401(k) · DOL Form 5500 · 2023

Nellie Mae Education Foundation, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
21
Participants Small participant base
53rd
Percentile by assets National rank
$364,036
Avg per participant High balance/head
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Official DOL plan name: Nellie Mae Education Foundation, Inc. 401(k) Plan · Sponsored by Nellie Mae Education Foundation, Inc. · Massachusetts · Other Services

$8M in assets, 21 participants

Nellie Mae Education Foundation, Inc.'s Nellie Mae Education Foundation, Inc. 401(k) Plan reported $8M in total assets and 21 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #5,678 in Other Services (7,857 peers)

What the 2023 filing shows

Nellie Mae Education Foundation, Inc. 401(k) Plan holds $8M for 21 participants - about $364,036 per participant, above the median plan by assets.

#5,678
in Other Services (7,857 peers)
+4.6%
assets growth YoY

Nellie Mae Education Foundation, Inc. 401(k) Plan's mid-pack asset rank among Other Services and all filers

Nellie Mae Education Foundation, Inc. 401(k) Plan vs every filed plan by assets

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

$7,644,760 Top 47% higher than 53% 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

Nellie Mae Education Foundation, Inc. 401(k) 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. Nellie Mae Education Foundation, Inc. 401(k) Plan is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nellie Mae Education Foundation, Inc. 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $335K in the plan year 2023 filing.
  • Nellie Mae Education Foundation, Inc. 401(k) Plan reported participants rose from 19 in the plan year 2022 filing to 21 in the plan year 2023 filing.
  • Nellie Mae Education Foundation, Inc. 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 042755323 · Nellie Mae Education Foundation, Inc. PY 2023 · 401(k)

Nellie Mae Education Foundation, Inc. 401(k) Plan · $8M · 21 · 53rd

  • PCT $8M
  • EIN 21
  • RANK 53rd
  • PHOTO 401(k)
  • IND near Asurity Technologies, LLC 401(k) Plan
  • EOY ind #5678

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 Massachusetts →

Nellie Mae Education Foundation, Inc. 401(k) Plan in the asset neighbourhood

Asurity Technologies, LLC 401(k) PlanAsurity Technologies, LLC 40…$8MSgear 401(k)$8MHybe America Inc. 401(k) Profit Sharing PlanHybe America Inc. 401(k) Pro…$8MNellie Mae Education Foundation, Inc. 401(k) PlanNellie Mae Education Foundat…$8MCg Infinity, Inc 401(k) Plan$8M
End-of-year total assets ($M) among Nellie Mae Education Foundation, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$335K
Employer EIN042755323
Plan Effective Date1999-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Nellie Mae Education Foundation, Inc.)

Sponsor-wide plan assets over time

All Nellie Mae Education Foundation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 4.587563881476475% vs 2022
2023 filing year
$7.2M$7.3M$7.4M$7.5M$7.6M$7.7M 20222023 $7.31M $7.64M ▲ +4.5%
Year Plans Participants Total Assets
2022 1 19 $7M
2023 1 21 $8M

Nearby 401(k) Plans in Massachusetts

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

Nellie Mae Education Foundation, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Nellie Mae Education Foundation, Inc. 401(k) Plan, Total assets ($B): 0.00764476 · Participants: 21Nellie Mae Education Foundation, Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Nellie Mae Education Foundation, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Nellie Mae Education Foundation, Inc. 401(k) Plan side-by-side with 3 peers →

Nellie Mae Education Foundation, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Asurity Technologies, LLC 401(k) Plan in DC ($8M); by covered participants it is Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA (21 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (21 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 Nellie Mae Education Foundation, Inc. 401(k) Plan assets move in 2023? ▼
Nellie Mae Education Foundation, Inc. 401(k) Plan edged up modestly - up 4.6% during 2023, from $7M to $8M. Reported net income was $335K.
How have Nellie Mae Education Foundation, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Nellie Mae Education Foundation, Inc.'s sponsor-wide assets grew 4.6%, from $7M to $8M.
Which 401(k) plans are similar in size to Nellie Mae Education Foundation, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Asurity Technologies, LLC 401(k) Plan in DC ($8M, 247 participants).
Which 401(k) plans cover a similar participant headcount to Nellie Mae Education Foundation, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA (21 participants, $10M 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 042755323.

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.