Money Purchase · DOL Form 5500 · 2024

Ocean Conservancy, Inc. Money Purchase Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
164
Participants Small participant base
61st
Percentile by assets National rank
$79,305
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ocean Conservancy 401(a) DC Plan · Sponsored by Ocean Conservancy, Inc. · District of Columbia · Other Services

$13M in assets, 164 participants

Ocean Conservancy, Inc.'s Ocean Conservancy 401(a) DC Plan reported $13M in total assets and 164 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #6,041 in Other Services (7,719 peers)

Coverage in District of Columbia

Ocean Conservancy 401(a) DC Plan covers 164 participants in District of Columbia, about 11% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $13M.

#6,041
in Other Services (7,719 peers)
+7.5%
assets growth YoY

Ocean Conservancy 401(a) DC Plan's mid-pack asset rank among Other Services and all filers

Ocean Conservancy 401(a) DC Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$13,005,999 Top 39% higher than 61% 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

Ocean Conservancy 401(a) DC Plan 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. Ocean Conservancy 401(a) DC Plan sits mid-pack in the medium band (164 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ocean Conservancy 401(a) DC Plan reported net income fell from $2M in the plan year 2023 filing to $903K in the plan year 2024 filing.
  • Ocean Conservancy 401(a) DC Plan reported participants rose from 130 in the plan year 2023 filing to 164 in the plan year 2024 filing.
  • Ocean Conservancy 401(a) DC Plan end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 237245152 · Ocean Conservancy, Inc. PY 2024 · Money Purchase

Ocean Conservancy 401(a) DC Plan · $13M · 164 · 61st

  • EOY $13M
  • EOY 164
  • EOY 61st
  • EOY Money Purchase
  • EOY near Asbestos Workers Local 84 Annuity Plan
  • EOY ind #6041

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 District of Columbia →

Ocean Conservancy 401(a) DC Plan in the asset neighbourhood

Pension Plan for the Clergymen of the Serbian Othodox Church in the United States & CanadaPension Plan for the Clergym…$13MAsbestos Workers Local 84 Annuity PlanAsbestos Workers Local 84 An…$13MOcean Conservancy 401(a) DC PlanOcean Conservancy 401(a) DC …$13MBricklayers Local No. 11 of Calif Pension TrustBricklayers Local No. 11 of …$13MBenjamin E. Myers Money Purchase Pension Plan and TrustBenjamin E. Myers Money Purc…$13M
End-of-year total assets ($M) among Ocean Conservancy 401(a) DC Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

District of Columbia filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$903K
Employer EIN237245152
Plan Effective Date1991-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ocean Conservancy, Inc.)

Sponsor-wide plan assets over time

All Ocean Conservancy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 29.154141597080557% vs 2022
2024 filing year
$9M$10M$11M$12M$13M$14M 202220232024 $10.1M $13M ▲ +29.2%
Year Plans Participants Total Assets
2022 1 117 $10M
2023 1 130 $12M
2024 1 164 $13M

Nearby Money Purchase Plans in District of Columbia

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

Ocean Conservancy 401(a) DC Plan vs. nearby Money Purchase plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -1000100200300400500 Total assets ($M) Participants Ocean Conservancy 401(a) DC Plan, Total assets ($M): 13.005999 · Participants: 164Ocean Conservancy 401(a) DC PlanAura, Inc. Money Purchase Pension Plan and Trust, Total assets ($M): 428.070601 · Participants: 1531Aura, Inc. Money Purchase Pension Plan and TrustNas Primary Retirement Plan, Total assets ($M): 398.240238 · Participants: 1200Nas Primary Retirement PlanCarnegie Institution of Washington Retirement Plan, Total assets ($M): 241.745972 · Participants: 514Carnegie Institution of Washington Retirement PlanNational Democratic Institute for International Affairs Money Purchase Pension Plan, Total assets ($M): 64.184603 · Participants: 309National Democratic Institute for International Affairs Money Purchase Pension PlanNfl Players Association Money Purchase Pension Plan and Trust, Total assets ($M): 57.231902 · Participants: 99Nfl Players Association Money Purchase Pension Plan and Trust
Ocean Conservancy 401(a) DC Plan vs. nearby Money Purchase plans in District of Columbia, assets vs. participants
Compare Ocean Conservancy 401(a) DC Plan side-by-side with 3 peers →

Ocean Conservancy 401(a) DC Plan's out-of-state Money Purchase peers by assets and headcount

Outside District of Columbia, the nearest Money Purchase by assets is Asbestos Workers Local 84 Annuity Plan in IN ($13M); by covered participants it is The Contractors Retirement Plan in CA (164 participants). Same-state nearby plans are listed separately above.

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 Ocean Conservancy 401(a) DC Plan assets move in 2024? ▼
Ocean Conservancy 401(a) DC Plan grew at a solid clip - up 7.5% during 2024, from $12M to $13M. Reported net income was $903K.
How have Ocean Conservancy, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ocean Conservancy, Inc.'s sponsor-wide assets grew 29.2%, from $10M to $13M.
Which Money Purchase plans are similar in size to Ocean Conservancy 401(a) DC Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Asbestos Workers Local 84 Annuity Plan in IN ($13M, 132 participants).
Which Money Purchase plans cover a similar participant headcount to Ocean Conservancy 401(a) DC Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is The Contractors Retirement Plan in CA (164 participants, $3M 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 237245152.

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.