401(k) · DOL Form 5500 · 2023

National Organization of Industrial Trade Unions 401(k) Plan

Data updated 2026-08-11

$111M
Total assets: 2,506
Participants: 92nd
Percentile by assets: $44,493
Avg per participant

Official DOL plan name: National Organization of Industrial Trade Unions Individual Account Plan · Sponsored by National Organization of Industrial Trade Unions · New York · Manufacturing

$111M in assets, 2,506 participants

National Organization of Industrial Trade Unions's National Organization of Industrial Trade Unions Individual Account Plan reported $111M in total assets and 2,506 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

92nd percentile by assets (of 127,072 plans)
#16,437 in Manufacturing (18,722 peers)

Coverage in New York

National Organization of Industrial Trade Unions Individual Account Plan covers 2,506 participants in New York, 3.1x the typical New York plan (state average ~798 per filing). Assets: $111M.

$111M
total plan assets (2023 EOY): 2,506
covered participants: 92nd
percentile by assets (of 127,072 plans): $44,493
avg assets per participant

Where National Organization of Industrial Trade Unions Individual Account Plan sits by total assets

National Organization of Industrial Trade Unions Individual Account Plan vs every filed plan by assets

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

$111,498,231 Top 8% higher than 92% 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

National Organization of Industrial Trade Unions Individual Account Plan reported net income rose from -$16M in the plan year 2022 filing to $16M in the plan year 2023 filing.
National Organization of Industrial Trade Unions Individual Account Plan end-of-year assets rose from $95M in the plan year 2022 filing to $111M in the plan year 2023 filing.
National Organization of Industrial Trade Unions Individual Account Plan reported participants rose from 2,399 in the plan year 2022 filing to 2,506 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

New York

Industry

Manufacturing

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. National Organization of Industrial Trade Unions Individual Account Plan reports 2,506 participants - 3.1x that state average ($111M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)	$95M
Net Assets (End of Year)	$111M
Net Income	$16M
Employer EIN	111896570
Plan Effective Date	1977-08-01
Filing Status	FILING RECEIVED

Sponsor Plan History (National Organization of Industrial Trade Unions)

Total plan assets by year, all National Organization of Industrial Trade Unions plans on file

Year	Plans	Participants	Total Assets
2022	1	2,399	$95M
2023	1	2,506	$111M
2024	1	2,679	$124M

Nearby 401(k) Plans in New York

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

National Organization of Industrial Trade Unions Individual Account Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401 (K) Plus Plan $57.4B · 54,912
Pfizer Savings Plan $19.6B · 30,033
Morgan Stanley 401(k) Plan $19.2B · 55,363
The Pepsico Savings Plan $13.7B · 133,597
The Goldman Sachs 401(k) Plan $11.4B · 24,866

Compare National Organization of Industrial Trad… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to National Organization of Industrial Trade Unions Individual Account Plan by total assets, not by location.

Texas Roadhouse Salaried Employees 401(k) Profit Sharing Plan (KY) $111M · 3,127
Martin 401(k) Plan (TX) $111M · 1,525
Chesterman Company 401(k) Profit Sharing Plan (IA) $111M · 1,900
Enterprise Bank and Trust Company 401(k) Plan (MA) $112M · 574

Frequently Asked Questions

How did National Organization of Industrial Trade Unions Individual Account Plan assets move in 2023? ▼

National Organization of Industrial Trade Unions Individual Account Plan grew sharply - up 16.8% during 2023, from $95M to $111M. Reported net income was $16M.

How have National Organization of Industrial Trade Unions plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), National Organization of Industrial Trade Unions's sponsor-wide assets grew 30.3%, from $95M to $124M.

Where does National Organization of Industrial Trade Unions Individual Account Plan rank by assets among Form 5500 filers? ▼

National Organization of Industrial Trade Unions Individual Account Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to National Organization of Industrial Trade Unions Individual Account Plan? ▼

Among 401(k) plans in other states, the closest by assets is Texas Roadhouse Salaried Employees 401(k) Profit Sharing Plan in KY ($111M, 3,127 participants).

Next read for National Organization of Industrial Trad…

Filing takeaways

Ways to act on National Organization of Industrial Trade Unions Individual Account Plan's numbers.

By total assets, National Organization of Industrial Trade Unions Individual Account Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
National Organization of Industrial Trade Unions's sponsor-wide assets have grown 30.3% since 2022 across 3 plan years on file. More Manufacturing plans

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 111896570.