UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION 403(B)
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION, INC.
This Profit Sharing plan holds $12M in total assets and serves 83 participants as of 2022. It is sponsored by UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION, INC. in Maryland. The plan reported a net loss of $2M for the year.
What the Filing Says About UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION 403(B)
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION 403(B) is a Profit Sharing retirement plan sponsored by UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION, INC., headquartered in Maryland. As of the 2022 Form 5500 filing, the plan reports $12M in total end-of-year assets and covers 83 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 520548411, and the plan has been effective since 2003-06-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $15M at the beginning of 2022 to $12M at year-end — a decline of 15.4%. Net assets (after liabilities) closed the year at $12M, with reported net income of $-2,235,162 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.
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.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $15M |
| Total Assets (End of Year) | $12M |
| Net Assets (End of Year) | $12M |
| Net Income | $-2,235,162 |
| Plan Type | Profit Sharing |
| Employer EIN | 520548411 |
| Plan Effective Date | 2003-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION, INC.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 83 | $12M |
| 2023 | 1 | 95 | $14M |
| 2024 | 1 | 116 | $16M |
Nearby Profit Sharing Plans in Maryland
Peer Profit Sharing plans — same state, same plan type — ranked by total assets.
- JOHNS HOPKINS UNIVERSITY 403(B) PLAN $7.8B · 25,369
- MEDSTAR HEALTH, INC. RETIREMENT SAVINGS PLAN $3.0B · 31,642
- THE JOHNS HOPKINS UNIVERSITY APPLIED PHYSICS LABORATORY PENSION PLAN B $2.7B · 9,305
- HOWARD HUGHES MEDICAL INSTITUTE RETIREMENT SAVINGS PLAN $1.8B · 2,154
- JOHNS HOPKINS HEALTH SYSTEM CORPORATION 403(B) PLAN $1.4B · 17,639
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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.
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.