Other · DOL Form 5500 · 2023

United States Naval Academy Alumni Association, Inc. Retirement Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets: 95
Participants Small participant base: 66th
Percentile by assets National rank: $150,537
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

$14M in assets, 95 participants

United States Naval Academy Alumni Association, Inc.'s United States Naval Academy Alumni Association 403(b) reported $14M in total assets and 95 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

#6,371 in Other Services (7,857 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 $14M / 95 participants.

#6,371
in Other Services (7,857 peers): +16.4%
assets growth YoY

United States Naval Academy Alumni Association 403(b)'s mid-pack asset rank among Other Services and all filers

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

End-of-year total assets · plan year 2023 · DOL Form 5500

$14,301,031 Top 34% higher than 66% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

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

Plan-year 2023 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 (95 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

United States Naval Academy Alumni Association 403(b) reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
United States Naval Academy Alumni Association 403(b) end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
United States Naval Academy Alumni Association 403(b) reported participants rose from 83 in the plan year 2022 filing to 95 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 520548411 · United States Naval Academy Alumni Association, Inc. PY 2023 · Other

United States Naval Academy Alumni Association 403(b) · $14M · 95 · 66th

IND $14M
IND 95
IND 66th
IND Other
IND near Cold Spring Harbor Laboratory Frozen 403(b) Plan
IND ind #6371

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 →

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 2023.

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

Latest sponsor-wide plan assets: $16M 28.0083427869451% vs 2022; 2024 filing year

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 (2023)

Total Assets (Beginning of Year)	$12M
Net Assets (End of Year)	$14M
Net Income	$2M
Employer EIN	520548411
Plan Effective Date	2003-06-01
Filing Status	FILING 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

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

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 Cold Spring Harbor Laboratory Frozen 403(b) Plan in NY ($14M); by covered participants it is The Charlton School 403(b) Tax Deferred Annuity Plan in NY (95 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Cold Spring Harbor Laboratory Frozen 403(b) Plan (NY) $14M · 28
Employee Benefit Plan of Indiana Legal Services, Inc. (IN) $14M · 163
Codman Square Health Center 403(b) Pension Plan (MA) $14M · 303
Leaders in Our Neighborhood Charter School 403(b) DC Plan (NY) $14M · 188

Similar participant headcount

Nearest other-state filings by covered participants (95 participants); asset peers above are excluded.

The Charlton School 403(b) Tax Deferred Annuity Plan (NY) 95 · 0 off
Amnesty International of the U.S.a., Inc. 403(b) Tda Plan (NY) 95 · 0 off
Bigelow Laboratory for Ocean Sciences Retirement Plan (ME) 95 · 0 off
Sargent Rehabilitation Center Inc DC (RI) 95 · 0 off

DOL Form 5500 plan year 2023. 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 2023? ▼

United States Naval Academy Alumni Association 403(b) grew sharply - up 16.4% during 2023, from $12M to $14M. 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 Cold Spring Harbor Laboratory Frozen 403(b) Plan in NY ($14M, 28 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 (95 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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