Other · DOL Form 5500 · 2024
Board of Trustees of the National Plus Plan Retirement Plan
Data updated 2026-08-11
- $223M
- Total assets
- 35,858
- Participants
- 95th
- Percentile by assets
- $6,222
- Avg per participant
Official DOL plan name: National Plus Plan · Sponsored by Board of Trustees of the National Plus Plan · Rhode Island · Manufacturing
$223M in assets, 35,858 participants
Board of Trustees of the National Plus Plan's National Plus Plan reported $223M in total assets and 35,858 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.
- 95th percentile by assets (of 123,622 plans)
- #16,324 in Manufacturing (17,777 peers)
Coverage in Rhode Island
National Plus Plan covers 35,858 participants in Rhode Island, 25x the typical Rhode Island plan (state average ~1,449 per filing). Assets: $223M.
- $223M
- total plan assets (2024 EOY)
- 35,858
- covered participants
- 95th
- percentile by assets (of 123,622 plans)
- $6,222
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- National Plus Plan reported net income fell from $20M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- National Plus Plan end-of-year assets rose from $208M in the plan year 2023 filing to $223M in the plan year 2024 filing.
Participants vs Rhode Island filers
In Rhode Island, the average filing covers about 1,449 participants across 434 plans. National Plus Plan reports 35,858 participants - 25x that state average ($223M EOY assets).
Rhode Island filing particulars
| Total Assets (Beginning of Year) | $208M |
|---|---|
| Net Assets (End of Year) | $222M |
| Net Income | $15M |
| Employer EIN | 133513611 |
| Plan Effective Date | 1989-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of the National Plus Plan)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 33,717 | $188M |
| 2023 | 1 | 35,858 | $208M |
| 2024 | 1 | 35,858 | $223M |
Nearby Other Plans in Rhode Island
Peer Other plans, same state, same plan type, ranked by total assets.
National Plus Plan vs. nearby Other plans in Rhode Island, assets vs. participants
- Brown University Defined Contribution Legacy Retirement Plan $1.5B · 1,257
- Brown Health 403(b) Retirement Plan $1.3B · 9,054
- Brown University Defined Contribution Deferred Vesting Retirement Plan $974M · 6,202
- Providence College 403(b) Plan $393M · 1,046
- Roger Williams University Retirement Plan $360M · 3,017
Scale composition for National Plus Plan
National Plus Plan reports $223M in end-of-year assets across 35,858 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.038% of 93,925,755 covered participants) - about $6,222 per participant (5% of the national average assets-per-participant) . Net income for plan year 2024 was $15M.
This plan identity (EIN 133513611, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $188M to $223M (+18.9%) while covered participants moved from 33,717 to 35,858 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 33,717 | $188M | Open filing |
| 2023 | 35,858 | $208M | Open filing |
| 2024 · index core | 35,858 | $223M | This page |
Similar-Sized Other Plans Nationally
Other plans in other states closest to National Plus Plan by total assets, not by location.
- Wentworth Institute of Technology 403(b) Plan (MA) $223M · 930
- Choate Rosemary Hall Foundation, Inc. DC Retirement Plan (CT) $223M · 339
- Le Moyne College 403(b) Plan (NY) $223M · 1,023
- Shepherd Center 403(b) Retirement Savings Plan (GA) $224M · 1,820
Frequently Asked Questions
How did National Plus Plan assets move in 2024? ▼
How have Board of Trustees of the National Plus Plan plan assets changed over time? ▼
Where does National Plus Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to National Plus Plan? ▼
Next read for National Plus Plan
Filing takeaways
Ways to act on National Plus Plan's numbers.
- By total assets, National Plus Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Rhode Island. Compare plans
- Board of Trustees of the National Plus Plan's sponsor-wide assets have grown 18.9% since 2022 across 3 plan years on file. More Manufacturing plans