Defined Benefit (Pension) · DOL Form 5500 · 2022

National Australia Bank Limited Pension Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
16
Participants Small participant base
84th
Percentile by assets National rank
$2.0M
Avg per participant High balance/head
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Official DOL plan name: National Australia Bank Limited Pension Plan · Sponsored by National Australia Bank Limited · New York · Finance & Insurance

$32M in assets, 16 participants

National Australia Bank Limited's National Australia Bank Limited Pension Plan reported $32M in total assets and 16 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,817 in Finance & Insurance (9,261 peers)

Where National Australia Bank Limited Pension Plan sits by assets

National Australia Bank Limited Pension Plan sits in the top quartile of all filed plans by assets, $32M for 16 participants (~$2.0M/participant), down 16.4% in 2022.

#6,817
in Finance & Insurance (9,261 peers)
-16.4%
assets change YoY
0.3×
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 Australia Bank Limited Pension Plan's outsized position by total assets

National Australia Bank Limited Pension Plan vs every filed plan by assets

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

$32,275,384 Top 16% higher than 84% 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 Australia Bank Limited Pension 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. National Australia Bank Limited Pension Plan is a small filing (16 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 132901144 · National Australia Bank Limited PY 2022 · Defined Benefit (Pension)

National Australia Bank Limited Pension Plan · $32M · 16 · 84th

  • TYPE $32M
  • NET 16
  • BOOK 84th
  • VS-ST Defined Benefit (Pension)
  • BOY near Sandy Spring Bancorp, Inc. Retirement Income Plan
  • SCH ind #6817

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 →

National Australia Bank Limited Pension Plan in the asset neighbourhood

Retirement Plan of Louisiana Pigment Company, L.P.Retirement Plan of Louisiana…$32MThe Restated Noncontributory Retirement Plan for CooperativesThe Restated Noncontributory…$32MSandy Spring Bancorp, Inc. Retirement Income PlanSandy Spring Bancorp, Inc. R…$32MNational Australia Bank Limited Pension PlanNational Australia Bank Limi…$32MIntercounty Electric Coop Assoc. Employees Retirement Income PlanIntercounty Electric Coop As…$32M
End-of-year total assets ($M) among National Australia Bank Limited Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$32M
Net Income-$6M
Employer EIN132901144
Plan Effective Date1974-01-01
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 Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

National Australia Bank Limited Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants National Australia Bank Limited Pension Plan, Total assets ($B): 0.032275384 · Participants: 16National Australia Bank Limited Pension PlanIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
National Australia Bank Limited Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare National Australia Bank Limited Pension Plan side-by-side with 3 peers →

National Australia Bank Limited Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Sandy Spring Bancorp, Inc. Retirement Income Plan in MD ($32M); by covered participants it is I.a.T.S.E. Local 804 Wpvi-Tv Pension Plan in PA (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 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 Australia Bank Limited Pension Plan assets move in 2022? ▼
National Australia Bank Limited Pension Plan declined sharply - down 16.4% during 2022, from $39M to $32M. Reported net income was -$6M.
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 National Australia Bank Limited Pension Plan rank by assets among Form 5500 filers? ▼
National Australia Bank Limited Pension Plan ranks in the 84th 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 Defined Benefit (Pension) plans are similar in size to National Australia Bank Limited Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sandy Spring Bancorp, Inc. Retirement Income Plan in MD ($32M, 169 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to National Australia Bank Limited Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is I.a.T.S.E. Local 804 Wpvi-Tv Pension Plan in PA (16 participants, $2M 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.