Money Purchase · DOL Form 5500 · 2024
National Trust for Historic Preservation in the United States Money Purchase Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 357
- Participants Below avg headcount
- 71st
- Percentile by assets National rank
- $59,231
- Avg per participant Low balance/head
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.
- #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.
- #2,413
- in Arts, Entertainment & Recreation (2,921 peers)
- +6.4%
- assets growth YoY
National Trust for Historic Preservation Defined Contribution Pension Plan's outsized position by total assets
National Trust for Historic Preservation Defined Contribution Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$21,145,434 Top 29% higher than 71% 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 Defined Contribution Pension 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 Defined Contribution Pension Plan sits mid-pack in the medium band (357 participants).
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.
EBSA filing schedule strip
Filing strip 530210807 · National Trust for Historic Preservation in the United States PY 2024 · Money Purchase
National Trust for Historic Preservation Defined Contribution Pension Plan · $21M · 357 · 71st
- PHOTO $21M
- IND 357
- EOY 71st
- 5500 Money Purchase
- ASSETS near Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust
- PCT ind #2413
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 Defined Contribution Pension Plan in the asset neighbourhood
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)
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 Money Purchase Plans in District of Columbia
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- 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
National Trust for Historic Preservation Defined Contribution Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside District of Columbia, the nearest Money Purchase by assets is Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust in MT ($21M); by covered participants it is University Athletic Association, Inc. Employees' Money Purchase Pension in FL (356 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
Similar participant headcount
Nearest other-state filings by covered participants (357 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.