401(k) · DOL Form 5500 · 2022

National Bank of Canada 401(k) Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size
251
Participants Below avg headcount
88th
Percentile by assets National rank
$202,179
Avg per participant Above avg balance/head
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Official DOL plan name: National Bank Financial Group 401(k) Plan · Sponsored by National Bank of Canada · New York · Finance & Insurance

$51M in assets, 251 participants

National Bank of Canada's National Bank Financial Group 401(k) Plan reported $51M in total assets and 251 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,496 in Finance & Insurance (9,261 peers)

Coverage in New York

National Bank Financial Group 401(k) Plan covers 251 participants in New York, about 31% of the average New York filer (state average ~798 per filing). Assets: $51M.

#7,496
in Finance & Insurance (9,261 peers)
-13.3%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

National Bank Financial Group 401(k) Plan's outsized position by total assets

National Bank Financial Group 401(k) Plan vs every filed plan by assets

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

$50,746,913 Top 12% higher than 88% 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 Bank Financial Group 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 Bank Financial Group 401(k) Plan sits mid-pack in the medium band (251 participants).

EBSA filing schedule strip

Filing strip 954108888 · National Bank of Canada PY 2022 · 401(k)

National Bank Financial Group 401(k) Plan · $51M · 251 · 88th

  • SCH $51M
  • SCH 251
  • SCH 88th
  • SCH 401(k)
  • SCH near Glen Mills Schools Savings and Protection Plan
  • SCH ind #7496

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 Finance & Insurance retirement plans → · Plans in New York →

National Bank Financial Group 401(k) Plan in the asset neighbourhood

National Bank Financial Group 401(k) PlanNational Bank Financial Grou…$51MGlen Mills Schools Savings and Protection PlanGlen Mills Schools Savings a…$51MBank of Stockton 401(k) Plan and TrustBank of Stockton 401(k) Plan…$51MPreit Services, LLC Profit-Sharing 401(k) PlanPreit Services, LLC Profit-S…$51MThe Psmc Companies 401(k) and Profit Sharing PlanThe Psmc Companies 401(k) an…$51M
End-of-year total assets ($M) among National Bank Financial Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$59M
Net Assets (End of Year)$51M
Net Income-$8M
Employer EIN954108888
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Bank of Canada)

Sponsor-wide plan assets over time

All National Bank of Canada plans reported in each filing year

Latest sponsor-wide plan assets
$69M 35.86327704307846% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $50.8M $69M ▲ +35.9%
Year Plans Participants Total Assets
2022 1 251 $51M
2023 1 273 $62M
2024 1 307 $69M

Nearby 401(k) Plans in New York

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

National Bank Financial Group 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants National Bank Financial Group 401(k) Plan, Total assets ($B): 0.050746913 · Participants: 251National Bank Financial Group 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
National Bank Financial Group 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare National Bank Financial Group 401(k) Plan side-by-side with 3 peers →

National Bank Financial Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Glen Mills Schools Savings and Protection Plan in PA ($51M); by covered participants it is Trusted Senior Care, LLC Dba Home Instead Senior Care 401(k) Plan in KY (251 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (251 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 Bank Financial Group 401(k) Plan assets move in 2022? ▼
National Bank Financial Group 401(k) Plan pulled back noticeably - down 13.3% during 2022, from $59M to $51M. Reported net income was -$8M.
How have National Bank of Canada plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Bank of Canada's sponsor-wide assets grew 35.9%, from $51M to $69M.
Where does National Bank Financial Group 401(k) Plan rank by assets among Form 5500 filers? ▼
National Bank Financial Group 401(k) Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to National Bank Financial Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Glen Mills Schools Savings and Protection Plan in PA ($51M, 73 participants).
Which 401(k) plans cover a similar participant headcount to National Bank Financial Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Trusted Senior Care, LLC Dba Home Instead Senior Care 401(k) Plan in KY (251 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 954108888.

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.