401(k) · DOL Form 5500 · 2024

National Education Association of the United States 401(k) Plan

Data updated 2026-08-25

$245M
Total assets Near avg plan size
447
Participants Below avg headcount
95th
Percentile by assets National rank
$549,160
Avg per participant High balance/head
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Official DOL plan name: National Education Association 401(k) Retirement Savings Plan · Sponsored by National Education Association of the United States · District of Columbia · Other Services

$245M in assets, 447 participants

National Education Association of the United States's National Education Association 401(k) Retirement Savings Plan reported $245M in total assets and 447 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #7,614 in Other Services (7,719 peers)

Coverage in District of Columbia

National Education Association 401(k) Retirement Savings Plan covers 447 participants in District of Columbia, about 31% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $245M.

#7,614
in Other Services (7,719 peers)
+5.3%
assets growth YoY
2.5×
vs typical plan assets (national mean)

National Education Association 401(k) Retirement Savings Plan's outsized position by total assets

National Education Association 401(k) Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$245,474,615 Top 5% higher than 95% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

National Education Association 401(k) Retirement Savings 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 Education Association 401(k) Retirement Savings Plan sits mid-pack in the medium band (447 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • National Education Association 401(k) Retirement Savings Plan reported net income fell from $25M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • National Education Association 401(k) Retirement Savings Plan end-of-year assets rose from $233M in the plan year 2023 filing to $245M in the plan year 2024 filing.
  • National Education Association 401(k) Retirement Savings Plan reported participants rose from 437 in the plan year 2023 filing to 447 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 530115260 · National Education Association of the United States PY 2024 · 401(k)

National Education Association 401(k) Retirement Savings Plan · $245M · 447 · 95th

  • RANK $245M
  • PHOTO 447
  • IND 95th
  • EOY 401(k)
  • 5500 near Energysolutions, LLC 401(k) Profit Sharing Plan
  • ASSETS ind #7614

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 Other Services retirement plans → · Plans in District of Columbia →

National Education Association 401(k) Retirement Savings Plan in the asset neighbourhood

My Savings Plan (Union)$246MEnergysolutions, LLC 401(k) Profit Sharing PlanEnergysolutions, LLC 401(k) …$245MNational Education Association 401(k) Retirement Savings PlanNational Education Associati…$245MTrimark Retirement Savings PlanTrimark Retirement Savings P…$245MHma Group Holdings, LLC 401(k) PlanHma Group Holdings, LLC 401(…$245M
End-of-year total assets ($M) among National Education Association 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

District of Columbia filing particulars

Total Assets (Beginning of Year)$233M
Net Assets (End of Year)$245M
Net Income$12M
Employer EIN530115260
Plan Effective Date1985-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Education Association of the United States)

Sponsor-wide plan assets over time

All National Education Association of the United States plans reported in each filing year

Latest sponsor-wide plan assets
$1.2B 9.774366981065484% vs 2022
2024 filing year
$1B$1.05B$1.1B$1.15B$1.2B 202220232024 $1.05B $1.16B ▲ +10.5%
Year Plans Participants Total Assets
2022 2 1,411 $1.1B
2023 2 1,406 $1.1B
2024 2 1,435 $1.2B

Nearby 401(k) Plans in District of Columbia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

National Education Association 401(k) Retirement Savings Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants National Education Association 401(k) Retirement Savings Plan, Total assets ($B): 0.245474615 · Participants: 447National Education Association 401(k) Retirement Savings PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 6.46217777 · Participants: 23090Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 6.227697332 · Participants: 30641Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 4.602350192 · Participants: 8108Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.487396082 · Participants: 4201Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.905912868 · Participants: 1973Hogan Lovells US LLP Retirement Savings Plan
National Education Association 401(k) Retirement Savings Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants

National Education Association 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Energysolutions, LLC 401(k) Profit Sharing Plan in UT ($245M); by covered participants it is Natural Delights 401(k) Plan in AZ (447 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($245M here).

Similar participant headcount

Nearest other-state filings by covered participants (447 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.

Frequently Asked Questions

How did National Education Association 401(k) Retirement Savings Plan assets move in 2024?
National Education Association 401(k) Retirement Savings Plan grew at a solid clip - up 5.3% during 2024, from $233M to $245M. Reported net income was $12M.
How have National Education Association of the United States plan assets changed over time?
Across 3 plan years on file (2022-2024), National Education Association of the United States's sponsor-wide assets grew 9.8%, from $1.1B to $1.2B.
Where does National Education Association 401(k) Retirement Savings Plan rank by assets among Form 5500 filers?
National Education Association 401(k) Retirement Savings Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to National Education Association 401(k) Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Energysolutions, LLC 401(k) Profit Sharing Plan in UT ($245M, 1,321 participants).
Which 401(k) plans cover a similar participant headcount to National Education Association 401(k) Retirement Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Natural Delights 401(k) Plan in AZ (447 participants, $5M in assets).