Plan Ledger DOL Form 5500 · updated monthly

National Treasury Employees Union401(k)

N.T.E.U. 401(K) PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

National Treasury Employees Union reported $8,556 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $7,266 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 fell from 0.015% to 0.014%. 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 126th-largest of 618 plans among District of Columbia employers on file, and the 314th of 3,341 in other services. In 2024, employees put in $2.08 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$67,213,830
Participants with balances199
Active participants137
Employer contributions$995,404
Employee contributions$2,073,803
Employer contribution per active participant$7,266
Average account balance$337,758
Benefits paid to participants$2,019,667
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$67.2M · 199 accts · $995K emplr
2023$56.8M · 198 accts · $959K emplr
2022$50.7M · 199 accts · $871K emplr
The National Treasury Employees Union 401(k) match · 2024
Employer contribution per active participant$7,266
Median for plans this size$3,635
2024$7,266 per active participant
2023$7,156 per active participant
2022$6,602 per active participant

National Treasury Employees Union's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top 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 · 20241
THE VANGUARD GROUP, INC. · Recordkeeping · Trustee (directed)$9,025

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$8,556 · 0.01%
2023$9,811 · 0.02%
2022$8,517 · 0.01%
All plans at this employer2
N.T.E.U. 401(K) PLAN401(k)
N.T.E.U. MONEY PURCHASE PLANMoney purchase plan
Same employer
Similar plansOther Services · District of Columbia
Optical Society of America DC$67.4M · 0.15%
Ufcw International Union DC$67.4M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 530244795 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.