401(k) · DOL Form 5500 · 2022

Nellie Mae Education Foundation, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
19
Participants Small participant base
58th
Percentile by assets National rank
$384,707
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Nellie Mae Education Foundation, Inc. 401(k) Plan · Sponsored by Nellie Mae Education Foundation, Inc. · Massachusetts · Other Services

$7M in assets, 19 participants

Nellie Mae Education Foundation, Inc.'s Nellie Mae Education Foundation, Inc. 401(k) Plan reported $7M in total assets and 19 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.

  • #6,313 in Other Services (8,398 peers)

2022 asset change

Nellie Mae Education Foundation, Inc. 401(k) Plan contracted severely 40.6% in 2022 ($12M → $7M) for 19 participants.

#6,313
in Other Services (8,398 peers)
-40.6%
assets change YoY

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Nellie Mae Education Foundation, Inc. 401(k) Plan's mid-pack asset rank among Other Services and all filers

Nellie Mae Education Foundation, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$7,309,435 Top 42% higher than 58% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Nellie Mae Education Foundation, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nellie Mae Education Foundation, Inc. 401(k) Plan is a small filing (19 participants) on this national headcount ladder.

DOL schedule card

Filing strip 042755323 · Nellie Mae Education Foundation, Inc. PY 2022 · 401(k)

Nellie Mae Education Foundation, Inc. 401(k) Plan · $7M · 19 · 58th

  • BOOK $7M
  • VS-ST 19
  • BOY 58th
  • SCH 401(k)
  • EBSA near Katena Products, Inc. Employees Retirement Plan
  • PART ind #6313

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 Other Services retirement plans → · Plans in Massachusetts →

Nellie Mae Education Foundation, Inc. 401(k) Plan in the asset neighbourhood

Nellie Mae Education Foundation, Inc. 401(k) PlanNellie Mae Education Foundat…$7MKatena Products, Inc. Employees Retirement PlanKatena Products, Inc. Employ…$7MNorth Shore Anesthesia, P.a. 401(k) Profit Sharing PlanNorth Shore Anesthesia, P.a.…$7MIntervention Inc. 401(k) Plan$7MConsumers Warehouse Center, Inc. 401(k) Profit Sharing PlanConsumers Warehouse Center, …$7M
End-of-year total assets ($M) among Nellie Mae Education Foundation, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Nellie Mae Education Foundation, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Nellie Mae Education Foundation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 4.587563881476475% vs 2022
2023 filing year
$7.2M$7.3M$7.4M$7.5M$7.6M$7.7M 20222023 $7.31M $7.64M ▲ +4.5%
Year Plans Participants Total Assets
2022 1 19 $7M
2023 1 21 $8M

2022 asset-move particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$7M
Net Income-$5M
Employer EIN042755323
Plan Effective Date1999-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Nellie Mae Education Foundation, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Nellie Mae Education Foundation, Inc. 401(k) Plan, Total assets ($B): 0.007309435 · Participants: 19Nellie Mae Education Foundation, Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Nellie Mae Education Foundation, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Nellie Mae Education Foundation, Inc. 401(k) Plan side-by-side with 3 peers →

Nellie Mae Education Foundation, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Katena Products, Inc. Employees Retirement Plan in NJ ($7M); by covered participants it is Jch Holdings Inc. 401(k) Plan in TX (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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.

Frequently Asked Questions

How did Nellie Mae Education Foundation, Inc. 401(k) Plan assets move in 2022? ▼
Nellie Mae Education Foundation, Inc. 401(k) Plan contracted severely - down 40.6% during 2022, from $12M to $7M. Reported net income was -$5M.
How have Nellie Mae Education Foundation, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Nellie Mae Education Foundation, Inc.'s sponsor-wide assets grew 4.6%, from $7M to $8M.
Which 401(k) plans are similar in size to Nellie Mae Education Foundation, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Katena Products, Inc. Employees Retirement Plan in NJ ($7M, 145 participants).
Which 401(k) plans cover a similar participant headcount to Nellie Mae Education Foundation, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jch Holdings Inc. 401(k) Plan in TX (19 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042755323.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.