Who sponsors the National Education Association 401(K) Retirement Savings Plan?

National Education Association 401(K) Retirement Savings Plan is reported as sponsored by National Education Association Of The United States (EIN 53-0115260, plan number 002) in public Form 5500 filings.

What is the most recent Form 5500 filing year for National Education Association 401(K) Retirement Savings Plan?

The latest Form 5500 filing year loaded for National Education Association 401(K) Retirement Savings Plan is 2023.

How many participants does National Education Association 401(K) Retirement Savings Plan report?

National Education Association 401(K) Retirement Savings Plan reports 720 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for National Education Association 401(K) Retirement Savings Plan?

National Education Association 401(K) Retirement Savings Plan reports $233,116,307 in end-of-year plan assets in its latest loaded Form 5500 filing.

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.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$233.1MPlan net assets, end of year$233,116,307

Participants720Covered participants reported

Assets / participant$323.8KComputed: assets ÷ participants$323,773 (computed)

Provider compensation$176.4K3 Schedule C provider row(s)$176,419

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

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	720	H, C	20241011133242NAL0022839217001

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)$233.1M total assets

Net assets$233.1MLiabilities$0

Money in vs. money out

Total income / additions$38.9M

Total expenses$13.6M

Benefits paid / distributions$13.4M

Contributions

Employer$284.2K

Participant$5.7M

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

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.

Contribution share (employer vs. participant)

95%

Employer 5%Participant 95%

Total expenses ÷ net assets6%Computed ratio

Benefits paid ÷ total income35%Computed ratio

Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
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