401(k) · DOL Form 5500 · 2024

National Association of Social Workers, Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
204
Participants Below avg headcount
72nd
Percentile by assets National rank
$109,203
Avg per participant Below avg balance/head
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Official DOL plan name: N.a.S.W. Employees 401(k) Benefit Plan · Sponsored by National Association of Social Workers, Inc. · District of Columbia · Other Services

$22M in assets, 204 participants

National Association of Social Workers, Inc.'s N.a.S.W. Employees 401(k) Benefit Plan reported $22M in total assets and 204 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #6,559 in Other Services (7,719 peers)

Coverage in District of Columbia

N.a.S.W. Employees 401(k) Benefit Plan covers 204 participants in District of Columbia, about 14% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $22M.

#6,559
in Other Services (7,719 peers)
+5.6%
assets growth YoY

N.a.S.W. Employees 401(k) Benefit Plan's outsized position by total assets

N.a.S.W. Employees 401(k) Benefit Plan vs every filed plan by assets

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

$22,277,494 Top 28% higher than 72% 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

N.a.S.W. Employees 401(k) Benefit 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. N.a.S.W. Employees 401(k) Benefit Plan sits mid-pack in the medium band (204 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • N.a.S.W. Employees 401(k) Benefit Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • N.a.S.W. Employees 401(k) Benefit Plan end-of-year assets rose from $21M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • N.a.S.W. Employees 401(k) Benefit Plan reported participants fell from 207 in the plan year 2023 filing to 204 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 135643515 · National Association of Social Workers, Inc. PY 2024 · 401(k)

N.a.S.W. Employees 401(k) Benefit Plan · $22M · 204 · 72nd

  • PHOTO $22M
  • IND 204
  • EOY 72nd
  • 5500 401(k)
  • ASSETS near United Methodist Homes 401(k) Plan
  • PCT ind #6559

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 →

N.a.S.W. Employees 401(k) Benefit Plan in the asset neighbourhood

N.a.S.W. Employees 401(k) Benefit PlanN.a.S.W. Employees 401(k) Be…$22MUnited Methodist Homes 401(k) PlanUnited Methodist Homes 401(k…$22MCwpm, LLC 401(k) Profit Sharing PlanCwpm, LLC 401(k) Profit Shar…$22MEntech Engineering, Inc. 401(k) PlanEntech Engineering, Inc. 401…$22MBowflex Inc. 401(k) Savings PlanBowflex Inc. 401(k) Savings …$22M
End-of-year total assets ($M) among N.a.S.W. Employees 401(k) Benefit Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

District of Columbia filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$22M
Net Income$1M
Employer EIN135643515
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Association of Social Workers, Inc.)

Sponsor-wide plan assets over time

All National Association of Social Workers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 12.550396976762398% vs 2022
2024 filing year
$19M$20M$21M$22M$23M 202220232024 $19.8M $22.3M ▲ +12.6%
Year Plans Participants Total Assets
2022 1 205 $20M
2023 1 207 $21M
2024 1 204 $22M

Nearby 401(k) Plans in District of Columbia

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

N.a.S.W. Employees 401(k) Benefit Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants N.a.S.W. Employees 401(k) Benefit Plan, Total assets ($B): 0.022277494 · Participants: 204N.a.S.W. Employees 401(k) Benefit 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
N.a.S.W. Employees 401(k) Benefit Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare N.a.S.W. Employees 401(k) Benefit Plan side-by-side with 3 peers →

N.a.S.W. Employees 401(k) Benefit Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is United Methodist Homes 401(k) Plan in CT ($22M); by covered participants it is S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan in VA (204 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (204 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 N.a.S.W. Employees 401(k) Benefit Plan assets move in 2024? ▼
N.a.S.W. Employees 401(k) Benefit Plan grew at a solid clip - up 5.6% during 2024, from $21M to $22M. Reported net income was $1M.
How have National Association of Social Workers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Association of Social Workers, Inc.'s sponsor-wide assets grew 12.6%, from $20M to $22M.
Which 401(k) plans are similar in size to N.a.S.W. Employees 401(k) Benefit Plan? ▼
Among 401(k) plans in other states, the closest by assets is United Methodist Homes 401(k) Plan in CT ($22M, 419 participants).
Which 401(k) plans cover a similar participant headcount to N.a.S.W. Employees 401(k) Benefit Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan in VA (204 participants, $41M in assets).

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 135643515.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.