Other · DOL Form 5500 · 2023

NAMI Retirement Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets: 137
Participants Small participant base: 68th
Percentile by assets National rank: $115,702
Avg per participant Below avg balance/head

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Official DOL plan name: Nami 403(b) Plan · Sponsored by NAMI · Virginia · Other Services

$16M in assets, 137 participants

NAMI's Nami 403(b) Plan reported $16M in total assets and 137 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

#6,469 in Other Services (7,857 peers)

Coverage in Virginia

Nami 403(b) Plan covers 137 participants in Virginia, about 18% of the average Virginia filer (state average ~782 per filing). Assets: $16M.

#6,469
in Other Services (7,857 peers): +16.4%
assets growth YoY

Nami 403(b) Plan's outsized position by total assets

Nami 403(b) Plan vs every filed plan by assets

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

$15,851,220 Top 32% higher than 68% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Nami 403(b) 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. Nami 403(b) Plan sits mid-pack in the medium band (137 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Nami 403(b) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Nami 403(b) Plan reported participants rose from 88 in the plan year 2022 filing to 137 in the plan year 2023 filing.
Nami 403(b) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 431201653 · NAMI PY 2023 · Other

Nami 403(b) Plan · $16M · 137 · 68th

NET $16M
BOOK 137
VS-ST 68th
BOY Other
SCH near Wellspring Senior Support Services 403(b) Retirement Plan
EBSA ind #6469

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 Other Services retirement plans → · Plans in Virginia →

End-of-year total assets ($M) among Nami 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)	$14M
Net Assets (End of Year)	$16M
Net Income	$2M
Employer EIN	431201653
Plan Effective Date	1993-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (NAMI)

Latest sponsor-wide plan assets: $18M 32.30883297771168% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	88	$14M
2023	1	137	$16M
2024	1	194	$18M

Nearby Other Plans in Virginia

Peer Other plans, same state, same plan type, ranked by total assets.

Nami 403(b) Plan vs. nearby Other plans in Virginia, assets vs. participants

Sentara 403(b) Savings Plan $3.3B · 25,806
The George Washington University Supplemental Retirement Plan $1.5B · 8,047
Institute for Defense Analyses Tax Deferred Annuity Plan $801M · 1,453
Carilion Clinic 403(b) Retirement Savings Plan $722M · 12,978
Centra Health Matching Tax Deferred Savings Plan $670M · 7,141

Compare Nami 403(b) Plan side-by-side with 3 peers →

Nami 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is Wellspring Senior Support Services 403(b) Retirement Plan in MI ($16M); by covered participants it is California Western School of Law Defined Contribution Retirement Plan in CA (137 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Wellspring Senior Support Services 403(b) Retirement Plan (MI) $16M · 498
Morehouse College Tax Deferred Annuity Plan (GA) $16M · 268
Legal Aid Chicago Employee Contribution Plan (IL) $16M · 238
Christian Academy School System 403(b) Plan (KY) $16M · 775

Similar participant headcount

Nearest other-state filings by covered participants (137 participants); asset peers above are excluded.

California Western School of Law Defined Contribution Retirement Plan (CA) 137 · 0 off
Campaign for Tobacco-Free Kids 403(b) Plan (DC) 137 · 0 off
Nachri Tax Deferred Annuity Plan (KS) 137 · 0 off
Ninnescah Valley Health Systems Retirement Plan (KS) 137 · 0 off

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 Nami 403(b) Plan assets move in 2023? ▼

Nami 403(b) Plan grew sharply - up 16.4% during 2023, from $14M to $16M. Reported net income was $2M.

How have NAMI plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), NAMI's sponsor-wide assets grew 32.3%, from $14M to $18M.

Which Other plans are similar in size to Nami 403(b) Plan? ▼

Among Other plans in other states, the closest by assets is Wellspring Senior Support Services 403(b) Retirement Plan in MI ($16M, 498 participants).

Which Other plans cover a similar participant headcount to Nami 403(b) Plan? ▼

Among Other plans in other states, the closest by covered participants is California Western School of Law Defined Contribution Retirement Plan in CA (137 participants, $71M 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 431201653.