401(k) · DOL Form 5500 · 2022
National Benefit Services, LLC 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 289
- Participants Below avg headcount
- 69th
- Percentile by assets National rank
- $42,198
- Avg per participant Low balance/head
Official DOL plan name: Nbs Retirement Readiness Plan · Sponsored by National Benefit Services, LLC · Utah · Professional & Technical Services
$12M in assets, 289 participants
National Benefit Services, LLC's Nbs Retirement Readiness Plan reported $12M in total assets and 289 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.
- #14,677 in Professional & Technical Services (21,562 peers)
Coverage in Utah
Nbs Retirement Readiness Plan covers 289 participants in Utah, about 49% of the average Utah filer (state average ~592 per filing). Assets: $12M.
- #14,677
- in Professional & Technical Services (21,562 peers)
- -19.1%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Nbs Retirement Readiness Plan's outsized position by total assets
Nbs Retirement Readiness Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$12,195,097 Top 31% higher than 69% 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
Nbs Retirement Readiness 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. Nbs Retirement Readiness Plan sits mid-pack in the medium band (289 participants).
EBSA filing schedule strip
Filing strip 203886993 · National Benefit Services, LLC PY 2022 · 401(k)
Nbs Retirement Readiness Plan · $12M · 289 · 69th
- BOOK $12M
- BOOK 289
- BOOK 69th
- BOOK 401(k)
- BOOK near Worldatwork Retirement Plan
- BOOK ind #14677
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 Professional & Technical Services retirement plans → · Plans in Utah →
Nbs Retirement Readiness Plan in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | -$3M |
| Employer EIN | 203886993 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (National Benefit Services, LLC)
Sponsor-wide plan assets over time
All National Benefit Services, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 63.617337361072245% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 289 | $12M |
| 2023 | 1 | 343 | $17M |
| 2024 | 1 | 359 | $20M |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Deseret 401(k) Plan $4.7B · 23,455
- Intermountain Healthcare Savings Plus 401(k) Plan $3.6B · 42,446
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.5B · 9,870
- Skywest, Inc. Employees' Retirement Plan $952M · 16,878
- Autoliv Asp, Inc. Employee Savings and Investment Plan $588M · 4,068
Nbs Retirement Readiness Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Worldatwork Retirement Plan in AZ ($12M); by covered participants it is De Pere Cabinet, Inc. Employees' Profit Sharing and Savings Plan in WI (289 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Worldatwork Retirement Plan (AZ) $12M · 80
- 401(k)Profit Sharing Plan for Employees of West Yavapai Guidance Clinic D/B/a Polara Health (AZ) $12M · 371
- Westmoreland Mechanical Testing and Research Profit Sharing Plan (PA) $12M · 175
- Banyan Securities LLC 401(k) Profit Sharing Plan and Trust (CA) $12M · 7
Similar participant headcount
Nearest other-state filings by covered participants (289 participants); asset peers above are excluded.
- De Pere Cabinet, Inc. Employees' Profit Sharing and Savings Plan (WI) 289 · 0 off
- Tractor Central LLC 401(k) and Retirement Savings (WI) 289 · 0 off
- Sizzling Steak Concepts 401(k) Plan (GA) 289 · 0 off
- Nexus Technologies, LLC 401(k) Plan (CO) 289 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.