Other · DOL Form 5500 · 2024

United States Naval Academy Alumni Association, Inc. Retirement Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
116
Participants Small participant base
65th
Percentile by assets National rank
$135,553
Avg per participant Near 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

$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.

  • #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.

#6,228
in Other Services (7,719 peers)
+10.0%
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 2024 · DOL Form 5500

$15,724,116 Top 35% higher than 65% 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

United States Naval Academy Alumni Association 403(b) 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. United States Naval Academy Alumni Association 403(b) sits mid-pack in the medium band (116 participants).

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.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 520548411 · United States Naval Academy Alumni Association, Inc. PY 2024 · Other

United States Naval Academy Alumni Association 403(b) · $16M · 116 · 65th

  • ASSETS $16M
  • ASSETS 116
  • ASSETS 65th
  • ASSETS Other
  • ASSETS near Easter Seals Delaware & Marylands Eastern Shore Retirement Plan
  • ASSETS ind #6228

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

Northwood Health Systems, Inc. 403(b) PlanNorthwood Health Systems, In…$16MUnited States Naval Academy Alumni Association 403(b)United States Naval Academy …$16MEaster Seals Delaware & Marylands Eastern Shore Retirement PlanEaster Seals Delaware & Mary…$16MSt. Camillus Residential Health Care Facilities Tax Sheltered Annuity PlanSt. Camillus Residential Hea…$16MWinchendon School 403(b) Retirement PlanWinchendon School 403(b) Ret…$16M
End-of-year total assets ($M) among United States Naval Academy Alumni Association 403(b) and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Maryland filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$1M
Employer EIN520548411
Plan Effective Date2003-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United States Naval Academy Alumni Association, Inc.)

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

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 -20246810 Total assets ($B) Participants United States Naval Academy Alumni Association 403(b), Total assets ($B): 0.015724116 · Participants: 116United States Naval Academy Alumni Association 403(b)Johns Hopkins University 403(b) Plan, Total assets ($B): 8.794780748 · Participants: 25833Johns Hopkins University 403(b) PlanMedstar Health, Inc. Retirement Savings Plan, Total assets ($B): 3.45522718 · Participants: 32983Medstar Health, Inc. Retirement Savings PlanThe Johns Hopkins University Applied Physics Laboratory Pension Plan B, Total assets ($B): 2.989165017 · Participants: 9501The Johns Hopkins University Applied Physics Laboratory Pension Plan BHoward Hughes Medical Institute Retirement Savings Plan, Total assets ($B): 1.966847116 · Participants: 2666Howard Hughes Medical Institute Retirement Savings PlanJohns Hopkins Health System Corporation 403(b) Plan, Total assets ($B): 1.67790317 · Participants: 18810Johns 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 Easter Seals Delaware & Marylands Eastern Shore Retirement Plan in DE ($16M); by covered participants it is Lisner-Louise-Dickson-Hurt Home 403 (B) Plan in DC (116 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (116 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 United States Naval Academy Alumni Association 403(b) assets move in 2024? ▼
United States Naval Academy Alumni Association 403(b) grew at a solid clip - up 10.0% during 2024, from $14M to $16M. Reported net income was $1M.
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 Easter Seals Delaware & Marylands Eastern Shore Retirement Plan in DE ($16M, 351 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 Lisner-Louise-Dickson-Hurt Home 403 (B) Plan in DC (116 participants, $7M 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 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.