Other · DOL Form 5500 · 2024
United States Naval Academy Alumni Association, Inc. Retirement Plan
Data updated 2026-08-11
- $16M
- Total assets
- 116
- Participants
- 65th
- Percentile by assets
- $135,553
- Avg per participant
Official DOL plan name: United States Naval Academy Alumni Association 403(b) · Sponsored by United States Naval Academy Alumni Association, Inc. · Maryland · Other Services
$16M in assets, 116 participants
United States Naval Academy Alumni Association, Inc.'s United States Naval Academy Alumni Association 403(b) reported $16M in total assets and 116 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.
- 65th percentile by assets (of 123,622 plans)
- #6,228 in Other Services (7,719 peers)
Coverage in Maryland
United States Naval Academy Alumni Association 403(b) covers 116 participants in Maryland, about 12% of the average Maryland filer (state average ~929 per filing). Assets: $16M.
- $16M
- total plan assets (2024 EOY)
- 116
- covered participants
- 65th
- percentile by assets (of 123,622 plans)
- $135,553
- avg assets per participant
Where United States Naval Academy Alumni Association 403(b) sits by total assets
United States Naval Academy Alumni Association 403(b) vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,724,116 Top 35% higher than 65% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- United States Naval Academy Alumni Association 403(b) reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- United States Naval Academy Alumni Association 403(b) reported participants rose from 95 in the plan year 2023 filing to 116 in the plan year 2024 filing.
- United States Naval Academy Alumni Association 403(b) end-of-year assets rose from $14M in the plan year 2023 filing to $16M in the plan year 2024 filing.
Participants vs Maryland filers
In Maryland, the average filing covers about 929 participants across 2,484 plans. United States Naval Academy Alumni Association 403(b) reports 116 participants - about 12% of that state average ($16M EOY assets).
Maryland filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $1M |
| 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 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 $8.8B · 25,833
- Medstar Health, Inc. Retirement Savings Plan $3.5B · 32,983
- The Johns Hopkins University Applied Physics Laboratory Pension Plan B $3.0B · 9,501
- Howard Hughes Medical Institute Retirement Savings Plan $2.0B · 2,666
- Johns Hopkins Health System Corporation 403(b) Plan $1.7B · 18,810
Similar-Sized Other Plans Nationally
Other plans in other states closest to United States Naval Academy Alumni Association 403(b) by total assets, not by location.
Frequently Asked Questions
How did United States Naval Academy Alumni Association 403(b) assets move in 2024? ▼
How have United States Naval Academy Alumni Association, Inc. plan assets changed over time? ▼
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Filing takeaways
Ways to act on United States Naval Academy Alumni Association 403(b)'s numbers.
- By total assets, United States Naval Academy Alumni Association 403(b) ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Maryland. Compare plans
- United States Naval Academy Alumni Association, Inc.'s sponsor-wide assets have grown 28.0% since 2022 across 3 plan years on file. More Other Services plans