Retirement plan

NATIONAL ASSOCIATION OF CLEAN AIR AGENCIES RETIREMENT PLAN

Name: NATIONAL ASSOCIATION OF CLEAN AIR AGENCIES - NATIONAL ASSOCIATION OF CLEAN AIR AGENCIES RETIREMENT PLAN (2025) Form 5500
Creator: NATIONAL ASSOCIATION OF CLEAN AIR AGENCIES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NATIONAL ASSOCIATION OF CLEAN AIR AGENCIES RETIREMENT PLAN, NATIONAL ASSOCIATION OF CLEAN AIR AGENCIES

NATIONAL ASSOCIATION OF CLEAN AIR AGENCIESEIN 42-1708016Plan #003PY 2025

1001 CONNECTICUT AVENUE NW, SUITE 320 - WASHINGTON, DC 20036571-970-66784cleanair.orgLinkedIn1-10 employeesnon-profit organization management

Prospect flagsLow returnsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$3.4M

-53.6% from 2024

Total participants

-42.9% from 2024

Average account balance

$839,304

-18.8% from 2024

Annual return

4.86%

-20.14 pp from 2024

Benchmarks

See 7,240 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort7,240 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$3.36M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$839K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$155K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$52K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+4.86%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$1096955

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$4.4M

$1462606 / participant

Other / not subdivided$4M100.0%

% of EOY assets

130.698%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$839,304

$68,097+1132.5%

$62,929+1233.7%

$137,256+511.5%

Participation rate

100.0%

77.4%+22.6pp

73.1%+26.9pp

80.0%+20.0pp

Annual return

4.86%

1859.11%-1854.3pp

1063.93%-1059.1pp

220.34%-215.5pp

Employer contribution / active EE

$23,682

$2,811+742.4%

$2,505+845.6%

$4,156+469.8%

Participant deferral / active EE

$27,825

$4,553+511.2%

$3,888+615.6%

$6,407+334.3%

Admin fee / account holder

$1,096,955

$6,521+16720.8%

$5,065+21559.4%

$12,270+8840.0%

NATIONAL ASSOCIATION OF CLEAN AIR AGENCIES RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NATIONAL ASSOCIATION OF CLEAN AIR AGENCIES RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion