401(k) · DOL Form 5500 · 2023

Nbi, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
102
Participants Small participant base
66th
Percentile by assets National rank
$137,491
Avg per participant Near avg balance/head
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Official DOL plan name: Nbi, Inc. Profit Sharing and 401(k) Plan · Sponsored by Nbi, Inc. · Wisconsin · Educational Services

$14M in assets, 102 participants

Nbi, Inc.'s Nbi, Inc. Profit Sharing and 401(k) Plan reported $14M in total assets and 102 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #1,802 in Educational Services (3,735 peers)

Coverage in Wisconsin

Nbi, Inc. Profit Sharing and 401(k) Plan covers 102 participants in Wisconsin, about 18% of the average Wisconsin filer (state average ~563 per filing). Assets: $14M.

#1,802
in Educational Services (3,735 peers)
+8.5%
assets growth YoY

Nbi, Inc. Profit Sharing and 401(k) Plan's mid-pack asset rank among Educational Services and all filers

Nbi, Inc. Profit Sharing and 401(k) Plan vs every filed plan by assets

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

$14,024,031 Top 34% higher than 66% 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

Nbi, Inc. Profit Sharing and 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. Nbi, Inc. Profit Sharing and 401(k) Plan sits mid-pack in the medium band (102 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nbi, Inc. Profit Sharing and 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Nbi, Inc. Profit Sharing and 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Nbi, Inc. Profit Sharing and 401(k) Plan reported participants fell from 106 in the plan year 2022 filing to 102 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 391768861 · Nbi, Inc. PY 2023 · 401(k)

Nbi, Inc. Profit Sharing and 401(k) Plan · $14M · 102 · 66th

  • BOY $14M
  • SCH 102
  • EBSA 66th
  • PART 401(k)
  • TYPE near Aahi 401(k) Retirement Plan
  • NET ind #1802

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 →

Nbi, Inc. Profit Sharing and 401(k) Plan in the asset neighbourhood

Nbi, Inc. Profit Sharing and 401(k) PlanNbi, Inc. Profit Sharing and…$14MAahi 401(k) Retirement Plan$14MApartment List, Inc. 401(k) PlanApartment List, Inc. 401(k) …$14M403(b) Thrift Plan for Employees of Family Service Assn. of Greater Fall River, Inc. Dba Family Service Assn.403(b) Thrift Plan for Emplo…$14MAbraxas 403(b) Retirement PlanAbraxas 403(b) Retirement Pl…$14M
End-of-year total assets ($M) among Nbi, Inc. Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$1M
Employer EIN391768861
Plan Effective Date1985-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Nbi, Inc.)

Sponsor-wide plan assets over time

All Nbi, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 23.12891015939812% vs 2022
2024 filing year
$12M$13M$14M$15M$16M$17M 202220232024 $12.9M $15.9M ▲ +23.1%
Year Plans Participants Total Assets
2022 1 106 $13M
2023 1 102 $14M
2024 1 114 $16M

Nearby 401(k) Plans in Wisconsin

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

Nbi, Inc. Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Nbi, Inc. Profit Sharing and 401(k) Plan, Total assets ($B): 0.014024031 · Participants: 102Nbi, Inc. Profit Sharing and 401(k) 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
Nbi, Inc. Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Nbi, Inc. Profit Sharing and 401(k) Plan side-by-side with 3 peers →

Nbi, Inc. Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Aahi 401(k) Retirement Plan in WA ($14M); by covered participants it is Air-Land Transport Service, Inc. 401(k) Plan in IL (102 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (102 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 Nbi, Inc. Profit Sharing and 401(k) Plan assets move in 2023? ▼
Nbi, Inc. Profit Sharing and 401(k) Plan grew at a solid clip - up 8.5% during 2023, from $13M to $14M. Reported net income was $1M.
How have Nbi, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nbi, Inc.'s sponsor-wide assets grew 23.1%, from $13M to $16M.
Which 401(k) plans are similar in size to Nbi, Inc. Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aahi 401(k) Retirement Plan in WA ($14M, 76 participants).
Which 401(k) plans cover a similar participant headcount to Nbi, Inc. Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Air-Land Transport Service, Inc. 401(k) Plan in IL (102 participants, $5M 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 391768861.

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.