Other · DOL Form 5500 · 2023

National Conference of Bar Examiners Retirement Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
130
Participants Small participant base
76th
Percentile by assets National rank
$186,270
Avg per participant Above avg balance/head
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Official DOL plan name: National Conference of Bar Examiners 403(b) Plan · Sponsored by National Conference of Bar Examiners · Wisconsin · Educational Services

$24M in assets, 130 participants

National Conference of Bar Examiners's National Conference of Bar Examiners 403(b) Plan reported $24M in total assets and 130 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #2,242 in Educational Services (3,735 peers)

Coverage in Wisconsin

National Conference of Bar Examiners 403(b) Plan covers 130 participants in Wisconsin, about 23% of the average Wisconsin filer (state average ~563 per filing). Assets: $24M.

#2,242
in Educational Services (3,735 peers)
+25.7%
assets growth YoY
0.2×
vs typical plan assets (national mean)

National Conference of Bar Examiners 403(b) Plan's outsized position by total assets

National Conference of Bar Examiners 403(b) Plan vs every filed plan by assets

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

$24,215,154 Top 24% higher than 76% 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 Conference of Bar Examiners 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. National Conference of Bar Examiners 403(b) Plan sits mid-pack in the medium band (130 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • National Conference of Bar Examiners 403(b) Plan reported net income rose from -$3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • National Conference of Bar Examiners 403(b) Plan end-of-year assets rose from $19M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • National Conference of Bar Examiners 403(b) Plan reported participants rose from 111 in the plan year 2022 filing to 130 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 362472009 · National Conference of Bar Examiners PY 2023 · Other

National Conference of Bar Examiners 403(b) Plan · $24M · 130 · 76th

  • EBSA $24M
  • PART 130
  • TYPE 76th
  • NET Other
  • BOOK near Methodist Hospital, Inc. 403(b) Plan
  • VS-ST ind #2242

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 Educational Services retirement plans → · Plans in Wisconsin →

National Conference of Bar Examiners 403(b) Plan in the asset neighbourhood

Houlton Regional Hospital 403(b) Savings PlanHoulton Regional Hospital 40…$24MNational Conference of Bar Examiners 403(b) PlanNational Conference of Bar E…$24MMethodist Hospital, Inc. 403(b) PlanMethodist Hospital, Inc. 403…$24MLos Angeles Lgbt Center 403(b) ERISA PlanLos Angeles Lgbt Center 403(…$24MNewberry Library DC Retirement PlanNewberry Library DC Retireme…$24M
End-of-year total assets ($M) among National Conference of Bar Examiners 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$24M
Net Income$5M
Employer EIN362472009
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Conference of Bar Examiners)

Sponsor-wide plan assets over time

All National Conference of Bar Examiners plans reported in each filing year

Latest sponsor-wide plan assets
$27M 40.62249735764585% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $19.3M $27.1M ▲ +40.6%
Year Plans Participants Total Assets
2022 1 111 $19M
2023 1 130 $24M
2024 1 143 $27M

Nearby Other Plans in Wisconsin

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

National Conference of Bar Examiners 403(b) Plan vs. nearby Other plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants National Conference of Bar Examiners 403(b) Plan, Total assets ($B): 0.024215154 · Participants: 130National Conference of Bar Examiners 403(b) PlanThe Medical College of Wisconsin, Inc. Retirement Plan, Total assets ($B): 2.346022816 · Participants: 6591The Medical College of Wisconsin, Inc. Retirement PlanFroedtert Health, Inc. 403(b) Plan, Total assets ($B): 1.876462966 · Participants: 15352Froedtert Health, Inc. 403(b) PlanUniversity of Wisconsin Medical Foundation Physicians Retirement Plan, Total assets ($B): 1.274399771 · Participants: 1636University of Wisconsin Medical Foundation Physicians Retirement PlanChildren's Hospital and Health System Shared Retirement Savings Plan, Total assets ($B): 0.898092237 · Participants: 5798Children's Hospital and Health System Shared Retirement Savings PlanMarquette University Retirement Plan, Total assets ($B): 0.864665552 · Participants: 3157Marquette University Retirement Plan
National Conference of Bar Examiners 403(b) Plan vs. nearby Other plans in Wisconsin, assets vs. participants
Compare National Conference of Bar Examiners 403(b) Plan side-by-side with 3 peers →

National Conference of Bar Examiners 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Wisconsin, the nearest Other by assets is Methodist Hospital, Inc. 403(b) Plan in KY ($24M); by covered participants it is Tiaa-Cref Retirement Plan for Employees of Cate School in CA (130 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (130 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 Conference of Bar Examiners 403(b) Plan assets move in 2023? ▼
National Conference of Bar Examiners 403(b) Plan grew sharply - up 25.7% during 2023, from $19M to $24M. Reported net income was $5M.
How have National Conference of Bar Examiners plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Conference of Bar Examiners's sponsor-wide assets grew 40.6%, from $19M to $27M.
Where does National Conference of Bar Examiners 403(b) Plan rank by assets among Form 5500 filers? ▼
National Conference of Bar Examiners 403(b) Plan ranks in the 76th 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 Other plans are similar in size to National Conference of Bar Examiners 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Methodist Hospital, Inc. 403(b) Plan in KY ($24M, N/A participants).
Which Other plans cover a similar participant headcount to National Conference of Bar Examiners 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Tiaa-Cref Retirement Plan for Employees of Cate School in CA (130 participants, $38M 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 362472009.

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.