Money Purchase · DOL Form 5500 · 2024
National Treasury Employees Union Money Purchase Plan
Data updated 2026-08-11
- $17M
- Total assets
- 126
- Participants
- 67th
- Percentile by assets
- $136,431
- Avg per participant
Official DOL plan name: N.T.E.U. Money Purchase Plan · Sponsored by National Treasury Employees Union · District of Columbia · Other Services
$17M in assets, 126 participants
National Treasury Employees Union's N.T.E.U. Money Purchase Plan reported $17M in total assets and 126 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.
- 67th percentile by assets (of 123,622 plans)
- #6,311 in Other Services (7,719 peers)
Coverage in District of Columbia
N.T.E.U. Money Purchase Plan covers 126 participants in District of Columbia, about 9% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $17M.
- $17M
- total plan assets (2024 EOY)
- 126
- covered participants
- 67th
- percentile by assets (of 123,622 plans)
- $136,431
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- N.T.E.U. Money Purchase Plan reported net income rose from $847K in the plan year 2023 filing to $2M in the plan year 2024 filing.
- N.T.E.U. Money Purchase Plan end-of-year assets rose from $15M in the plan year 2023 filing to $17M in the plan year 2024 filing.
Participants vs District of Columbia filers
In District of Columbia, the average filing covers about 1,456 participants across 881 plans. N.T.E.U. Money Purchase Plan reports 126 participants - about 9% of that state average ($17M EOY assets).
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $2M |
| Employer EIN | 530244795 |
| Plan Effective Date | 2000-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (National Treasury Employees Union)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 254 | $65M |
| 2023 | 2 | 258 | $72M |
| 2024 | 2 | 260 | $84M |
Nearby Money Purchase Plans in District of Columbia
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
N.T.E.U. Money Purchase Plan vs. nearby Money Purchase plans in District of Columbia, assets vs. participants
- Aura, Inc. Money Purchase Pension Plan and Trust $428M · 1,531
- Nas Primary Retirement Plan $398M · 1,200
- Carnegie Institution of Washington Retirement Plan $242M · 514
- National Democratic Institute for International Affairs Money Purchase Pension Plan $64M · 309
- Nfl Players Association Money Purchase Pension Plan and Trust $57M · 99
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to N.T.E.U. Money Purchase Plan by total assets, not by location.
Frequently Asked Questions
How did N.T.E.U. Money Purchase Plan assets move in 2024? ▼
How have National Treasury Employees Union plan assets changed over time? ▼
Which Money Purchase plans are similar in size to N.T.E.U. Money Purchase Plan? ▼
Next read for N.T.E.U. Money Purchase Plan
Filing takeaways
Ways to act on N.T.E.U. Money Purchase Plan's numbers.
- By total assets, N.T.E.U. Money Purchase Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in District of Columbia. Compare plans
- National Treasury Employees Union's sponsor-wide assets have grown 30.5% since 2022 across 3 plan years on file. More Other Services plans