Defined Benefit (Pension) · DOL Form 5500 · 2024
National Association of Government Employees and O Retirement Plan
Data updated 2026-05-15
- $23M
- Total assets
- 89
- Participants
- 73th
- Percentile by assets
- $261,955
- Avg per participant
Sponsored by National Association of Government Employees · Massachusetts · Public Administration
What the 2024 filing shows
National Association of Government Employees and O Retirement Plan holds $23M for 89 participants - about $261,955 per participant, above the median plan by assets, up 13.4% over the 2024 plan year.
- $23M
- total plan assets (2024 EOY)
- 89
- covered participants
- 73th
- percentile by assets (of 116,472 plans)
- $261,955
- avg assets per participant
Defined Benefit (Pension) · DOL Form 5500 · 2024
What the Filing Says About National Association of Government Employees and O Retirement Plan
National Association of Government Employees and O Retirement Plan is a Defined Benefit (Pension) retirement plan sponsored by National Association of Government Employees, headquartered in Massachusetts. According to the U.S. Department of Labor's 2024 Form 5500 filing, the plan reports $23M in total end-of-year assets and covers 89 participants across the Public Administration industry. The sponsor's EIN on file with the U.S. Department of Labor is 042209421, and the plan has been effective since 1973-09-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets grew at a solid clip from $21M at the beginning of 2024 to $23M at year-end - up 13.4%. Net assets (after liabilities) closed the year at $23M, with reported net income of $3M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Across the 3 plan years National Association of Government Employees has on file with PlainRetire (2022-2024), sponsor-wide plan assets have moved from $28M to $36M, a gain of 29.6%, while reported participants moved from 184 to 189 (+2.7%). The strongest year on file by total sponsor assets was 2024 at $36M; the softest was 2022 at $28M. Year-by-year, sponsor-wide filings show: 2022 - $28M in assets across 2 plans covering 184 participants; 2023 - $32M in assets across 2 plans covering 180 participants; 2024 - $36M in assets across 2 plans covering 189 participants.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
How the percentile is calculated: we count every plan that filed a 2024 Form 5500 with a reported end-of-year asset figure (116,472 plans), rank National Association of Government Employees and O Retirement Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.
Financial Summary (2024)
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Total Assets (End of Year) | $23M |
| Net Assets (End of Year) | $23M |
| Net Income | $3M |
| Plan Type | Defined Benefit (Pension) |
| Employer EIN | 042209421 |
| Plan Effective Date | 1973-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (National Association of Government Employees)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 184 | $28M |
| 2023 | 2 | 180 | $32M |
| 2024 | 2 | 189 | $36M |
Nearby Defined Benefit (Pension) Plans in Massachusetts
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Liberty Mutual Retirement Benefit Plan $6.3B · 34,910
- Massachusetts Institute of Technology Basic Retirement Plan $5.9B · 12,533
- Massmutual Pension Plan $2.5B · 13,404
- John Hancock Pension Plan $1.9B · 5,193
- The Tjx Companies, Inc Retirement Plan $1.6B · 9,429
Frequently Asked Questions
How much money is in the National Association of Government Employees and O Retirement Plan? ▼
What type of plan is National Association of Government Employees and O Retirement Plan? ▼
Who sponsors the National Association of Government Employees and O Retirement Plan? ▼
How did National Association of Government Employees and O Retirement Plan perform in 2024? ▼
What this filing means
Ways to act on National Association of Government Employees and O Retirement Plan's numbers.
- By total assets, National Association of Government Employees and O Retirement Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Massachusetts. Compare plans
- National Association of Government Employees's sponsor-wide assets have grown 29.6% since 2022 across 3 plan years on file. More Public Administration plans
- A Defined Benefit (Pension) plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types
Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.
Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042209421.
Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology - how this data is sourced, computed, and verified.
Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-15.