401(k) · DOL Form 5500 · 2022

National Federation of Independent Business, Inc. 401(k) Plan

Data updated 2026-08-25

$85M
Total assets Below avg plan size
570
Participants Below avg headcount
92nd
Percentile by assets National rank
$149,389
Avg per participant Above avg balance/head
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Official DOL plan name: National Federation of Independent Business Retirement Savings Plan · Sponsored by National Federation of Independent Business, Inc. · Tennessee · Other Services

$85M in assets, 570 participants

National Federation of Independent Business, Inc.'s National Federation of Independent Business Retirement Savings Plan reported $85M in total assets and 570 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #8,141 in Other Services (8,398 peers)

Where National Federation of Independent Business Retirement Savings Plan sits by assets

National Federation of Independent Business Retirement Savings Plan sits in the top 10% of all filed plans by assets, $85M for 570 participants (~$149,389/participant), down 14.4% in 2022.

#8,141
in Other Services (8,398 peers)
-14.4%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $14M 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 Savings Plan's outsized position by total assets

National Federation of Independent Business Retirement Savings Plan vs every filed plan by assets

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

$85,151,612 Top 8% higher than 92% 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

National Federation of Independent Business Retirement Savings 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 Savings Plan sits mid-pack in the medium band (570 participants).

EBSA filing schedule strip

Filing strip 940707299 · National Federation of Independent Business, Inc. PY 2022 · 401(k)

National Federation of Independent Business Retirement Savings Plan · $85M · 570 · 92nd

  • PHOTO $85M
  • PHOTO 570
  • PHOTO 92nd
  • PHOTO 401(k)
  • PHOTO near Mccormick Barstow 401(k) Retirement Plan
  • PHOTO ind #8141

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 Savings Plan in the asset neighbourhood

Bass Thrift / 401(k) Plan and TrustBass Thrift / 401(k) Plan an…$85MLs Power Development, LLC 401(k) and Profit Sharing PlanLs Power Development, LLC 40…$85MNational Federation of Independent Business Retirement Savings PlanNational Federation of Indep…$85MMccormick Barstow 401(k) Retirement PlanMccormick Barstow 401(k) Ret…$85MSwbmg 401(k) Plan$85M
End-of-year total assets ($M) among National Federation of Independent Business Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$99M
Net Assets (End of Year)$85M
Net Income-$14M
Employer EIN940707299
Plan Effective Date1996-04-01
Filing StatusFILING 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
$100M$120M$140M$160M$180M 202220232024 $161M $113M ▼ -29.6%
Year Plans Participants Total Assets
2022 2 696 $161M
2023 2 688 $136M
2024 2 598 $113M

Nearby 401(k) Plans in Tennessee

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

National Federation of Independent Business Retirement Savings Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants National Federation of Independent Business Retirement Savings Plan, Total assets ($B): 0.085151612 · Participants: 570National Federation of Independent Business Retirement Savings PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
National Federation of Independent Business Retirement Savings Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare National Federation of Independent Business Retirement Savings Plan side-by-side with 3 peers →

National Federation of Independent Business Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Mccormick Barstow 401(k) Retirement Plan in CA ($85M); by covered participants it is Abc Appliance, Inc. Profit Sharing Plan and Trust in MI (570 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($85M here).

Similar participant headcount

Nearest other-state filings by covered participants (570 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 National Federation of Independent Business Retirement Savings Plan assets move in 2022? ▼
National Federation of Independent Business Retirement Savings Plan pulled back noticeably - down 14.4% during 2022, from $99M to $85M. Reported net income was -$14M.
How have National Federation of Independent Business, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Federation of Independent Business, Inc.'s sponsor-wide assets declined 29.6%, from $161M to $113M.
Where does National Federation of Independent Business Retirement Savings Plan rank by assets among Form 5500 filers? ▼
National Federation of Independent Business Retirement Savings Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to National Federation of Independent Business Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mccormick Barstow 401(k) Retirement Plan in CA ($85M, 164 participants).
Which 401(k) plans cover a similar participant headcount to National Federation of Independent Business Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Abc Appliance, Inc. Profit Sharing Plan and Trust in MI (570 participants, $56M 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 940707299.

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.