401(k) · DOL Form 5500 · 2022

National Funding, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
183
Participants Below avg headcount
64th
Percentile by assets National rank
$51,685
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: National Funding, Inc. 401(k) Plan · Sponsored by National Funding, Inc. · California · Real Estate

$9M in assets, 183 participants

National Funding, Inc.'s National Funding, Inc. 401(k) Plan reported $9M in total assets and 183 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #4,007 in Real Estate (5,057 peers)

Coverage in California

National Funding, Inc. 401(k) Plan covers 183 participants in California, about 29% of the average California filer (state average ~630 per filing). Assets: $9M.

#4,007
in Real Estate (5,057 peers)
-7.7%
assets change YoY

The plan reported a net loss of $792K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

National Funding, Inc. 401(k) Plan's mid-pack asset rank among Real Estate and all filers

National Funding, Inc. 401(k) Plan vs every filed plan by assets

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

$9,458,417 Top 36% higher than 64% 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 Funding, Inc. 401(k) 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 Funding, Inc. 401(k) Plan sits mid-pack in the medium band (183 participants).

Published 5500 schedule card

Filing strip 954724281 · National Funding, Inc. PY 2022 · 401(k)

National Funding, Inc. 401(k) Plan · $9M · 183 · 64th

  • BOY $9M
  • SCH 183
  • EBSA 64th
  • PART 401(k)
  • TYPE near Csbo Holdings, Inc. 401(k)/ESOP Plan
  • NET ind #4007

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 Real Estate retirement plans → · Plans in California →

National Funding, Inc. 401(k) Plan in the asset neighbourhood

National Funding, Inc. 401(k) PlanNational Funding, Inc. 401(k…$9MCsbo Holdings, Inc. 401(k)/ESOP PlanCsbo Holdings, Inc. 401(k)/E…$9MSlocum and Sons 401(k) Plan$9MLewis & Clark Behavioral Health Services, Inc. Safe Harbor 401(k) PlanLewis & Clark Behavioral Hea…$9MCambridge Real Estate Services Inc., Profit Sharing and Employee Savings Benefit PlanCambridge Real Estate Servic…$9M
End-of-year total assets ($M) among National Funding, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$792K
Employer EIN954724281
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Funding, Inc.)

Sponsor-wide plan assets over time

All National Funding, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 48.95807617701779% vs 2022
2023 filing year
$8M$10M$12M$14M$16M 20222023 $9.46M $14.1M ▲ +48.9%
Year Plans Participants Total Assets
2022 1 183 $9M
2023 1 258 $14M

Nearby 401(k) Plans in California

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

National Funding, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants National Funding, Inc. 401(k) Plan, Total assets ($B): 0.009458417 · Participants: 183National Funding, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
National Funding, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare National Funding, Inc. 401(k) Plan side-by-side with 3 peers →

National Funding, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Csbo Holdings, Inc. 401(k)/ESOP Plan in CO ($9M); by covered participants it is Masy's Retirement Plan in MA (183 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (183 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 Funding, Inc. 401(k) Plan assets move in 2022? ▼
National Funding, Inc. 401(k) Plan pulled back noticeably - down 7.7% during 2022, from $10M to $9M. Reported net income was -$792K.
How have National Funding, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), National Funding, Inc.'s sponsor-wide assets grew 49.0%, from $9M to $14M.
Which 401(k) plans are similar in size to National Funding, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Csbo Holdings, Inc. 401(k)/ESOP Plan in CO ($9M, 36 participants).
Which 401(k) plans cover a similar participant headcount to National Funding, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Masy's Retirement Plan in MA (183 participants, N/A 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 954724281.

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.