401(k) · DOL Form 5500 · 2023

Nath Companies 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
409
Participants Below avg headcount
49th
Percentile by assets National rank
$15,539
Avg per participant Low balance/head
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Official DOL plan name: Nath Companies 401(k) Plan · Sponsored by Nath Companies · Minnesota · Management of Enterprises

$6M in assets, 409 participants

Nath Companies's Nath Companies 401(k) Plan reported $6M in total assets and 409 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #335 in Management of Enterprises (1,137 peers)

Coverage in Minnesota

Nath Companies 401(k) Plan covers 409 participants in Minnesota, about 36% of the average Minnesota filer (state average ~1,126 per filing). Assets: $6M.

#335
in Management of Enterprises (1,137 peers)
+30.1%
assets growth YoY

Nath Companies 401(k) Plan's mid-pack asset rank among Management of Enterprises and all filers

Nath Companies 401(k) Plan vs every filed plan by assets

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

$6,355,483 49th percentile higher than 49% 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

Nath Companies 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nath Companies 401(k) Plan sits mid-pack in the medium band (409 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nath Companies 401(k) Plan reported net income rose from -$452K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Nath Companies 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Nath Companies 401(k) Plan reported participants fell from 457 in the plan year 2022 filing to 409 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 411859549 · Nath Companies PY 2023 · 401(k)

Nath Companies 401(k) Plan · $6M · 409 · 49th

  • EOY $6M
  • 5500 409
  • ASSETS 49th
  • PCT 401(k)
  • EIN near Ysta Services, Inc. 401(k) Plan
  • RANK ind #335

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 Management of Enterprises retirement plans → · Plans in Minnesota →

Nath Companies 401(k) Plan in the asset neighbourhood

Nath Companies 401(k) Plan$6MYsta Services, Inc. 401(k) PlanYsta Services, Inc. 401(k) P…$6MDriveline Retail Merchandising 401(k) PlanDriveline Retail Merchandisi…$6MCampbell Brothers 401(k) Profit Sharing PlanCampbell Brothers 401(k) Pro…$6MEllis, Painter, Ratterree & Adams, LLP 401(k) PlanEllis, Painter, Ratterree & …$6M
End-of-year total assets ($M) among Nath Companies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN411859549
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Nath Companies)

Sponsor-wide plan assets over time

All Nath Companies plans reported in each filing year

Latest sponsor-wide plan assets
$7M 47.39003686539535% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.89M $7.2M ▲ +47.2%
Year Plans Participants Total Assets
2022 1 457 $5M
2023 1 409 $6M
2024 1 427 $7M

Nearby 401(k) Plans in Minnesota

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

Nath Companies 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Nath Companies 401(k) Plan, Total assets ($B): 0.006355483 · Participants: 409Nath Companies 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Nath Companies 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Nath Companies 401(k) Plan side-by-side with 3 peers →

Nath Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Ysta Services, Inc. 401(k) Plan in TX ($6M); by covered participants it is Bank First Retirement Plan in WI (409 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (409 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 Nath Companies 401(k) Plan assets move in 2023? ▼
Nath Companies 401(k) Plan surged - up 30.1% during 2023, from $5M to $6M. Reported net income was $1M.
How have Nath Companies plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nath Companies's sponsor-wide assets grew 47.4%, from $5M to $7M.
Which 401(k) plans are similar in size to Nath Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ysta Services, Inc. 401(k) Plan in TX ($6M, 70 participants).
Which 401(k) plans cover a similar participant headcount to Nath Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bank First Retirement Plan in WI (409 participants, $64M 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 411859549.

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.