Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees, Nalc Annuity Trust Fund Pension Plan

Data updated 2026-08-25

$382M
Total assets Above avg plan size
565
Participants Below avg headcount
96th
Percentile by assets National rank
$675,499
Avg per participant High balance/head
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Official DOL plan name: Nalc Annuity Trust Fund · Sponsored by Board of Trustees, Nalc Annuity Trust Fund · Virginia · Finance & Insurance

$382M in assets, 565 participants

Board of Trustees, Nalc Annuity Trust Fund's Nalc Annuity Trust Fund reported $382M in total assets and 565 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

  • #8,038 in Finance & Insurance (8,549 peers)

Where Nalc Annuity Trust Fund sits by assets

Nalc Annuity Trust Fund sits in the top 5% of all filed plans by assets, $382M for 565 participants (~$675,499/participant), up 6.4% in 2024.

#8,038
in Finance & Insurance (8,549 peers)
+6.4%
assets growth YoY
3.8×
vs typical plan assets (national mean)

Nalc Annuity Trust Fund's outsized position by total assets

Nalc Annuity Trust Fund vs every filed plan by assets

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

$381,656,903 Top 4% higher than 96% 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

Nalc Annuity Trust Fund 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. Nalc Annuity Trust Fund sits mid-pack in the medium band (565 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Nalc Annuity Trust Fund reported net income rose from $17M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Nalc Annuity Trust Fund end-of-year assets rose from $359M in the plan year 2023 filing to $382M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 526038252 · Board of Trustees, Nalc Annuity Trust Fund PY 2024 · Defined Benefit (Pension)

Nalc Annuity Trust Fund · $382M · 565 · 96th

  • BOOK $382M
  • BOOK 565
  • BOOK 96th
  • BOOK Defined Benefit (Pension)
  • BOOK near Retirement Plan for Employees of Boeing Employees' Credit Union
  • BOOK ind #8038

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 Finance & Insurance retirement plans → · Plans in Virginia →

Nalc Annuity Trust Fund in the asset neighbourhood

Kansas City Division Hourly Employees' Pension PlanKansas City Division Hourly …$382MRetirement Income Plan for Employees of Armstrong World Industries IncRetirement Income Plan for E…$382MRetirement Plan for Employees of Boeing Employees' Credit UnionRetirement Plan for Employee…$382MNalc Annuity Trust Fund$382MNrg Pension Plan$381M
End-of-year total assets ($M) among Nalc Annuity Trust Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$359M
Net Assets (End of Year)$382M
Net Income$23M
Employer EIN526038252
Plan Effective Date1954-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Nalc Annuity Trust Fund)

Sponsor-wide plan assets over time

All Board of Trustees, Nalc Annuity Trust Fund plans reported in each filing year

Latest sponsor-wide plan assets
$382M 10.690704376120262% vs 2022
2024 filing year
$340M$360M$380M$400M 202220232024 $345M $382M ▲ +10.7%
Year Plans Participants Total Assets
2022 1 564 $345M
2023 1 563 $359M
2024 1 565 $382M

Nearby Defined Benefit (Pension) Plans in Virginia

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Nalc Annuity Trust Fund vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Nalc Annuity Trust Fund, Total assets ($B): 0.381656903 · Participants: 565Nalc Annuity Trust FundNorthrop Grumman Pension Plan, Total assets ($B): 18.781759216 · Participants: 12678Northrop Grumman Pension PlanRetirement Security Plan, Total assets ($B): 11.481735153 · Participants: 56633Retirement Security PlanSheet Metal Workers' National Pension Fund, Total assets ($B): 8.902237059 · Participants: 63530Sheet Metal Workers' National Pension FundNg Space&mission Systems Corp Salaried Pension Pla, Total assets ($B): 8.398702873 · Participants: 6737Ng Space&mission Systems Corp Salaried Pension PlaDominion Energy Pension Plan, Total assets ($B): 8.332769083 · Participants: 11758Dominion Energy Pension Plan
Nalc Annuity Trust Fund vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants
Compare Nalc Annuity Trust Fund side-by-side with 3 peers →

Nalc Annuity Trust Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Virginia, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Boeing Employees' Credit Union in WA ($382M); by covered participants it is Premcor Pension Plan for Certain Union Employees in TX (564 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (565 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 Nalc Annuity Trust Fund assets move in 2024? ▼
Nalc Annuity Trust Fund grew at a solid clip - up 6.4% during 2024, from $359M to $382M. Reported net income was $23M.
How have Board of Trustees, Nalc Annuity Trust Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, Nalc Annuity Trust Fund's sponsor-wide assets grew 10.7%, from $345M to $382M.
Where does Nalc Annuity Trust Fund rank by assets among Form 5500 filers? ▼
Nalc Annuity Trust Fund ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Nalc Annuity Trust Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of Boeing Employees' Credit Union in WA ($382M, 2,549 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Nalc Annuity Trust Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Premcor Pension Plan for Certain Union Employees in TX (564 participants, $37M 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 526038252.

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.