Money Purchase · DOL Form 5500 · 2024
National Trust for Historic Preservation in the United States Money Purchase Plan
Data updated 2026-08-11
- $21M
- Total assets
- 357
- Participants
- 71st
- Percentile by assets
- $59,231
- Avg per participant
Official DOL plan name: National Trust for Historic Preservation Defined Contribution Pension Plan · Sponsored by National Trust for Historic Preservation in the United States · District of Columbia · Arts, Entertainment & Recreation
$21M in assets, 357 participants
National Trust for Historic Preservation in the United States's National Trust for Historic Preservation Defined Contribution Pension Plan reported $21M in total assets and 357 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.
- 71st percentile by assets (of 123,622 plans)
- #2,413 in Arts, Entertainment & Recreation (2,921 peers)
Coverage in District of Columbia
National Trust for Historic Preservation Defined Contribution Pension Plan covers 357 participants in District of Columbia, about 25% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $21M.
- $21M
- total plan assets (2024 EOY)
- 357
- covered participants
- 71st
- percentile by assets (of 123,622 plans)
- $59,231
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- National Trust for Historic Preservation Defined Contribution Pension Plan reported participants rose from 312 in the plan year 2023 filing to 357 in the plan year 2024 filing.
- National Trust for Historic Preservation Defined Contribution Pension Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- National Trust for Historic Preservation Defined Contribution Pension Plan end-of-year assets rose from $20M in the plan year 2023 filing to $21M 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. National Trust for Historic Preservation Defined Contribution Pension Plan reports 357 participants - about 25% of that state average ($21M EOY assets).
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $1M |
| Employer EIN | 530210807 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (National Trust for Historic Preservation in the United States)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 538 | $39M |
| 2023 | 2 | 624 | $43M |
| 2024 | 2 | 710 | $46M |
Nearby Money Purchase Plans in District of Columbia
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
National Trust for Historic Preservation Defined Contribution Pension 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 National Trust for Historic Preservation Defined Contribution Pension Plan by total assets, not by location.
Frequently Asked Questions
How did National Trust for Historic Preservation Defined Contribution Pension Plan assets move in 2024? ▼
How have National Trust for Historic Preservation in the United States plan assets changed over time? ▼
Which Money Purchase plans are similar in size to National Trust for Historic Preservation Defined Contribution Pension Plan? ▼
Next read for National Trust for Historic Preservation…
Filing takeaways
Ways to act on National Trust for Historic Preservation Defined Contribution Pension Plan's numbers.
- By total assets, National Trust for Historic Preservation Defined Contribution Pension 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 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