Other · DOL Form 5500 · 2022
NAMI Retirement Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 88
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $154,691
- Avg per participant Above avg balance/head
Official DOL plan name: Nami 403(b) Plan · Sponsored by NAMI · Virginia · Other Services
$14M in assets, 88 participants
NAMI's Nami 403(b) Plan reported $14M in total assets and 88 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.
- #6,988 in Other Services (8,398 peers)
NAMI multi-year trail
NAMI's plans moved +32.3% in assets from 2022 to 2024; this filing shows Nami 403(b) Plan at $14M / 88 participants.
- #6,988
- in Other Services (8,398 peers)
- -14.7%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Nami 403(b) Plan's outsized position by total assets
Nami 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$13,612,782 Top 29% higher than 71% 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
Nami 403(b) Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nami 403(b) Plan is a small filing (88 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 431201653 · NAMI PY 2022 · Other
Nami 403(b) Plan · $14M · 88 · 71st
- BOY $14M
- BOY 88
- BOY 71st
- BOY Other
- BOY near Amnesty International of the U.S.a., Inc. 403(b) Tda Plan
- BOY ind #6988
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 Virginia →
Nami 403(b) Plan in the asset neighbourhood
NAMI multi-year asset trail
Sponsor-wide plan assets over time
All NAMI plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 32.30883297771168% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 88 | $14M |
| 2023 | 1 | 137 | $16M |
| 2024 | 1 | 194 | $18M |
NAMI filing trail (2022)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$2M |
| Employer EIN | 431201653 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Virginia
Peer Other plans, same state, same plan type, ranked by total assets.
- Sentara 403(b) Savings Plan $2.7B · 26,421
- The George Washington University Supplemental Retirement Plan $1.4B · 7,903
- Institute for Defense Analyses Tax Deferred Annuity Plan $719M · 1,346
- Carilion Clinic 403(b) Retirement Savings Plan $597M · 12,418
- Centra Health Matching Tax Deferred Savings Plan $595M · 6,854
Nami 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Virginia, the nearest Other by assets is Amnesty International of the U.S.a., Inc. 403(b) Tda Plan in NY ($14M); by covered participants it is Oregon Coast Aquarium Retirement Plan in OR (88 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Amnesty International of the U.S.a., Inc. 403(b) Tda Plan (NY) $14M · 74
- Methodist Theological School DC (OH) $14M · 131
- Union Institute & University Retirement Plan (OH) $14M · 273
- Vesta, Inc. 403(b) Plan (MD) $14M · 231
Similar participant headcount
Nearest other-state filings by covered participants (88 participants); asset peers above are excluded.
- Oregon Coast Aquarium Retirement Plan (OR) 88 · 0 off
- Blackburn University DC Retirement Plan (IL) 88 · 0 off
- Dematha Catholic High School, Inc. 403(b) Plan (MD) 88 · 0 off
- Marine Military Academy, Inc. Retirement Plan (TX) 88 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.