Money Purchase · DOL Form 5500 · 2022
The National Australia Bank Money Purchase Plan
Data updated 2026-08-11
- $18M
- Total assets
- 105
- Participants
- 76th
- Percentile by assets
- $175,765
- Avg per participant
Official DOL plan name: The Nab Money Purchase Pension Plan and Trust · Sponsored by The National Australia Bank · New York · Finance & Insurance
$18M in assets, 105 participants
The National Australia Bank's The Nab Money Purchase Pension Plan and Trust reported $18M in total assets and 105 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.
- 76th percentile by assets (of 139,126 plans)
- #5,760 in Finance & Insurance (9,261 peers)
Coverage in New York
The Nab Money Purchase Pension Plan and Trust covers 105 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $18M.
- $18M
- total plan assets (2022 EOY)
- 105
- covered participants
- 76th
- percentile by assets (of 139,126 plans)
- $175,765
- avg assets per participant
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. The Nab Money Purchase Pension Plan and Trust reports 105 participants - about 13% of that state average ($18M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | -$3M |
| Employer EIN | 132901144 |
| Plan Effective Date | 2003-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The National Australia Bank)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 218 | $98M |
| 2023 | 3 | 207 | $112M |
| 2024 | 2 | 100 | $96M |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
The Nab Money Purchase Pension Plan and Trust vs. nearby Money Purchase plans in New York, assets vs. participants
- Tiaa Retirement Plan $4.5B · 11,825
- Young Men's Christian Association Retirement Fund Retirement Plan $3.6B · 42,922
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan $1.7B · 11,845
- Brookhaven Science Associates, LLC Retirement Plan $1.3B · 2,436
- Iron Workers Locals 40,361, & 417 Annuity Fund $1.1B · 5,068
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to The Nab Money Purchase Pension Plan and Trust by total assets, not by location.
- Hamilton Health Care System, Inc. Rsvp Defined Contribution Plan (GA) $18M · 396
- Presbyterian Seniorcare Defined Contribution Pension Plan (PA) $18M · 823
- National Trust for Historic Preservation Defined Contribution Pension Plan (DC) $18M · 269
- Home Builders Institute Pension and Profit Sharing Plan (DC) $19M · 222
Frequently Asked Questions
How did The Nab Money Purchase Pension Plan and Trust assets move in 2022? ▼
How have The National Australia Bank plan assets changed over time? ▼
Where does The Nab Money Purchase Pension Plan and Trust rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to The Nab Money Purchase Pension Plan and Trust? ▼
Next read for The Nab Money Purchase Pension Plan and …
Filing takeaways
Ways to act on The Nab Money Purchase Pension Plan and Trust's numbers.
- By total assets, The Nab Money Purchase Pension Plan and Trust ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New York. Compare plans
- The National Australia Bank's sponsor-wide assets have declined 1.8% since 2022 across 3 plan years on file. More Finance & Insurance plans