NAACP LEGAL DEFENSE & EDUCATIONAL FUND, INC. 403(B) PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 131655255 or plan name at efast.dol.gov.
How does NAACP LEGAL DEFENSE & EDUCATIONAL FUND, INC. 403(B) PLAN compare to other plans?
You can compare NAACP LEGAL DEFENSE & EDUCATIONAL FUND, INC. 403(B) PLAN against other 401(k) 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.

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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 131655255.

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

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

Data sourced from official public datasets. See our methodology for details.