401(k) · DOL Form 5500 · 2022

National Lift Truck, Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
157
Participants Small participant base
78th
Percentile by assets National rank
$132,071
Avg per participant Near avg balance/head
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Official DOL plan name: National Lift Truck Companies Profit Sharing 401(k) Plan and Trust · Sponsored by National Lift Truck, Inc. · Illinois · Wholesale Trade

$21M in assets, 157 participants

National Lift Truck, Inc.'s National Lift Truck Companies Profit Sharing 401(k) Plan and Trust reported $21M in total assets and 157 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,179 in Wholesale Trade (6,843 peers)

Coverage in Illinois

National Lift Truck Companies Profit Sharing 401(k) Plan and Trust covers 157 participants in Illinois, about 20% of the average Illinois filer (state average ~779 per filing). Assets: $21M.

#5,179
in Wholesale Trade (6,843 peers)
-21.0%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

National Lift Truck Companies Profit Sharing 401(k) Plan and Trust's outsized position by total assets

National Lift Truck Companies Profit Sharing 401(k) Plan and Trust vs every filed plan by assets

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

$20,735,213 Top 22% higher than 78% 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 Lift Truck Companies Profit Sharing 401(k) Plan and Trust 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 Lift Truck Companies Profit Sharing 401(k) Plan and Trust sits mid-pack in the medium band (157 participants).

Form 5500 schedule snapshot

Filing strip 362960004 · National Lift Truck, Inc. PY 2022 · 401(k)

National Lift Truck Companies Profit Sharing 401(k) Plan and Trust · $21M · 157 · 78th

  • ASSETS $21M
  • PCT 157
  • EIN 78th
  • RANK 401(k)
  • PHOTO near Theradex Systems, Inc. Retirement Savings Plan
  • IND ind #5179

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 Wholesale Trade retirement plans → · Plans in Illinois →

National Lift Truck Companies Profit Sharing 401(k) Plan and Trust in the asset neighbourhood

National Lift Truck Companies Profit Sharing 401(k) Plan and TrustNational Lift Truck Companie…$21MTheradex Systems, Inc. Retirement Savings PlanTheradex Systems, Inc. Retir…$21MGrayson & Associates, P.C. 401(k) Profit Sharing PlanGrayson & Associates, P.C. 4…$21MShamrock Technologies, Inc. 401(k) Profit Sharing PlanShamrock Technologies, Inc. …$21MOptions for Southern Oregon, Inc. 403(b) PlanOptions for Southern Oregon,…$21M
End-of-year total assets ($M) among National Lift Truck Companies Profit Sharing 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$21M
Net Income-$6M
Employer EIN362960004
Plan Effective Date1998-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

National Lift Truck Companies Profit Sharing 401(k) Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants National Lift Truck Companies Profit Sharing 401(k) Plan and Trust, Total assets ($B): 0.020735213 · Participants: 157National Lift Truck Companies Profit Sharing 401(k) Plan and TrustState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
National Lift Truck Companies Profit Sharing 401(k) Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare National Lift Truck Companies Profit Sharing 401(k) Plan and Trust side-by-side with 3 peers →

National Lift Truck Companies Profit Sharing 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Theradex Systems, Inc. Retirement Savings Plan in NJ ($21M); by covered participants it is We Transport Inc. Salaried 401(k) Plan in NY (157 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (157 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 Lift Truck Companies Profit Sharing 401(k) Plan and Trust assets move in 2022? ▼
National Lift Truck Companies Profit Sharing 401(k) Plan and Trust declined sharply - down 21.0% during 2022, from $26M to $21M. Reported net income was -$6M.
Where does National Lift Truck Companies Profit Sharing 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
National Lift Truck Companies Profit Sharing 401(k) Plan and Trust ranks in the 78th 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 Lift Truck Companies Profit Sharing 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Theradex Systems, Inc. Retirement Savings Plan in NJ ($21M, 93 participants).
Which 401(k) plans cover a similar participant headcount to National Lift Truck Companies Profit Sharing 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is We Transport Inc. Salaried 401(k) Plan in NY (157 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 362960004.

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.