Profit Sharing · DOL Form 5500 · 2024
National Trust for Historic Preservation in the United States Profit Sharing Plan
Data updated 2026-08-25
- $25M
- Total assets Below avg plan size
- 353
- Participants Below avg headcount
- 74th
- Percentile by assets National rank
- $71,391
- Avg per participant Below avg balance/head
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.
- #2,473 in Arts, Entertainment & Recreation (2,921 peers)
Coverage in District of Columbia
National Trust for Historic Preservation in the US 403(b) Plan covers 353 participants in District of Columbia, about 24% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $25M.
- #2,473
- in Arts, Entertainment & Recreation (2,921 peers)
- +11.1%
- assets growth YoY
National Trust for Historic Preservation in the US 403(b) Plan's outsized position by total assets
National Trust for Historic Preservation in the US 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$25,200,880 Top 26% higher than 74% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
National Trust for Historic Preservation in the US 403(b) 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. National Trust for Historic Preservation in the US 403(b) Plan sits mid-pack in the medium band (353 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
Form 5500 schedule snapshot
Filing strip 530210807 · National Trust for Historic Preservation in the United States PY 2024 · Profit Sharing
National Trust for Historic Preservation in the US 403(b) Plan · $25M · 353 · 74th
- PART $25M
- TYPE 353
- NET 74th
- BOOK Profit Sharing
- VS-ST near Servicesource, Inc. 401(a) Retirement Plan
- BOY ind #2473
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 Arts, Entertainment & Recreation retirement plans → · Plans in District of Columbia →
National Trust for Historic Preservation in the US 403(b) Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All National Trust for Historic Preservation in the United States plans reported in each filing year
- Latest sponsor-wide plan assets
- $46M 19.85552988607104% vs 2022
- 2024 filing year
| 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.
- 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
National Trust for Historic Preservation in the US 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount
Outside District of Columbia, the nearest Profit Sharing by assets is Servicesource, Inc. 401(a) Retirement Plan in VA ($25M); by covered participants it is Amcor Defined Contribution Pension Plan for Hourly Employees in WI (353 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (353 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.