National Rural Electric Cooperative Association 401(k) and pension plans

National Rural Electric Cooperative Association, Arlington, VA. EIN 53-0116145. Annual reports 2009–2024.

National Rural Electric Cooperative Association has 2 active retirement plans on file. The largest is the 401(k) Pension Plan, with 80,475 participants and $16.7 billion in assets in 2024. Pinnacle Data Systems has been its recordkeeper since 2009.

Active plans
2
Participants
156,298
Plan assets
$28.2 billion
401(k) recordkeeper
Pinnacle Data Systems
Plans on file
2
Industry
Utilities

All 2 plans

Active plans first

401(k) Pension Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
444Employer EIN 53-0116145
Participants (2024)
80,475
Net assets (2024)
$16.7 billion
Recordkeeper
Pinnacle Data Systems2009–2024
Plan administrator
Senior Vice President, Insurance and Financial Services
4301 Wilson BLVD
Arlington, VA 22203
(703) 907-5743As filed for 2024
In effect since
January 1, 1967
Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
202480,475$16.7 billionPinnacle Data Systems
202379,162$14.9 billionPinnacle Data Systems
202277,962$12.9 billionPinnacle Data Systems
202175,346$15.3 billionPinnacle Data Systems
202074,522$13.6 billionPinnacle Data Systems
201972,802$12.1 billionPinnacle Data Systems
201871,462$10.0 billionPinnacle Data Systems
201769,787$10.4 billionPinnacle Data Systems
201669,370$8.8 billionPinnacle Data Systems
201567,782$8.1 billionPinnacle Data Systems
201466,257$8.1 billionPinnacle Data Systems
201365,919$7.6 billionPinnacle Data Systems
201265,231$6.2 billionPinnacle Data Systems
201169,526$5.4 billionPinnacle Data Systems
201068,970$5.2 billionPinnacle Data Systems
200968,964$4.5 billionPinnacle Data Systems

Retirement Security Plan

Cash balance pensionActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number
333Employer EIN 53-0116145
Participants (2024)
75,823
Net assets (2024)
$11.5 billion
Administered by
Pinnacle Data Systems2009–2024
Plan administrator
Senior Vice President, Insurance & Financial Services
4301 Wilson BLVD
Arlington, VA 22203
(703) 907-5743As filed for 2024
In effect since
January 1, 1948
Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
202475,823$11.5 billionPinnacle Data Systems
202374,708$10.2 billionPinnacle Data Systems
202272,387$9.3 billionPinnacle Data Systems
202171,269$11.6 billionPinnacle Data Systems
202071,327$10.9 billionPinnacle Data Systems
201969,348$9.9 billionPinnacle Data Systems
201867,560$8.6 billionPinnacle Data Systems
201767,328$9.7 billionPinnacle Data Systems
201666,485$8.6 billionPinnacle Data Systems
201565,207$8.0 billionPinnacle Data Systems
201464,317$8.5 billionPinnacle Data Systems
201362,783$8.4 billionPinnacle Data Systems
201262,744$7.6 billionPinnacle Data Systems
201164,191$5.4 billionPinnacle Data Systems
201064,286$5.4 billionPinnacle Data Systems
200963,537$4.7 billionPinnacle Data Systems

If you had money in one of these plans

  1. Call Pinnacle Data Systems, which runs the 401(k) Pension Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
  2. Or call the plan administrator listed on the plan below ((703) 907-5743). That number was filed for 2024; ask for the benefits or retirement plan office.
  3. Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

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