401(k) · DOL Form 5500 · 2023

National Loan Investors, L.P. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
11
Participants Small participant base
37th
Percentile by assets National rank
$295,586
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: National Loan Investors, L.P. 401(k) Profit Sharing Plan and Trust · Sponsored by National Loan Investors, L.P. · Oklahoma · Professional & Technical Services

$3M in assets, 11 participants

National Loan Investors, L.P.'s National Loan Investors, L.P. 401(k) Profit Sharing Plan and Trust reported $3M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,880 in Professional & Technical Services (20,321 peers)

National Loan Investors, L.P. multi-year trail

National Loan Investors, L.P.'s plans moved -50.4% in assets from 2022 to 2024; this filing shows National Loan Investors, L.P. 401(k) Profit Sharing Plan and Trust at $3M / 11 participants.

#6,880
in Professional & Technical Services (20,321 peers)
-34.8%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

National Loan Investors, L.P. 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

National Loan Investors, L.P. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,251,445 37th percentile higher than 37% of 127,068 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 2023

National Loan Investors, L.P. 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. National Loan Investors, L.P. 401(k) Profit Sharing Plan and Trust is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • National Loan Investors, L.P. 401(k) Profit Sharing Plan and Trust reported net income fell from -$566K in the plan year 2022 filing to -$2M in the plan year 2023 filing.
  • National Loan Investors, L.P. 401(k) Profit Sharing Plan and Trust end-of-year assets fell from $5M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 731334743 · National Loan Investors, L.P. PY 2023 · 401(k)

National Loan Investors, L.P. 401(k) Profit Sharing Plan and Trust · $3M · 11 · 37th

  • PART $3M
  • TYPE 11
  • NET 37th
  • BOOK 401(k)
  • VS-ST near Pediatric & Adult Medicine, Inc. 401(k) Profit Sharing Plan
  • BOY ind #6880

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 Professional & Technical Services retirement plans → · Plans in Oklahoma →

National Loan Investors, L.P. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

National Loan Investors, L.P. 401(k) Profit Sharing Plan and TrustNational Loan Investors, L.P…$3MPediatric & Adult Medicine, Inc. 401(k) Profit Sharing PlanPediatric & Adult Medicine, …$3MHyundai Motor Group Metaplant America 401(k) Retirement PlanHyundai Motor Group Metaplan…$3MDd Hotels I, LLC 401(k) Plan$3MTrinity School for Children 401(k) PlanTrinity School for Children …$3M
End-of-year total assets ($M) among National Loan Investors, L.P. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

National Loan Investors, L.P. multi-year asset trail

Sponsor-wide plan assets over time

All National Loan Investors, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 50.3744234777284% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $4.98M $2.47M ▼ -50.4%
Year Plans Participants Total Assets
2022 1 11 $5M
2023 1 11 $3M
2024 1 7 $2M

National Loan Investors, L.P. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$3M
Net Income-$2M
Employer EIN731334743
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oklahoma

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

National Loan Investors, L.P. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants National Loan Investors, L.P. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.003251445 · Participants: 11National Loan Investors, L.P. 401(k) Profit Sharing Plan and TrustQuiktrip Corporation Retirement Plan, Total assets ($B): 4.212452319 · Participants: 11746Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.681202476 · Participants: 5041The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.156591 · Participants: 2965Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.048169756 · Participants: 4766Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.932957189 · Participants: 1858Devon Energy Corporation Incentive Savings Plan
National Loan Investors, L.P. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare National Loan Investors, L.P. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

National Loan Investors, L.P. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Pediatric & Adult Medicine, Inc. 401(k) Profit Sharing Plan in CA ($3M); by covered participants it is True Colors International, Inc. Retirement Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did National Loan Investors, L.P. 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
National Loan Investors, L.P. 401(k) Profit Sharing Plan and Trust contracted severely - down 34.8% during 2023, from $5M to $3M. Reported net income was -$2M.
How have National Loan Investors, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Loan Investors, L.P.'s sponsor-wide assets declined 50.4%, from $5M to $2M.
Which 401(k) plans are similar in size to National Loan Investors, L.P. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Pediatric & Adult Medicine, Inc. 401(k) Profit Sharing Plan in CA ($3M, 7 participants).
Which 401(k) plans cover a similar participant headcount to National Loan Investors, L.P. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is True Colors International, Inc. Retirement Plan in CA (11 participants, $863K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 731334743.

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.