Plan Ledger DOL Form 5500 · updated monthly

National Education Association of the United States401(k)

NATIONAL EDUCATION ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.12%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

National Education Association of the United States reported $283,127 in plan administrative expenses for 2024: 0.12% of average plan assets, below the peer median. Employer contributions averaged $860 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.08% to 0.12%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other other services employers. By assets it is the 48th-largest of 618 plans among District of Columbia employers on file, and the 65th of 3,341 in other services. In 2024, employees put in $14.37 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$245,474,615
Participants with balances701
Active participants453
Employer contributions$389,457
Employee contributions$5,598,271
Employer contribution per active participant$860
Average account balance$350,178
Benefits paid to participants$21,292,964
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$245.5M · 701 accts · $389K emplr
2023$233.1M · 702 accts · $284K emplr
2022$207.9M · 708 accts · $12K emplr
The National Education Association of the United States 401(k) match · 2024
Employer contribution per active participant$860
Median for plans this size$3,635
2024$860 per active participant
2023$636 per active participant
2022$28 per active participant

National Education Association of the United States's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
THE VANGUARD GROUP, INC. · Recordkeeping · Trustee (directed)$75,548
VANGUARD ADVISERS INC. · Investment advisory (participants)$88,975
RWA WEALTH PARTNERS · Investment advisory (participants)$83,971
ADVISER INVESTMENT · Investment advisory (participants)$36,390

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$283,127 · 0.12%
2023$175,433 · 0.08%
2022$178,180 · 0.08%
Same employer
Similar plansOther Services · District of Columbia
Finra DC$2.5B · 0.03%
Aarp DC$998.5M · 0.03%
The Aspen Institute DC$192.8M · 0.00%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 530115260 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.