401(k) · DOL Form 5500 · 2023

National Investment Services of America, LLC 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
36
Participants Small participant base
77th
Percentile by assets National rank
$701,183
Avg per participant High balance/head
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Official DOL plan name: National Investment Services Retirement Plan · Sponsored by National Investment Services of America, LLC · Wisconsin · Management of Enterprises

$25M in assets, 36 participants

National Investment Services of America, LLC's National Investment Services Retirement Plan reported $25M in total assets and 36 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

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

Management of Enterprises sector rank

Within Management of Enterprises, National Investment Services Retirement Plan ranks #636 of 1,137 2023 filers by assets (1408% of the sector average)-$25M for 36 participants.

#636
in Management of Enterprises (1,137 peers)
+19.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

National Investment Services Retirement Plan's outsized position by total assets

National Investment Services Retirement Plan vs every filed plan by assets

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

$25,242,572 Top 23% higher than 77% 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 Investment Services Retirement Plan 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 Investment Services Retirement Plan is a small filing (36 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • National Investment Services Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • National Investment Services Retirement Plan end-of-year assets rose from $21M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • National Investment Services Retirement Plan reported participants fell from 41 in the plan year 2022 filing to 36 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 843937993 · National Investment Services of America, LLC PY 2023 · 401(k)

National Investment Services Retirement Plan · $25M · 36 · 77th

  • BOOK $25M
  • BOOK 36
  • BOOK 77th
  • BOOK 401(k)
  • BOOK near Letter Systems, Inc. Employee Stock Ownership 401(k) Plan
  • BOOK ind #636

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 Wisconsin →

National Investment Services Retirement Plan in the asset neighbourhood

National Investment Services Retirement PlanNational Investment Services…$25MLetter Systems, Inc. Employee Stock Ownership 401(k) PlanLetter Systems, Inc. Employe…$25MDynomax, Inc. 401(k) Savings Retirement PlanDynomax, Inc. 401(k) Savings…$25MKoetter Woodworking, Inc. 401(k) PlanKoetter Woodworking, Inc. 40…$25MElga Credit Union Employee's 401(k) PlanElga Credit Union Employee's…$25M
End-of-year total assets ($M) among National Investment Services Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Management of Enterprises filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$25M
Net Income$4M
Employer EIN843937993
Plan Effective Date1994-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Investment Services of America, LLC)

Sponsor-wide plan assets over time

All National Investment Services of America, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$23M 8.796336832763933% vs 2022
2024 filing year
$20M$22M$24M$26M 202220232024 $21.1M $23M ▲ +8.8%
Year Plans Participants Total Assets
2022 1 41 $21M
2023 1 36 $25M
2024 1 36 $23M

Nearby 401(k) Plans in Wisconsin

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

National Investment Services Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants National Investment Services Retirement Plan, Total assets ($B): 0.025242572 · Participants: 36National Investment Services Retirement PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
National Investment Services Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare National Investment Services Retirement Plan side-by-side with 3 peers →

National Investment Services Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Letter Systems, Inc. Employee Stock Ownership 401(k) Plan in ME ($25M); by covered participants it is Btx Technologies, Inc. 401(k) Plan in NY (36 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (36 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 Investment Services Retirement Plan assets move in 2023? ▼
National Investment Services Retirement Plan grew sharply - up 19.5% during 2023, from $21M to $25M. Reported net income was $4M.
How have National Investment Services of America, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Investment Services of America, LLC's sponsor-wide assets grew 8.8%, from $21M to $23M.
Where does National Investment Services Retirement Plan rank by assets among Form 5500 filers? ▼
National Investment Services Retirement Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to National Investment Services Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Letter Systems, Inc. Employee Stock Ownership 401(k) Plan in ME ($25M, 151 participants).
Which 401(k) plans cover a similar participant headcount to National Investment Services Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Btx Technologies, Inc. 401(k) Plan in NY (36 participants, N/A 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 843937993.

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.