Defined Benefit (Pension) · DOL Form 5500 · 2024
The National Education Association Pension Plan
Data updated 2026-08-25
- $910M
- Total assets Above avg plan size
- 988
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $920,967
- Avg per participant High balance/head
Official DOL plan name: Employees' Retirement Plan of the National Education Association · Sponsored by The National Education Association · District of Columbia · Other Services
$910M in assets, 988 participants
The National Education Association's Employees' Retirement Plan of the National Education Association reported $910M in total assets and 988 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #7,696 in Other Services (7,719 peers)
Where Employees' Retirement Plan of the National Education Association sits by assets
Employees' Retirement Plan of the National Education Association sits in the top 5% of all filed plans by assets, $910M for 988 participants (~$920,967/participant), up 3.3% in 2024.
- #7,696
- in Other Services (7,719 peers)
- +3.3%
- assets growth YoY
- 9.1×
- vs typical plan assets (national mean)
Employees' Retirement Plan of the National Education Association's outsized position by total assets
Employees' Retirement Plan of the National Education Association vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$909,915,765 Top 2% higher than 98% 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
Employees' Retirement Plan of the National Education Association 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. Employees' Retirement Plan of the National Education Association sits mid-pack in the medium band (988 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Employees' Retirement Plan of the National Education Association reported net income fell from $51M in the plan year 2023 filing to $33M in the plan year 2024 filing.
- Employees' Retirement Plan of the National Education Association end-of-year assets rose from $881M in the plan year 2023 filing to $910M in the plan year 2024 filing.
- Employees' Retirement Plan of the National Education Association reported participants rose from 969 in the plan year 2023 filing to 988 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 530115260 · The National Education Association PY 2024 · Defined Benefit (Pension)
Employees' Retirement Plan of the National Education Association · $910M · 988 · 98th
- IND $910M
- EOY 988
- 5500 98th
- ASSETS Defined Benefit (Pension)
- PCT near Advance Pension Plan
- EIN ind #7696
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 →
Employees' Retirement Plan of the National Education Association in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $881M |
|---|---|
| Net Assets (End of Year) | $901M |
| Net Income | $33M |
| Employer EIN | 530115260 |
| Plan Effective Date | 1959-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The National Education Association)
Sponsor-wide plan assets over time
All The National Education Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.2B 9.774366981065484% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,411 | $1.1B |
| 2023 | 2 | 1,406 | $1.1B |
| 2024 | 2 | 1,435 | $1.2B |
Nearby Defined Benefit (Pension) Plans in District of Columbia
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central Pension Fund of the Iuoe & Participating Employers $27.4B · 103,525
- Iam National Pension Fund $15.0B · 102,493
- United Mine Workers of America 1974 Pension Plan $3.8B · 58
- Liuna Staff and Affiliates Pension Fund $1.9B · 3,559
- Bricklayers & Trowel Trades International Pension Fund $1.9B · 27,474
Employees' Retirement Plan of the National Education Association's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside District of Columbia, the nearest Defined Benefit (Pension) by assets is Advance Pension Plan in NY ($911M); by covered participants it is Medtronic Retirement Plan in MN (990 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($910M here).
- Advance Pension Plan (NY) $911M · 626
- Nationwide Retirement Plan - Account Balance (OH) $908M · 18,007
- Lockheed Martin Corporation Pension Plan for Employees in Participating Bargaining Units (MD) $908M · 894
- Mondelez Global LLC Retirement Plan (IL) $914M · 2,097
Similar participant headcount
Nearest other-state filings by covered participants (988 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.