Other · DOL Form 5500 · 2024

National Foundation for the Cdc, Inc. Retirement Plan

Data updated 2026-08-25

$68M
Total assets Below avg plan size
1,200
Participants Near avg headcount
87th
Percentile by assets National rank
$56,724
Avg per participant Low balance/head
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Official DOL plan name: Nat'l Foundation for the Centers for Disease Control/Prevention Inc Defined Contribution Retirement Plan · Sponsored by National Foundation for the Cdc, Inc. · Georgia · Other Services

$68M in assets, 1,200 participants

National Foundation for the Cdc, Inc.'s Nat'l Foundation for the Centers for Disease Control/Prevention Inc Defined Contribution Retirement Plan reported $68M in total assets and 1,200 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,314 in Other Services (7,719 peers)

Where Nat'l Foundation for the Centers for Disease Control/Prevention Inc Defined Contribution Retirement Plan sits by assets

Nat'l Foundation for the Centers for Disease Control/Prevention Inc Defined Contribution Retirement Plan sits in the top quartile of all filed plans by assets, $68M for 1,200 participants (~$56,724/participant), up 20.8% in 2024.

#7,314
in Other Services (7,719 peers)
+20.8%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Nat'l Foundation for the Centers for Disease Control/Prevention Inc Defined Contribution Retirement Plan's outsized position by total assets

Nat'l Foundation for the Centers for Disease Control/Prevention Inc Defined Contribution Retirement Plan vs every filed plan by assets

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

$68,069,228 Top 13% higher than 87% 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

Nat'l Foundation for the Centers for Disease Control/Prevention Inc Defined Contribution Retirement Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nat'l Foundation for the Centers for Disease Control/Prevention Inc Defined Contribution Retirement Plan lands in the large band (1,200 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Nat'l Foundation for the Centers for Disease Control/Prevention Inc Defined Contribution Retirement Plan end-of-year assets rose from $56M in the plan year 2023 filing to $68M in the plan year 2024 filing.
  • Nat'l Foundation for the Centers for Disease Control/Prevention Inc Defined Contribution Retirement Plan reported participants fell from 1,493 in the plan year 2023 filing to 1,200 in the plan year 2024 filing.
  • Nat'l Foundation for the Centers for Disease Control/Prevention Inc Defined Contribution Retirement Plan reported net income fell from $13M in the plan year 2023 filing to $12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 582106707 · National Foundation for the Cdc, Inc. PY 2024 · Other

Nat'l Foundation for the Centers for Disease Control/Prevention Inc Defined Contribution Retirement Plan · $68M · 1,200 · 87th

  • TYPE $68M
  • NET 1,200
  • BOOK 87th
  • VS-ST Other
  • BOY near St. Bernards School Employee Retirement Plan
  • SCH ind #7314

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 Georgia →

Nat'l Foundation for the Centers for Disease Control/Prevention Inc Defined Contribution Retirement Plan in the asset neighbourhood

Ascension Healthcare Legacy ERISA 403(b) PlanAscension Healthcare Legacy …$68MPlumbers & Pipefitters Local 760 Savings and Investment PlanPlumbers & Pipefitters Local…$68MThe Harker School 403(b) Tax Deferred Annuity PlanThe Harker School 403(b) Tax…$68MSt. Bernards School Employee Retirement PlanSt. Bernards School Employee…$68MNat'l Foundation for the Centers for Disease Control/Prevention Inc Defined Contribution Retirement PlanNat'l Foundation for the Cen…$68M
End-of-year total assets ($M) among Nat'l Foundation for the Centers for Disease Control/Prevention Inc Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$68M
Net Income$12M
Employer EIN582106707
Plan Effective Date1995-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Foundation for the Cdc, Inc.)

Sponsor-wide plan assets over time

All National Foundation for the Cdc, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$68M 57.65913254993899% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $43.2M $68.1M ▲ +57.7%
Year Plans Participants Total Assets
2022 1 1,946 $43M
2023 1 1,493 $56M
2024 1 1,200 $68M

Nearby Other Plans in Georgia

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

Nat'l Foundation for the Centers for Disease Control/Prevention Inc Defined Contribution Retirement Plan vs. nearby Other plans in Georgia, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -10123 Total assets ($B) Participants Nat'l Foundation for the Centers for Disease Control/Prevention Inc Defined Contribution Retirement Plan, Total assets ($B): 0.068069228 · Participants: 1200Nat'l Foundation for the Centers for Disease Control/Prevention Inc Defined Contribution Retirement PlanWellstar Health System, Inc. Supplemental Retirement Savings Plan, Total assets ($B): 2.836667773 · Participants: 26097Wellstar Health System, Inc. Supplemental Retirement Savings PlanNorthside Hospital 403(b) Retirement Plan, Total assets ($B): 1.787569453 · Participants: 29253Northside Hospital 403(b) Retirement PlanChildrens Healthcare of Atlanta Inc Share Plan, Total assets ($B): 1.468164444 · Participants: 13143Childrens Healthcare of Atlanta Inc Share PlanIBEW Local 613 Defined Contribution Pension Plan, Total assets ($B): 0.752393828 · Participants: 4682IBEW Local 613 Defined Contribution Pension PlanNavicent Health 403(b) Retirement Savings Plan, Total assets ($B): 0.574965566 · Participants: 6344Navicent Health 403(b) Retirement Savings Plan
Nat'l Foundation for the Centers for Disease Control/Prevention Inc Defined Contribution Retirement Plan vs. nearby Other plans in Georgia, assets vs. participants

Nat'l Foundation for the Centers for Disease Control/Prevention Inc Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Georgia, the nearest Other by assets is St. Bernards School Employee Retirement Plan in NY ($68M); by covered participants it is Southwestern Vermont Health Care 403(b) in VT (1,200 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,200 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 Nat'l Foundation for the Centers for Disease Control/Prevention Inc Defined Contribution Retirement Plan assets move in 2024? ▼
Nat'l Foundation for the Centers for Disease Control/Prevention Inc Defined Contribution Retirement Plan grew sharply - up 20.8% during 2024, from $56M to $68M. Reported net income was $12M.
How have National Foundation for the Cdc, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Foundation for the Cdc, Inc.'s sponsor-wide assets grew 57.7%, from $43M to $68M.
Where does Nat'l Foundation for the Centers for Disease Control/Prevention Inc Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Nat'l Foundation for the Centers for Disease Control/Prevention Inc Defined Contribution Retirement Plan ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Nat'l Foundation for the Centers for Disease Control/Prevention Inc Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is St. Bernards School Employee Retirement Plan in NY ($68M, 109 participants).
Which Other plans cover a similar participant headcount to Nat'l Foundation for the Centers for Disease Control/Prevention Inc Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Southwestern Vermont Health Care 403(b) in VT (1,200 participants, $80M in assets).