What is the latest Form 5500 filing year for National Trust For Historic Preservation In The United States?

The latest loaded Form 5500 filing year for National Trust For Historic Preservation In The United States is 2023.

National Trust For Historic Preservation In The United States — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Trust For Historic Preservation In The United States (EIN 53-0210807) is a plan sponsor located in Washington, DC with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 53-0210807
Location: Washington, DC
Loaded plans: 3
Latest filing year: 2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for National Trust For Historic Preservation In The United States

3 loaded plans hold $42.6M in reported assets.
The largest, National Trust For Historic Preservation In The Us 403(B) Plan, holds 53% of this company's reported plan assets.
Plans cover 1,172 reported participants.
2 of 3 plans report full financial statements.
2 report Schedule C provider compensation.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$42.5MSummed across loaded plans$42,524,986

Total reported assets$42.6M$42,553,886

Total reported participants1.2K1,172

Total reported liabilities$28.9K$28,900

Reported net position

Reported assets = net assets + liabilities (summed)$42.6M total assets

Net assets$42.5MLiabilities$28.9K

Contributions & income

Employer contributions$953.7K

Participant contributions$1.8M

Total income / additions$9.1M

Expenses & distributions

Benefits paid / distributions$5.1M

Total expenses$5.3M

Net increase / (decrease)$3.9M

Data coverage

Plans with financial statements2 / 3 (67%)

Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets53%National Trust For Historic Preservation In The Us 403(B) Plan

Participants per plan391Average across loaded plans

Loaded plans3

Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

1
National Trust For Historic Preservation In The Us 403(B) Plan$22.7M
Plan #001 · 419 participants · 2023
2
National Trust For Historic Preservation Defined Contribution Pension Plan$19.9M
Plan #002 · 508 participants · 2023
3
Group Health Insurance Plannot reported in the loaded dataset
Plan #503 · 245 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for National Trust For Historic Preservation In The United States. Open one for its full reported snapshot.

2023
Group Health Insurance Plan245 participants · 2No schedules
View filing →
2023
National Trust For Historic Preservation In The Us 403(B) Plan419 participants · 2Sch HSch C
View filing →
2023
National Trust For Historic Preservation Defined Contribution Pension Plan508 participants · 2Sch HSch C
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does National Trust For Historic Preservation In The United States report on Form 5500?: National Trust For Historic Preservation In The United States (EIN 53-0210807) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for National Trust For Historic Preservation In The United States?: The Employer Identification Number (EIN) reported for National Trust For Historic Preservation In The United States is 53-0210807.
What is the latest Form 5500 filing year for National Trust For Historic Preservation In The United States?: The latest loaded Form 5500 filing year for National Trust For Historic Preservation In The United States is 2023.