Other
2022 plan-year Other DOL Form 5500

NASDAQ PENSION PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

NASDAQ, INC.

This Other plan holds $79M in total assets and serves 203 participants as of 2022. It is sponsored by NASDAQ, INC. in Maryland. The plan reported a net loss of $32M for the year.

Total Assets (2023)
$79M
Participants
203
State
Industry
Finance & Insurance

What the Filing Says About NASDAQ PENSION PLAN

NASDAQ PENSION PLAN is a Other retirement plan sponsored by NASDAQ, INC., headquartered in Maryland. As of the 2022 Form 5500 filing, the plan reports $79M in total end-of-year assets and covers 203 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 521165937, and the plan has been effective since 2006-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $111M at the beginning of 2022 to $79M at year-end — a decline of 29.2%. Net assets (after liabilities) closed the year at $78M, with reported net income of $-32,383,362 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$111M
Total Assets (End of Year)$79M
Net Assets (End of Year)$78M
Net Income$-32,383,362
Plan TypeOther
Employer EIN521165937
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (NASDAQ, INC.)

Year Plans Participants Total Assets
2022 2 2,291 $777M
2023 2 2,566 $918M
2024 1 2,352 $984M

Nearby Other Plans in Maryland

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the NASDAQ PENSION PLAN?
As of the 2022 Form 5500 filing, NASDAQ PENSION PLAN holds $79M in total assets with 203 participants. It is sponsored by NASDAQ, INC..
What type of plan is NASDAQ PENSION PLAN?
NASDAQ PENSION PLAN is a Other plan. It has been effective since 2006-01-01. The plan is filed with the U.S. Department of Labor under EIN 521165937.
Who sponsors the NASDAQ PENSION PLAN?
NASDAQ PENSION PLAN is sponsored by NASDAQ, INC., located in Maryland. The sponsor's EIN is 521165937 and the plan operates in the Finance & Insurance industry.
How did NASDAQ PENSION PLAN perform in 2022?
NASDAQ PENSION PLAN declined by 29.2% during 2022, moving from $111M to $79M in total assets. Net income was $-32,383,362.
Where can I find official filings for NASDAQ PENSION PLAN?
Official Form 5500 filings for NASDAQ PENSION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 521165937 or plan name at efast.dol.gov.
How does NASDAQ PENSION PLAN compare to other plans?
You can compare NASDAQ PENSION PLAN against other Other plans on the plan type page, or view plans in Maryland on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 521165937.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.