401(k) · DOL Form 5500 · 2024

National Treasury Employees Union 401(k) Plan

Data updated 2026-08-25

$67M
Total assets Below avg plan size
134
Participants Small participant base
87th
Percentile by assets National rank
$501,596
Avg per participant High balance/head
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Official DOL plan name: N.T.E.U. 401(k) Plan · Sponsored by National Treasury Employees Union · District of Columbia · Other Services

$67M in assets, 134 participants

National Treasury Employees Union's N.T.E.U. 401(k) Plan reported $67M in total assets and 134 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,306 in Other Services (7,719 peers)

Coverage in District of Columbia

N.T.E.U. 401(k) Plan covers 134 participants in District of Columbia, about 9% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $67M.

#7,306
in Other Services (7,719 peers)
+18.3%
assets growth YoY
0.7×
vs typical plan assets (national mean)

N.T.E.U. 401(k) Plan's outsized position by total assets

N.T.E.U. 401(k) Plan vs every filed plan by assets

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

$67,213,830 Top 13% higher than 87% 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

N.T.E.U. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. N.T.E.U. 401(k) Plan sits mid-pack in the medium band (134 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • N.T.E.U. 401(k) Plan reported net income rose from $6M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • N.T.E.U. 401(k) Plan end-of-year assets rose from $57M in the plan year 2023 filing to $67M in the plan year 2024 filing.
  • N.T.E.U. 401(k) Plan reported participants rose from 132 in the plan year 2023 filing to 134 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 530244795 · National Treasury Employees Union PY 2024 · 401(k)

N.T.E.U. 401(k) Plan · $67M · 134 · 87th

  • PHOTO $67M
  • IND 134
  • EOY 87th
  • 5500 401(k)
  • ASSETS near Atlanta Bonded Warehouse Corp 401(k) Retirement Plan
  • PCT ind #7306

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 District of Columbia →

N.T.E.U. 401(k) Plan in the asset neighbourhood

Kobrand Corporation Retirement Savings PlanKobrand Corporation Retireme…$67MNewegg 401(k) Plan$67MAtlanta Bonded Warehouse Corp 401(k) Retirement PlanAtlanta Bonded Warehouse Cor…$67MN.T.E.U. 401(k) Plan$67MTt Electronics 401(k) Retirement PlanTt Electronics 401(k) Retire…$67M
End-of-year total assets ($M) among N.T.E.U. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

District of Columbia filing particulars

Total Assets (Beginning of Year)$57M
Net Assets (End of Year)$67M
Net Income$10M
Employer EIN530244795
Plan Effective Date1979-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Treasury Employees Union)

Sponsor-wide plan assets over time

All National Treasury Employees Union plans reported in each filing year

Latest sponsor-wide plan assets
$84M 30.52153098934573% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $64.7M $84.4M ▲ +30.5%
Year Plans Participants Total Assets
2022 2 254 $65M
2023 2 258 $72M
2024 2 260 $84M

Nearby 401(k) Plans in District of Columbia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

N.T.E.U. 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants N.T.E.U. 401(k) Plan, Total assets ($B): 0.06721383 · Participants: 134N.T.E.U. 401(k) PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 6.46217777 · Participants: 23090Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 6.227697332 · Participants: 30641Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 4.602350192 · Participants: 8108Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.487396082 · Participants: 4201Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.905912868 · Participants: 1973Hogan Lovells US LLP Retirement Savings Plan
N.T.E.U. 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare N.T.E.U. 401(k) Plan side-by-side with 3 peers →

N.T.E.U. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Atlanta Bonded Warehouse Corp 401(k) Retirement Plan in GA ($67M); by covered participants it is Whalar 401(k) Plan in NY (134 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($67M here).

Similar participant headcount

Nearest other-state filings by covered participants (134 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 N.T.E.U. 401(k) Plan assets move in 2024? ▼
N.T.E.U. 401(k) Plan grew sharply - up 18.3% during 2024, from $57M to $67M. Reported net income was $10M.
How have National Treasury Employees Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Treasury Employees Union's sponsor-wide assets grew 30.5%, from $65M to $84M.
Where does N.T.E.U. 401(k) Plan rank by assets among Form 5500 filers? ▼
N.T.E.U. 401(k) Plan ranks in the 87th 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 401(k) plans are similar in size to N.T.E.U. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Atlanta Bonded Warehouse Corp 401(k) Retirement Plan in GA ($67M, 927 participants).
Which 401(k) plans cover a similar participant headcount to N.T.E.U. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Whalar 401(k) Plan in NY (134 participants, $6M 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 530244795.

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.