National Education Association 401(K) Retirement Savings Plan — Form 5500 plan (National Education Association Of The United States)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, National Education Association 401(K) Retirement Savings Plan is a benefit plan reported by National Education Association Of The United States under EIN 53-0115260 and plan number 002. The latest loaded filing year is 2023. The filing reports 720 participants and $233,116,307 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- National Education Association Of The United States
- EIN
- 53-0115260
- Plan number
- 002
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 720 | H, C | 20241011133242NAL0022839217001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $233,116,307
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $233,116,307
- Net assets (BOY)
- $207,878,731
Income & contributions
- Employer contributions
- $284,164
- Participant contributions
- $5,676,313
- Total contributions
- $6,407,672
- Total income / additions
- $38,875,359
Expenses & distributions
- Benefits paid
- $13,428,053
- Administrative expenses
- $175,433
- Total expenses
- $13,637,783
- Net increase / (decrease)
- $25,237,576
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Vanguard Advisers Inc. | NONE | $90,856 | not reported in the loaded dataset | 2023 |
| Adviser Investment | NONE | $65,480 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | NONE | $20,083 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for National Education Association Of The United States
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Vanguard Advisers Inc. — Schedule C compensation
- Adviser Investment — Schedule C compensation
- The Vanguard Group, Inc. — Schedule C compensation