Employers › District of Columbia
Employer · plans filed under one EIN
The National Education Association
Washington, DC · Other services
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
The National Education Association, based in Washington, District of Columbia, sponsors 2 retirement plans with 100 or more participants: 1 defined contribution and 1 defined benefit. Together they reported 3,691 participant records and $1.15B in net assets.
The largest is Employees' Retirement Plan of the National Education Association, a defined benefit pension plan with 2,972 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $37.8M and participant contributions $7.6M in the latest plan years; benefits paid were $95.1M. Schedule C compensation reported to service provider organisations totalled $3.9M.
Combined net assets moved from $622M in 2009 to $1.15B in 2024 (up 84%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| Employees' Retirement Plan of the National Education Association | defined benefit pension plan | 2024 | 2,972 | $901M | $303,217 | $37,843 | $3.6M |
| National Education Association 401(k) Retirement Savings Plan | 401(k) plan | 2024 | 719 | $245M | $341,411 | $860 | $285K |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2024 | 2 | 3,691 | $1.15B | $37.8M | $7.6M |
| 2023 | 2 | 3,668 | $1.10B | $35.0M | $7.6M |
| 2022 | 2 | 3,654 | $1.02B | $33.6M | $7.1M |
| 2021 | 2 | 3,627 | $1.24B | $34.0M | $6.9M |
| 2020 | 2 | 3,618 | $1.13B | $31.9M | $6.5M |
| 2019 | 2 | 3,591 | $1.05B | $32.5M | $5.8M |
| 2018 | 2 | 3,542 | $911M | $38.1M | $5.9M |
| 2017 | 2 | 3,562 | $1.00B | $37.0M | $6.0M |
| 2016 | 2 | 3,487 | $880M | $34.2M | $5.7M |
| 2015 | 2 | 3,486 | $848M | $32.8M | $5.7M |
| 2014 | 2 | 3,418 | $882M | $33.3M | $5.6M |
| 2013 | 2 | 3,369 | $864M | $33.1M | $5.5M |
| 2012 | 2 | 3,305 | $773M | $38.3M | $6.2M |
| 2011 | 2 | 3,391 | $698M | $41.5M | $6.4M |
| 2010 | 2 | 3,348 | $703M | $43.7M | $6.5M |
| 2009 | 2 | 3,325 | $622M | $41.1M | $6.6M |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| Western Asset Management Company | Investment management | 1 | $973,223 |
| Baillie Gifford Overseas Ltd. | Investment advisory (plan) | 1 | $398,302 |
| State Street Bank and Trust Company | Trustee (directed); Custodial (securities) | 1 | $370,813 |
| Loomis Sayles Trust Company | — | 1 | $346,470 |
| Wellington Management Company LLP | — | 1 | $299,806 |
| Nea | Plan Administrator; Claims processing; Accounting (including auditing); Recordkeeping and information management | 1 | $253,166 |
| Buck Global, LLC | Actuarial; Recordkeeping and information management; Consulting (pension) | 1 | $213,677 |
| JPMorgan Chase Bank | Investment management; Investment advisory (plan); Trustee (discretionary) | 1 | $208,771 |
| Wilshire Advisors LLC | Consulting (general) | 1 | $195,000 |
| BlackRock Institutional Trust | Trustee (bank, trust company, or similar financial institution); Trustee (discretionary); Investment management | 1 | $108,589 |
| Vanguard Advisers Inc. | Investment advisory (participants) | 1 | $88,975 |
| Rwa Wealth Partners | Investment advisory (participants) | 1 | $83,971 |
| Calibre CPA Group, PLLC | Accounting (including auditing) | 1 | $80,000 |
| Mooney Green Saindon Murphy & Welch | Legal | 1 | $76,453 |
| The Vanguard Group, Inc. | Recordkeeping and information management; Trustee (directed); Participant loan processing | 1 | $75,548 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does The National Education Association have?
2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Employees' Retirement Plan of the National Education Association and National Education Association 401(k) Retirement Savings Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does The National Education Association contribute to its plans?
$37,816,264 in employer contributions across these plans in their latest plan years, about $26,225 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name Western Asset Management Company, Baillie Gifford Overseas Ltd., State Street Bank and Trust Company and Loomis Sayles Trust Company and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.