Defined Benefit (Pension) · DOL Form 5500 · 2022
National Federation of Independent Business, Inc. Pension Plan
Data updated 2026-08-25
- $76M
- Total assets Below avg plan size
- 126
- Participants Small participant base
- 91st
- Percentile by assets National rank
- $603,460
- Avg per participant High balance/head
Official DOL plan name: National Federation of Independent Business Retirement Plan · Sponsored by National Federation of Independent Business, Inc. · Tennessee · Other Services
$76M in assets, 126 participants
National Federation of Independent Business, Inc.'s National Federation of Independent Business Retirement Plan reported $76M in total assets and 126 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.
- #8,103 in Other Services (8,398 peers)
Coverage in Tennessee
National Federation of Independent Business Retirement Plan covers 126 participants in Tennessee, about 11% of the average Tennessee filer (state average ~1,126 per filing). Assets: $76M.
- #8,103
- in Other Services (8,398 peers)
- -19.4%
- assets change YoY
- 0.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $18M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
National Federation of Independent Business Retirement Plan's outsized position by total assets
National Federation of Independent Business Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$76,035,914 Top 9% higher than 91% 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
National Federation of Independent Business Retirement Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. National Federation of Independent Business Retirement Plan sits mid-pack in the medium band (126 participants).
Plan-year Form 5500 strip
Filing strip 940707299 · National Federation of Independent Business, Inc. PY 2022 · Defined Benefit (Pension)
National Federation of Independent Business Retirement Plan · $76M · 126 · 91st
- 5500 $76M
- ASSETS 126
- PCT 91st
- EIN Defined Benefit (Pension)
- RANK near Pension Plan for Employees of Cn U.S. Subsidiaries
- PHOTO ind #8103
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 Tennessee →
National Federation of Independent Business Retirement Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $94M |
|---|---|
| Net Assets (End of Year) | $76M |
| Net Income | -$18M |
| Employer EIN | 940707299 |
| Plan Effective Date | 1970-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (National Federation of Independent Business, Inc.)
Sponsor-wide plan assets over time
All National Federation of Independent Business, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $113M 29.609708756247056% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 696 | $161M |
| 2023 | 2 | 688 | $136M |
| 2024 | 2 | 598 | $113M |
Nearby Defined Benefit (Pension) Plans in Tennessee
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Employees' Pension Plan $25.6B · 119,742
- Retirement Plan of International Paper Company $8.8B · 20,914
- Pension Plan for Employees at Ornl $2.3B · 5,460
- Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee $2.0B · 2,920
- Nissan Employee Retirement Plan $1.5B · 4,575
National Federation of Independent Business Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Tennessee, the nearest Defined Benefit (Pension) by assets is Pension Plan for Employees of Cn U.S. Subsidiaries in IL ($76M); by covered participants it is Weil, Gotshal & Manges Partners' Variable Defined Benefit Plan in NY (126 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($76M here).
Similar participant headcount
Nearest other-state filings by covered participants (126 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.