The National Geographic Society 401(K) Retirement Savings Plan — Form 5500 plan (National Geographic Society)
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, The National Geographic Society 401(K) Retirement Savings Plan is a benefit plan reported by National Geographic Society under EIN 53-0193519 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,238 participants and $150,401,162 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$150.4MPlan net assets, end of year$150,401,162
Participants1.2KCovered participants reported1,238
Assets / participant$121.5KComputed: assets ÷ participants$121,487 (computed)
Provider compensation$16.8K1 Schedule C provider row(s)$16,791
- Plan sponsor
- National Geographic Society
- EIN
- 53-0193519
- Plan number
- 003
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,238 | H, C | 20241008191418NAL0008683571001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$150.4M total assets
Net assets$150.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $150,401,162
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $150,401,162
- Net assets (BOY)
- $130,998,016
Income & contributions
- Employer contributions
- $2,272,653
- Participant contributions
- $6,441,120
- Total contributions
- $10,722,164
- Total income / additions
- $31,864,720
Expenses & distributions
- Benefits paid
- $12,438,994
- Administrative expenses
- $16,764
- Total expenses
- $12,461,574
- Net increase / (decrease)
- $19,403,146
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
26%74%
Employer 26%Participant 74%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income39%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $16,791 | $0 | 2023 |