Money Purchase · DOL Form 5500 · 2022

The National Australia Bank Money Purchase Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
105
Participants Small participant base
76th
Percentile by assets National rank
$175,765
Avg per participant Above avg balance/head
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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.

  • #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.

#5,760
in Finance & Insurance (9,261 peers)
-15.2%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

The Nab Money Purchase Pension Plan and Trust's outsized position by total assets

The Nab Money Purchase Pension Plan and Trust vs every filed plan by assets

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

$18,455,358 Top 24% higher than 76% 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

The Nab Money Purchase Pension 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. The Nab Money Purchase Pension Plan and Trust sits mid-pack in the medium band (105 participants).

EBSA filing schedule strip

Filing strip 132901144 · The National Australia Bank PY 2022 · Money Purchase

The Nab Money Purchase Pension Plan and Trust · $18M · 105 · 76th

  • RANK $18M
  • PHOTO 105
  • IND 76th
  • EOY Money Purchase
  • 5500 near Hamilton Health Care System, Inc. Rsvp Defined Contribution Plan
  • ASSETS ind #5760

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 Finance & Insurance retirement plans → · Plans in New York →

The Nab Money Purchase Pension Plan and Trust in the asset neighbourhood

Home Builders Institute Pension and Profit Sharing PlanHome Builders Institute Pens…$19MThe Nab Money Purchase Pension Plan and TrustThe Nab Money Purchase Pensi…$18MHamilton Health Care System, Inc. Rsvp Defined Contribution PlanHamilton Health Care System,…$18MPresbyterian Seniorcare Defined Contribution Pension PlanPresbyterian Seniorcare Defi…$18MNational Trust for Historic Preservation Defined Contribution Pension PlanNational Trust for Historic …$18M
End-of-year total assets ($M) among The Nab Money Purchase Pension Plan and Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$18M
Net Income-$3M
Employer EIN132901144
Plan Effective Date2003-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The National Australia Bank)

Sponsor-wide plan assets over time

All The National Australia Bank plans reported in each filing year

Latest sponsor-wide plan assets
$96M 1.8181015733418868% vs 2022
2024 filing year
$90M$95M$100M$105M$110M$115M 202220232024 $97.8M $96M ▼ -1.8%
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 Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants The Nab Money Purchase Pension Plan and Trust, Total assets ($B): 0.018455358 · Participants: 105The Nab Money Purchase Pension Plan and TrustTiaa Retirement Plan, Total assets ($B): 4.543178238 · Participants: 11825Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.62423 · Participants: 42922Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 1.717200853 · Participants: 11845McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.251409519 · Participants: 2436Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40,361, & 417 Annuity Fund, Total assets ($B): 1.072542175 · Participants: 5068Iron Workers Locals 40,361, & 417 Annuity Fund
The Nab Money Purchase Pension Plan and Trust vs. nearby Money Purchase plans in New York, assets vs. participants
Compare The Nab Money Purchase Pension Plan and Trust side-by-side with 3 peers →

The Nab Money Purchase Pension Plan and Trust's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Hamilton Health Care System, Inc. Rsvp Defined Contribution Plan in GA ($18M); by covered participants it is United Union of Roofers, Waterproofers & Allied Workers Local #112 Money Purchase Pension Plan in KS (105 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (105 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 The Nab Money Purchase Pension Plan and Trust assets move in 2022? ▼
The Nab Money Purchase Pension Plan and Trust declined sharply - down 15.2% during 2022, from $22M to $18M. Reported net income was -$3M.
How have The National Australia Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The National Australia Bank's sponsor-wide assets declined 1.8%, from $98M to $96M.
Where does The Nab Money Purchase Pension Plan and Trust rank by assets among Form 5500 filers? ▼
The Nab Money Purchase Pension Plan and Trust ranks in the 76th 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 Money Purchase plans are similar in size to The Nab Money Purchase Pension Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Hamilton Health Care System, Inc. Rsvp Defined Contribution Plan in GA ($18M, 396 participants).
Which Money Purchase plans cover a similar participant headcount to The Nab Money Purchase Pension Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is United Union of Roofers, Waterproofers & Allied Workers Local #112 Money Purchase Pension Plan in KS (105 participants, $13M 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 132901144.

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.