401(k) · DOL Form 5500 · 2022

National Australia Bank Limited 401(k) Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
97
Participants Small participant base
87th
Percentile by assets National rank
$484,930
Avg per participant High balance/head
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Official DOL plan name: Nab Group/USA 401(k) Investment Plan · Sponsored by National Australia Bank Limited · New York · Finance & Insurance

$47M in assets, 97 participants

National Australia Bank Limited's Nab Group/USA 401(k) Investment Plan reported $47M in total assets and 97 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,405 in Finance & Insurance (9,261 peers)

Where Nab Group/USA 401(k) Investment Plan sits by assets

Nab Group/USA 401(k) Investment Plan sits in the top quartile of all filed plans by assets, $47M for 97 participants (~$484,930/participant), down 21.6% in 2022.

#7,405
in Finance & Insurance (9,261 peers)
-21.6%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Nab Group/USA 401(k) Investment Plan's outsized position by total assets

Nab Group/USA 401(k) Investment Plan vs every filed plan by assets

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

$47,038,218 Top 13% higher than 87% 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

Nab Group/USA 401(k) Investment 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. Nab Group/USA 401(k) Investment Plan is a small filing (97 participants) on this national headcount ladder.

DOL schedule card

Filing strip 132901144 · National Australia Bank Limited PY 2022 · 401(k)

Nab Group/USA 401(k) Investment Plan · $47M · 97 · 87th

  • PHOTO $47M
  • PHOTO 97
  • PHOTO 87th
  • PHOTO 401(k)
  • PHOTO near Palmetto Primary Care Physicians, LLC 401(k) Profit Sharing
  • PHOTO ind #7405

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 →

Nab Group/USA 401(k) Investment Plan in the asset neighbourhood

Hanley Wood, Dba Zonda 401(k) PlanHanley Wood, Dba Zonda 401(k…$47MNab Group/USA 401(k) Investment PlanNab Group/USA 401(k) Investm…$47MPalmetto Primary Care Physicians, LLC 401(k) Profit SharingPalmetto Primary Care Physic…$47MKeystone Human Services 401(k) Retirement PlanKeystone Human Services 401(…$47MMonmouth Cardiology Associates, LLC 401(k) PlanMonmouth Cardiology Associat…$47M
End-of-year total assets ($M) among Nab Group/USA 401(k) Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$47M
Net Income-$13M
Employer EIN132901144
Plan Effective Date2001-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Australia Bank Limited)

Sponsor-wide plan assets over time

All National Australia Bank Limited 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 401(k) Plans in New York

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

Nab Group/USA 401(k) Investment Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Nab Group/USA 401(k) Investment Plan, Total assets ($B): 0.047038218 · Participants: 97Nab Group/USA 401(k) Investment PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Nab Group/USA 401(k) Investment Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Nab Group/USA 401(k) Investment Plan side-by-side with 3 peers →

Nab Group/USA 401(k) Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Palmetto Primary Care Physicians, LLC 401(k) Profit Sharing in SC ($47M); by covered participants it is Rhode Island Eye Institute 401(k)Profit Sharing Plan in RI (97 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (97 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 Nab Group/USA 401(k) Investment Plan assets move in 2022? ▼
Nab Group/USA 401(k) Investment Plan declined sharply - down 21.6% during 2022, from $60M to $47M. Reported net income was -$13M.
How have National Australia Bank Limited plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Australia Bank Limited's sponsor-wide assets declined 1.8%, from $98M to $96M.
Where does Nab Group/USA 401(k) Investment Plan rank by assets among Form 5500 filers? ▼
Nab Group/USA 401(k) Investment Plan ranks in the 87th 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 Nab Group/USA 401(k) Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Palmetto Primary Care Physicians, LLC 401(k) Profit Sharing in SC ($47M, 651 participants).
Which 401(k) plans cover a similar participant headcount to Nab Group/USA 401(k) Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rhode Island Eye Institute 401(k)Profit Sharing Plan in RI (97 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 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.