Other · DOL Form 5500 · 2022

United States Naval Academy Alumni Association, Inc. Retirement Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
83
Participants Small participant base
69th
Percentile by assets National rank
$147,996
Avg per participant Above avg balance/head
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Official DOL plan name: United States Naval Academy Alumni Association 403(b) · Sponsored by United States Naval Academy Alumni Association, Inc. · Maryland · Other Services

$12M in assets, 83 participants

United States Naval Academy Alumni Association, Inc.'s United States Naval Academy Alumni Association 403(b) reported $12M in total assets and 83 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #6,900 in Other Services (8,398 peers)

United States Naval Academy Alumni Association, Inc. multi-year trail

United States Naval Academy Alumni Association, Inc.'s plans moved +28.0% in assets from 2022 to 2024; this filing shows United States Naval Academy Alumni Association 403(b) at $12M / 83 participants.

#6,900
in Other Services (8,398 peers)
-15.4%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

United States Naval Academy Alumni Association 403(b)'s outsized position by total assets

United States Naval Academy Alumni Association 403(b) vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$12,283,665 Top 31% higher than 69% of 139,123 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 2022

United States Naval Academy Alumni Association 403(b) among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. United States Naval Academy Alumni Association 403(b) is a small filing (83 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 520548411 · United States Naval Academy Alumni Association, Inc. PY 2022 · Other

United States Naval Academy Alumni Association 403(b) · $12M · 83 · 69th

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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 Maryland →

United States Naval Academy Alumni Association 403(b) in the asset neighbourhood

Opportunity Partners Retirement PlanOpportunity Partners Retirem…$12MUnited States Naval Academy Alumni Association 403(b)United States Naval Academy …$12MEmployee Benefit Plan of Indiana Legal Services, Inc.Employee Benefit Plan of Ind…$12MMedic Ems Retirement Plan$12MThe Root Center for Advanced Recovery 403(b) PlanThe Root Center for Advanced…$12M
End-of-year total assets ($M) among United States Naval Academy Alumni Association 403(b) and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

United States Naval Academy Alumni Association, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All United States Naval Academy Alumni Association, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 28.0083427869451% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $12.3M $15.7M ▲ +28.0%
Year Plans Participants Total Assets
2022 1 83 $12M
2023 1 95 $14M
2024 1 116 $16M

United States Naval Academy Alumni Association, Inc. filing trail (2022)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$12M
Net Income-$2M
Employer EIN520548411
Plan Effective Date2003-06-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Maryland

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

United States Naval Academy Alumni Association 403(b) vs. nearby Other plans in Maryland, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants United States Naval Academy Alumni Association 403(b), Total assets ($B): 0.012283665 · Participants: 83United States Naval Academy Alumni Association 403(b)Johns Hopkins University 403(b) Plan, Total assets ($B): 6.730860814 · Participants: 26366Johns Hopkins University 403(b) PlanThe Johns Hopkins University Applied Physics Laboratory Pension Plan B, Total assets ($B): 2.472267119 · Participants: 8736The Johns Hopkins University Applied Physics Laboratory Pension Plan BMedstar Health, Inc. Retirement Savings Plan, Total assets ($B): 2.442412638 · Participants: 30441Medstar Health, Inc. Retirement Savings PlanHoward Hughes Medical Institute Retirement Savings Plan, Total assets ($B): 1.577982767 · Participants: 2041Howard Hughes Medical Institute Retirement Savings PlanJohns Hopkins Health System Corporation 403(b) Plan, Total assets ($B): 1.212382944 · Participants: 17244Johns Hopkins Health System Corporation 403(b) Plan
United States Naval Academy Alumni Association 403(b) vs. nearby Other plans in Maryland, assets vs. participants
Compare United States Naval Academy Alumni Association 403(b) side-by-side with 3 peers →

United States Naval Academy Alumni Association 403(b)'s out-of-state Other peers by assets and headcount

Outside Maryland, the nearest Other by assets is Employee Benefit Plan of Indiana Legal Services, Inc. in IN ($12M); by covered participants it is The Charlton School 403(b) Tax Deferred Annuity Plan in NY (83 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (83 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did United States Naval Academy Alumni Association 403(b) assets move in 2022? ▼
United States Naval Academy Alumni Association 403(b) declined sharply - down 15.4% during 2022, from $15M to $12M. Reported net income was -$2M.
How have United States Naval Academy Alumni Association, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United States Naval Academy Alumni Association, Inc.'s sponsor-wide assets grew 28.0%, from $12M to $16M.
Which Other plans are similar in size to United States Naval Academy Alumni Association 403(b)? ▼
Among Other plans in other states, the closest by assets is Employee Benefit Plan of Indiana Legal Services, Inc. in IN ($12M, 162 participants).
Which Other plans cover a similar participant headcount to United States Naval Academy Alumni Association 403(b)? ▼
Among Other plans in other states, the closest by covered participants is The Charlton School 403(b) Tax Deferred Annuity Plan in NY (83 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 520548411.

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.