Profit Sharing · DOL Form 5500 · 2024

National Trust for Historic Preservation in the United States Profit Sharing Plan

Data updated 2026-07-24

$25M
Total assets: 353
Participants: 74th
Percentile by assets: $71,391
Avg per participant

Official DOL plan name: National Trust for Historic Preservation in the US 403(b) Plan · Sponsored by National Trust for Historic Preservation in the United States · District of Columbia · Arts, Entertainment & Recreation

$25M in assets, 353 participants

National Trust for Historic Preservation in the United States's National Trust for Historic Preservation in the US 403(b) Plan reported $25M in total assets and 353 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

74th percentile by assets (of 116,472 plans)

Coverage in District of Columbia

National Trust for Historic Preservation in the US 403(b) Plan covers 353 participants in District of Columbia, about 23% of the average District of Columbia filer (state average ~1,541 per filing). Assets: $25M.

$25M
total plan assets (2024 EOY): 353
covered participants: 74th
percentile by assets (of 116,472 plans): $71,391
avg assets per participant

National Trust for Historic Preservation in the US 403(b) Plan reported participants rose from 312 in the plan year 2023 filing to 353 in the plan year 2024 filing.
National Trust for Historic Preservation in the US 403(b) Plan end-of-year assets rose from $23M in the plan year 2023 filing to $25M in the plan year 2024 filing.
National Trust for Historic Preservation in the US 403(b) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

District of Columbia

Industry

Arts, Entertainment & Recreation

Participants vs District of Columbia filers

In District of Columbia, the average filing covers about 1,541 participants across 821 plans. National Trust for Historic Preservation in the US 403(b) Plan reports 353 participants - about 23% of that state average ($25M EOY assets).

District of Columbia filing particulars

Total Assets (Beginning of Year)	$23M
Net Assets (End of Year)	$25M
Net Income	$3M
Employer EIN	530210807
Plan Effective Date	2007-02-01
Filing Status	FILING RECEIVED

Sponsor Plan History (National Trust for Historic Preservation in the United States)

Total plan assets by year, all National Trust for Historic Preservation in the United States plans on file

Year	Plans	Participants	Total Assets
2022	2	538	$39M
2023	2	624	$43M
2024	2	710	$46M

Nearby Profit Sharing Plans in District of Columbia

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

National Trust for Historic Preservation in the US 403(b) Plan vs. nearby Profit Sharing plans in District of Columbia, assets vs. participants

I.a.M. National Plan $972M · 33,236
Arentfox Schiff Profit Sharing Plan $297M · 708
Williams & Connolly LLP Profit Sharing Plan and Trust $283M · 702
Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst. $193M · 555
World Resources Institute Pension Plan $127M · 684

Compare National Trust for Historic Preservation… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to National Trust for Historic Preservation in the US 403(b) Plan by total assets, not by location.

Servicesource, Inc. 401(a) Retirement Plan (VA) $25M · 1,302
Arc Excess & Surplus, LLC Retirement Plan (NY) $25M · 168
Robin Hood 401(a) Employer Contribution Plan (NY) $25M · 110
Star's Edge, Inc. Profit Sharing Plan (FL) $25M · 12

Frequently Asked Questions

How did National Trust for Historic Preservation in the US 403(b) Plan assets move in 2024? ▼

National Trust for Historic Preservation in the US 403(b) Plan grew at a solid clip - up 11.1% during 2024, from $23M to $25M. Reported net income was $3M.

How have National Trust for Historic Preservation in the United States plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), National Trust for Historic Preservation in the United States's sponsor-wide assets grew 19.9%, from $39M to $46M.

Which Profit Sharing plans are similar in size to National Trust for Historic Preservation in the US 403(b) Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Servicesource, Inc. 401(a) Retirement Plan in VA ($25M, 1,302 participants).

Next read for National Trust for Historic Preservation…

Filing takeaways

Ways to act on National Trust for Historic Preservation in the US 403(b) Plan's numbers.

By total assets, National Trust for Historic Preservation in the US 403(b) Plan ranks above the median plan by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in District of Columbia. Compare plans
National Trust for Historic Preservation in the United States's sponsor-wide assets have grown 19.9% since 2022 across 3 plan years on file. More Arts, Entertainment & Recreation plans

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 530210807.

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.