401(k) · DOL Form 5500 · 2022
Nathanson and Company, LLC 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 33rd
- Percentile by assets National rank
- $640,223
- Avg per participant High balance/head
Official DOL plan name: Nathanson and Company, LLC 401(k) Plan · Sponsored by Nathanson and Company, LLC · Arizona · Professional & Technical Services
$2M in assets, 3 participants
Nathanson and Company, LLC's Nathanson and Company, LLC 401(k) Plan reported $2M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 33rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #6,411 in Professional & Technical Services (21,562 peers)
2022 asset change
Nathanson and Company, LLC 401(k) Plan pulled back noticeably 13.8% in 2022 ($2M → $2M) for 3 participants.
- #6,411
- in Professional & Technical Services (21,562 peers)
- -13.8%
- assets change YoY
The plan reported a net loss of $308K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Nathanson and Company, LLC 401(k) Plan among the smaller filed plans by assets
Nathanson and Company, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,920,668 33rd percentile higher than 33% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Nathanson and Company, LLC 401(k) Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nathanson and Company, LLC 401(k) Plan is a micro filing (3 participants), the leftmost band.
Plan-year Form 5500 strip
Filing strip 061594182 · Nathanson and Company, LLC PY 2022 · 401(k)
Nathanson and Company, LLC 401(k) Plan · $2M · 3 · 33rd
- EOY $2M
- EOY 3
- EOY 33rd
- EOY 401(k)
- EOY near Baddour, Parker & Hine, P.C. 401(k) Plan
- EOY ind #6411
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Arizona →
Nathanson and Company, LLC 401(k) Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$308K |
| Employer EIN | 061594182 |
| Plan Effective Date | 2001-04-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Banner Health Employees 401(k) Plan $3.6B · 50,602
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $1.9B · 12,362
- Republic Services, Inc. 401(k) Plan $1.8B · 28,320
- Stantec 401(k) Plan $1.7B · 8,764
- Reliance Steel & Aluminum Co. Master 401(k) Plan $1.3B · 9,895
Nathanson and Company, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Baddour, Parker & Hine, P.C. 401(k) Plan in NC ($2M); by covered participants it is Delta T Mgmt Retirement Plan in WI (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.