401(k) · DOL Form 5500 · 2022
North American Electric Reliability Corporation 401(k) Plan
Data updated 2026-08-25
- $68M
- Total assets Below avg plan size
- 206
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $329,042
- Avg per participant High balance/head
Official DOL plan name: North American Electric Reliability Corporation Savings and Investment Plan · Sponsored by North American Electric Reliability Corporation · Georgia · Other Services
$68M in assets, 206 participants
North American Electric Reliability Corporation's North American Electric Reliability Corporation Savings and Investment Plan reported $68M in total assets and 206 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.
- #8,064 in Other Services (8,398 peers)
Coverage in Georgia
North American Electric Reliability Corporation Savings and Investment Plan covers 206 participants in Georgia, about 19% of the average Georgia filer (state average ~1,096 per filing). Assets: $68M.
- #8,064
- in Other Services (8,398 peers)
- -13.3%
- assets change YoY
- 0.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
North American Electric Reliability Corporation Savings and Investment Plan's outsized position by total assets
North American Electric Reliability Corporation Savings and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$67,782,711 Top 10% higher than 90% 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
North American Electric Reliability Corporation Savings and Investment 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. North American Electric Reliability Corporation Savings and Investment Plan sits mid-pack in the medium band (206 participants).
Plan-year Form 5500 strip
Filing strip 204821888 · North American Electric Reliability Corporation PY 2022 · 401(k)
North American Electric Reliability Corporation Savings and Investment Plan · $68M · 206 · 90th
- EBSA $68M
- EBSA 206
- EBSA 90th
- EBSA 401(k)
- EBSA near Humana Puerto Rico Retirement Savings Plan
- EBSA ind #8064
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 Georgia →
North American Electric Reliability Corporation Savings and Investment Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $78M |
|---|---|
| Net Assets (End of Year) | $68M |
| Net Income | -$10M |
| Employer EIN | 204821888 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (North American Electric Reliability Corporation)
Sponsor-wide plan assets over time
All North American Electric Reliability Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $91M 34.85437901709184% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 206 | $68M |
| 2023 | 1 | 224 | $81M |
| 2024 | 1 | 231 | $91M |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster-UPS National 401(k) Tax Deferred Savings Plan $14.7B · 549,610
- Delta 401(k) Retirement Plan $13.2B · 72,820
- Delta 401(k) Retirement Plan for Pilots $11.5B · 12,193
- UPS 401 (K) Savings Plan $11.3B · 107,310
- The Home Depot Futurebuilder $10.7B · 423,174
North American Electric Reliability Corporation Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Humana Puerto Rico Retirement Savings Plan in KY ($68M); by covered participants it is Westrec Properties, Inc. & Affiliated Companies 401(k) Plan in CA (206 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($68M here).
- Humana Puerto Rico Retirement Savings Plan (KY) $68M · 1,109
- Montage Hotels & Resorts 401(k) Plan (CA) $68M · 2,369
- Plz Aeroscience 401(k) Profit Sharing Plan & Trust (IL) $68M · 1,651
- Cambridge Systematics, Inc. 401(k) Plan (MA) $68M · 220
Similar participant headcount
Nearest other-state filings by covered participants (206 participants); asset peers above are excluded.
- Westrec Properties, Inc. & Affiliated Companies 401(k) Plan (CA) 206 · 0 off
- Austin Gastroenterology, P.a. 401(k) Profit Sharing Plan (TX) 206 · 0 off
- American Linehaul Corporation 401(k) Profit Sharing Plan & Trust (NJ) 206 · 0 off
- American Linehaul Corporation 401(k) Profit Sharing Plan & Trust (NJ) 206 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.