401(k) · DOL Form 5500 · 2022

National Business Furniture, LLC 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
225
Participants Below avg headcount
85th
Percentile by assets National rank
$166,524
Avg per participant Above avg balance/head
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Official DOL plan name: National Business Furniture Performance Retirement Plan · Sponsored by National Business Furniture, LLC · Wisconsin · Wholesale Trade

$37M in assets, 225 participants

National Business Furniture, LLC's National Business Furniture Performance Retirement Plan reported $37M in total assets and 225 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #5,881 in Wholesale Trade (6,843 peers)

Coverage in Wisconsin

National Business Furniture Performance Retirement Plan covers 225 participants in Wisconsin, about 40% of the average Wisconsin filer (state average ~563 per filing). Assets: $37M.

#5,881
in Wholesale Trade (6,843 peers)
-14.1%
assets change YoY
0.4×
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 Business Furniture Performance Retirement Plan's outsized position by total assets

National Business Furniture Performance Retirement Plan vs every filed plan by assets

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

$37,467,954 Top 15% higher than 85% 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 Business Furniture Performance 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 Business Furniture Performance Retirement Plan sits mid-pack in the medium band (225 participants).

DOL schedule card

Filing strip 203851320 · National Business Furniture, LLC PY 2022 · 401(k)

National Business Furniture Performance Retirement Plan · $37M · 225 · 85th

  • 5500 $37M
  • ASSETS 225
  • PCT 85th
  • EIN 401(k)
  • RANK near Calypso Technology, Inc. 401(k) Retirement Savings Plan
  • PHOTO ind #5881

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 Wholesale Trade retirement plans → · Plans in Wisconsin →

National Business Furniture Performance Retirement Plan in the asset neighbourhood

National Business Furniture Performance Retirement PlanNational Business Furniture …$37MCalypso Technology, Inc. 401(k) Retirement Savings PlanCalypso Technology, Inc. 401…$37MIsagenix International LLC 401(k) Profit Sharing Plan and TrustIsagenix International LLC 4…$37MMarklogic Corporation 401(k) Profit Sharing PlanMarklogic Corporation 401(k)…$37MBachman's 401(k) Retirement Savings PlanBachman's 401(k) Retirement …$37M
End-of-year total assets ($M) among National Business Furniture Performance Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$37M
Net Income-$6M
Employer EIN203851320
Plan Effective Date1963-12-11
Filing StatusFILING RECEIVED

Sponsor Plan History (National Business Furniture, LLC)

Sponsor-wide plan assets over time

All National Business Furniture, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$47M 24.910372741463277% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $37.5M $46.8M ▲ +24.9%
Year Plans Participants Total Assets
2022 1 225 $37M
2023 1 232 $44M
2024 1 238 $47M

Nearby 401(k) Plans in Wisconsin

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

National Business Furniture Performance Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants National Business Furniture Performance Retirement Plan, Total assets ($B): 0.037467954 · Participants: 225National Business Furniture Performance Retirement PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
National Business Furniture Performance Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

National Business Furniture Performance Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Calypso Technology, Inc. 401(k) Retirement Savings Plan in CA ($37M); by covered participants it is Combs Concrete Construction Company 401(k) Plan in NC (225 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (225 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 Business Furniture Performance Retirement Plan assets move in 2022? ▼
National Business Furniture Performance Retirement Plan pulled back noticeably - down 14.1% during 2022, from $44M to $37M. Reported net income was -$6M.
How have National Business Furniture, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Business Furniture, LLC's sponsor-wide assets grew 24.9%, from $37M to $47M.
Where does National Business Furniture Performance Retirement Plan rank by assets among Form 5500 filers? ▼
National Business Furniture Performance Retirement Plan ranks in the 85th 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 National Business Furniture Performance Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Calypso Technology, Inc. 401(k) Retirement Savings Plan in CA ($37M, 167 participants).
Which 401(k) plans cover a similar participant headcount to National Business Furniture Performance Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Combs Concrete Construction Company 401(k) Plan in NC (225 participants, $113K in assets).