Other · DOL Form 5500 · 2024

National Audubon Society Inc Retirement Plan

Data updated 2026-08-25

$140M
Total assets Near avg plan size
755
Participants Near avg headcount
93rd
Percentile by assets National rank
$184,810
Avg per participant Above avg balance/head
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Official DOL plan name: National Audubon Society Tax Deferred Annuity Plan · Sponsored by National Audubon Society Inc · New York · Other Services

$140M in assets, 755 participants

National Audubon Society Inc's National Audubon Society Tax Deferred Annuity Plan reported $140M in total assets and 755 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #7,534 in Other Services (7,719 peers)

Where National Audubon Society Tax Deferred Annuity Plan sits by assets

National Audubon Society Tax Deferred Annuity Plan sits in the top 10% of all filed plans by assets, $140M for 755 participants (~$184,810/participant), up 17.1% in 2024.

#7,534
in Other Services (7,719 peers)
+17.1%
assets growth YoY
1.4×
vs typical plan assets (national mean)

National Audubon Society Tax Deferred Annuity Plan's outsized position by total assets

National Audubon Society Tax Deferred Annuity Plan vs every filed plan by assets

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

$139,531,723 Top 7% higher than 93% 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 Audubon Society Tax Deferred Annuity 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 Audubon Society Tax Deferred Annuity Plan sits mid-pack in the medium band (755 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • National Audubon Society Tax Deferred Annuity Plan end-of-year assets rose from $119M in the plan year 2023 filing to $140M in the plan year 2024 filing.
  • National Audubon Society Tax Deferred Annuity Plan reported participants rose from 711 in the plan year 2023 filing to 755 in the plan year 2024 filing.
  • National Audubon Society Tax Deferred Annuity Plan reported net income fell from $21M in the plan year 2023 filing to $20M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 131624102 · National Audubon Society Inc PY 2024 · Other

National Audubon Society Tax Deferred Annuity Plan · $140M · 755 · 93rd

  • TYPE $140M
  • NET 755
  • BOOK 93rd
  • VS-ST Other
  • BOY near Davidson College Tax-Deferred Annuity Plan
  • SCH ind #7534

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 New York →

National Audubon Society Tax Deferred Annuity Plan in the asset neighbourhood

Davidson College Tax-Deferred Annuity PlanDavidson College Tax-Deferre…$140MNational Audubon Society Tax Deferred Annuity PlanNational Audubon Society Tax…$140MScripps College Academic Retirement PlanScripps College Academic Ret…$139MChildren's Hospital Pediatric Associates, Inc. Defined Contribution Retirement PlanChildren's Hospital Pediatri…$139MThe College of St. Scholastica 403(b) Retirement PlanThe College of St. Scholasti…$138M
End-of-year total assets ($M) among National Audubon Society Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$119M
Net Assets (End of Year)$140M
Net Income$20M
Employer EIN131624102
Plan Effective Date1990-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Audubon Society Inc)

Sponsor-wide plan assets over time

All National Audubon Society Inc plans reported in each filing year

Latest sponsor-wide plan assets
$148M 37.93810210055956% vs 2022
2024 filing year
$100M$120M$140M$160M 202220232024 $108M $148M ▲ +37.9%
Year Plans Participants Total Assets
2022 2 770 $108M
2023 2 779 $129M
2024 2 816 $148M

Nearby Other Plans in New York

Peer Other plans, same state, same plan type, ranked by total assets.

National Audubon Society Tax Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants National Audubon Society Tax Deferred Annuity Plan, Total assets ($B): 0.139531723 · Participants: 755National Audubon Society Tax Deferred Annuity PlanNorthwell Health 403(b) Plan, Total assets ($B): 10.919546292 · Participants: 44511Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 9.49390479 · Participants: 46826The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 8.002376506 · Participants: 30335University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 6.449166101 · Participants: 22606Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.643469898 · Participants: 14399Retirement Plan for Officers of Columbia University
National Audubon Society Tax Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants
Compare National Audubon Society Tax Deferred Annuity Plan side-by-side with 3 peers →

National Audubon Society Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Davidson College Tax-Deferred Annuity Plan in NC ($140M); by covered participants it is Phillips Academy Retirement Plan in MA (756 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (755 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 Audubon Society Tax Deferred Annuity Plan assets move in 2024? ▼
National Audubon Society Tax Deferred Annuity Plan grew sharply - up 17.1% during 2024, from $119M to $140M. Reported net income was $20M.
How have National Audubon Society Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Audubon Society Inc's sponsor-wide assets grew 37.9%, from $108M to $148M.
Where does National Audubon Society Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
National Audubon Society Tax Deferred Annuity Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to National Audubon Society Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Davidson College Tax-Deferred Annuity Plan in NC ($140M, 392 participants).
Which Other plans cover a similar participant headcount to National Audubon Society Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Phillips Academy Retirement Plan in MA (756 participants, $349M 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 131624102.

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.