Find an old National Geographic Society 401(k)

Who to contact about an account in each of the 3 National Geographic Society plans, from the filings. Free, no sign-up, no Social Security number.

The National Geographic Society 401(k) Retirement Savings Plan

National Geographic Society · Plan 003 · EIN 53-0193519 · Washington, DC

Active · plan year 2024 filing401(k)
Plan administratorNational Geographic Society
1145 17th St NW, Washington, DC 20036-4707
Form 5500 ↗
Recordkeeper (who holds the accounts)Principal Life Insurance CompanySchedule C ↗
Former employees with balances598 separated participants still had money in the planForm 5500 ↗

The National Geographic Society 403(b) Retirement Savings Plan

The National Geographic Society · Plan 002 · EIN 53-0193519 · Washington, DC

Active · plan year 2024 filing403(b)
Plan administratorThe National Geographic Society
1145 17th St NW, Washington, DC 20036-4707
Form 5500 ↗
Recordkeeper (who holds the accounts)Principal Life Insurance CompanySchedule C ↗
Former employees with balances156 separated participants still had money in the planForm 5500 ↗

Employees' Retirement Plan of the National Geographic Society

National Geographic Society · Plan 001 · EIN 53-0193519 · Washington, DC

Active · plan year 2024 filingPension (defined benefit)
Plan administratorNational Geographic Society
1145 17th Street NW, Washington, DC 20036-4688
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances786 separated participants still had money in the planForm 5500 ↗

National Geographic Society 401(k) match, vesting and fees →

Found it? Your options

Leave itOften allowed if your balance is over $7,000. You keep the plan's investments and fees.
Move it to your new job's planIf the new plan accepts roll-ins. Ask the new plan's recordkeeper.
Roll it into an IRAMore investment choices, and you control it. A direct rollover avoids withholding and penalties.
Cash outUsually taxed, plus a 10% penalty if you are under 59½.

General information, not financial or tax advice. Rules depend on your plan and situation.

How to track down the account

  1. Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
  2. If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
  3. Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.

Common questions

How do I find my old National Geographic Society 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: National Geographic Society, (202) 857-7072. The accounts are held by the recordkeeper, Principal Life Insurance Company. Have your Social Security number and dates of employment ready.

What is the National Geographic Society 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (202) 857-7072.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with National Geographic Society and does not hold accounts. Not financial advice. Report a correction