My Plan Facts

National School Boards AssociationRetirement plans that file Form 5500 under one EIN

EIN
36-2210015
Address on the filing
Alexandria, VA
Plans with a page
2
Industry
Other services

What the filings show

2 retirement plans with 100 or more participants file Form 5500 under this employer identification number.

For plan year 2025, the latest filings of the plans show 285 participant records and $43.7M of net assets.

A person can be in two plans, so the total is a count of records.

By participant records, it was number 187 of 193 employers with two or more plans and a filing address in Virginia.

Its plans had $153,379 of net assets for each participant record, and the median employer with two or more plans had $96,670.

Form 5500 does not state the match formula.

What Form 5500 does not show

  • The match formula. The form gives the total of the employer contributions for a plan year.
  • Fund expense ratios. The fees on the form are the administrative expenses of the plan and the Schedule C compensation.
  • The account of a person. The form gives totals for the plan.

Guide: what Form 5500 shows and does not show

While applicable plans are required to file a Form 5500 or Form 5500-SF annually, multiple filings may exist for a plan’s single form year if a plan amends their original filing or if a duplicate filing was erroneously submitted.

The dataset listed as “Latest” includes only the latest filing received for a plan with a filing status of “FILING_RECEIVED”.

EBSA wrote these sentences. Copied from Employee Benefits Security Administration, Form 5500 Datasets Guide on .

In plain words: this page shows the latest filing on record for each plan. A plan can amend a filing, and an amended filing replaces the earlier one at the next update. Source of the figures: the Form 5500 datasets, filings received through .

Plans

Plans of National School Boards Association with 100 or more participantsFigures of the latest filing of each plan. A plan year has the number of the year in which it started.
PlanPlan typePlan yearParticipantsNet assetsEmployer contributions for each active participant
National School Boards Association Pension Plandefined benefit pension2025159$32.2M$123,554
Nsba 403(b) Plan403(b)2025126$11.5M$6,800
Employer contributions, all plansLatest plan year of each plan
$513,461
Participant contributions, all plans
$236,798
Benefits paid, all plans
$6,244,583
Participant recordsA person can be in two plans
285
Active participant records
24
Schedule C compensation to organisations
$301,426

Plan years on file

National School Boards Association: the plans in the table above, by plan yearThe figures do not include plans that stopped.
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20252285$43.7M$514K$237K
20241163$30.6M$0$0
20232299$44.4M$200K$299K
20221173$30.2M$0$0
20212295$58.9M$326K$518K
20202311$57.0M$338K$537K
20192318$55.5M$309K$489K
20182384$51.5M$321K$481K
20172339$59.5M$325K$519K
20162334$53.6M$370K$488K
20152425$52.9M$537K$469K
20142432$59.7M$12.5M$500K
20132434$51.0M$2.7M$596K
20122466$45.9M$2.3M$623K
20112471$40.9M$3.1M$669K
20102496$40.3M$2.7M$706K
20091261$26.3M$2.2M$0

Service providers on Schedule C

Organisations that a plan of National School Boards Association paid $5,000 or moreThe site does not show persons that Schedule C names.
OrganisationServices in the filingsPlansCompensation reported
Transamerica Retirement SolutionsActuarial; Claims processing; Recordkeeping and information management; Investment management1$194,975
Morgan Stanley Dean WitterConsulting (general)1$63,084
Empower Annuity Insurance Companyno figure1$24,344
Morgan StanleyInvestment advisory (plan)1$19,023
National Financial ServicesSecurities brokerage1$0

Official channels

The links open the sites of the Department of Labor in a new tab. The site confirmed the links on .

Cite this page

My Plan Facts. "National School Boards Association." https://myplanfacts.com/employer/national-school-boards-association-362210015/. Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 datasets, filings received through 24 Oct 2026.

Where this page gets its figures

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 datasets. The datasets are in the public domain. The site groups plans by the employer identification number of the sponsor on the filing. A company that files under two numbers has two employer pages. How the figures are made. Report an error.

Search engines do not list this page. The site asks for 2,000 participant records or more in the plans of an employer.

Questions

Does a filing show the employer match?

No. Form 5500 does not state the match formula. For plan year 2025, the latest filings of these plans show $513,461 of employer contributions in total.

Which organisations give services to these plans?

The Schedule C filings of these plans name 5 organisations. The table of service providers on this page gives the names and the amounts. Schedule C lists a provider only when a plan paid it $5,000 or more.

Why are some plans of a company not on this page?

The page groups plans by the employer identification number on the filing. A company that files under two numbers has two employer pages. A plan with fewer than 100 participants has no page.