Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BD OF TRUSTEES-LEGACY PLAN OF THE NATIONAL RETIREMENT FUND
EIN 13-6130178Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$2.01B assets
Welfare
0
Participants
229,567
333 WESTCHESTER AVENUE - WHITE PLAINS, NY 106042910914-367-5000
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.01B assets / 229,567 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
Participants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LEGACY PLAN OF THE NATIONAL RETIREMENT FUND
TraditionalDB
Assets$1.85B
Participants184,550
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ADJUSTABLE PLAN OF THE NATIONAL RETIREMENT FUND
TraditionalDB
Assets$161.8M
Participants45,017
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LEGACY PLAN OF THE NATIONAL RETIREMENT FUND | TraditionalDB | $1.85B | 184,550 | 2024 | |
| 002 | ADJUSTABLE PLAN OF THE NATIONAL RETIREMENT FUND | TraditionalDB | $161.8M | 45,017 | 2024 |
Retirement plans