401(k) · DOL Form 5500 · 2022

National Equity Fund Inc. 401(k) Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size
194
Participants Below avg headcount
90th
Percentile by assets National rank
$339,657
Avg per participant High balance/head
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Official DOL plan name: National Equity Fund 401(k) Retirement Plan · Sponsored by National Equity Fund Inc. · Illinois · Real Estate

$66M in assets, 194 participants

National Equity Fund Inc.'s National Equity Fund 401(k) Retirement Plan reported $66M in total assets and 194 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.

  • #4,900 in Real Estate (5,057 peers)

Coverage in Illinois

National Equity Fund 401(k) Retirement Plan covers 194 participants in Illinois, about 25% of the average Illinois filer (state average ~779 per filing). Assets: $66M.

#4,900
in Real Estate (5,057 peers)
-18.2%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

National Equity Fund 401(k) Retirement Plan's outsized position by total assets

National Equity Fund 401(k) Retirement Plan vs every filed plan by assets

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

$65,893,541 Top 10% higher than 90% 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 Equity Fund 401(k) Retirement 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. National Equity Fund 401(k) Retirement Plan sits mid-pack in the medium band (194 participants).

Form 5500 schedule snapshot

Filing strip 363490231 · National Equity Fund Inc. PY 2022 · 401(k)

National Equity Fund 401(k) Retirement Plan · $66M · 194 · 90th

  • PHOTO $66M
  • PHOTO 194
  • PHOTO 90th
  • PHOTO 401(k)
  • PHOTO near Kitchell Affiliates Employees' Tax Deferred Savings Plan
  • PHOTO ind #4900

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 Real Estate retirement plans → · Plans in Illinois →

National Equity Fund 401(k) Retirement Plan in the asset neighbourhood

Kitchell Affiliates Employees' Tax Deferred Savings PlanKitchell Affiliates Employee…$66MMacdonald, Illig, Jones & Britton 401(k) Retirement PlanMacdonald, Illig, Jones & Br…$66MRoyal Credit Union 401(k) PlanRoyal Credit Union 401(k) Pl…$66MNational Equity Fund 401(k) Retirement PlanNational Equity Fund 401(k) …$66MAxway Inc. 401(k) Plan$66M
End-of-year total assets ($M) among National Equity Fund 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$81M
Net Assets (End of Year)$66M
Net Income-$11M
Employer EIN363490231
Plan Effective Date1995-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Equity Fund Inc.)

Sponsor-wide plan assets over time

All National Equity Fund Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$92M 39.01728091984008% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $65.9M $91.6M ▲ +39.0%
Year Plans Participants Total Assets
2022 1 194 $66M
2023 1 186 $77M
2024 1 196 $92M

Nearby 401(k) Plans in Illinois

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

National Equity Fund 401(k) Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants National Equity Fund 401(k) Retirement Plan, Total assets ($B): 0.065893541 · Participants: 194National Equity Fund 401(k) Retirement PlanState 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 Equity Fund 401(k) Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare National Equity Fund 401(k) Retirement Plan side-by-side with 3 peers →

National Equity Fund 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Kitchell Affiliates Employees' Tax Deferred Savings Plan in AZ ($66M); by covered participants it is L.I.F. Industries, Inc. 401(k) Plan in NY (194 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (194 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 Equity Fund 401(k) Retirement Plan assets move in 2022? ▼
National Equity Fund 401(k) Retirement Plan declined sharply - down 18.2% during 2022, from $81M to $66M. Reported net income was -$11M.
How have National Equity Fund Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Equity Fund Inc.'s sponsor-wide assets grew 39.0%, from $66M to $92M.
Where does National Equity Fund 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
National Equity Fund 401(k) Retirement Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to National Equity Fund 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kitchell Affiliates Employees' Tax Deferred Savings Plan in AZ ($66M, 779 participants).
Which 401(k) plans cover a similar participant headcount to National Equity Fund 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is L.I.F. Industries, Inc. 401(k) Plan in NY (194 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 363490231.

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.